META ran nearly 6% and dragged the whole conversation with it.

META ran nearly 6% and dragged the whole conversation with it.

Futures are green but barely. SPY up 0.43, QQQ up 0.31. VIX sitting at 15 — calm. Gold slipping a quarter percent. Small caps lagging, IWM down 0.42 while the rest of the index ETFs hold positive. That divergence is worth watching.

Asian markets — no data tonight.

Nothing on the economic calendar. Clean tape.

Now the stocks.

META up 5.97%, closing at 669. That's the session's headline, full stop. AI momentum and it showed.

Nvidia up 4.03% to 210.96. Chips followed META's lead — semis had a good day.

AMD up 2.04% to 557.89. Smaller move, same theme.

Intel down 2.4% to 109.84. Not every chip won today.

Oracle down 2.48% to 140.64. Cloud names gave back ground.

Netflix down 2.78% to 73.37. Streaming faded while AI names flew — rotation is real.

Eli Lilly down 2.33% to 1188.58. Weight-loss trade took a breather.

UnitedHealth down 1.64% to 424.62. Healthcare pressure continues.

Walmart up 1.51% to 113.90. Consumer staples quietly catching a bid — worth noting when growth is leading.

Exxon up 1.03% to 138.88. Energy tagged along on the green day.

Tech was the story in two directions — generative AI names ripped, everything else in the sector sorted itself out quietly.

Earnings after the close tonight: AEHR and AIR both reporting. AIR consensus is $1.39. ANGO reports before tomorrow's open with a small expected loss. Then the big ones — BAC and Citi both report before the bell tomorrow morning. BAC consensus $1.13, Citi at $2.76. Banks are where the attention lands tomorrow. Financials traders, set your alarms.

Numbers don't lie. People do. Trade accordingly.