Amazon up 15% before the bell — something big happened over the weekend and we're about to find out if it holds.

Amazon up 15% before the bell — something big happened over the weekend and we're about to find out if it holds.

Asian markets unavailable overnight. Futures are green across the board. SPY up 0.72, QQQ up 0.65. VIX sitting at 15.99 — calm. Gold up 1.5%, which means somewhere, someone is still nervous. Small caps are the outlier — IWM down 0.48 while everything else climbs. That divergence is worth watching.

No economic data on the calendar today. Clean tape.

Now the stocks.

Amazon up 15.32% to 271.58. That's the headline. That's the whole story. Whatever drove it, the market believed it.

Apple down 7.35% to 308.91. That's a real number on a real company. Pressure.

Google up 6.73% to 356.13. Strong. Earnings hangover or earnings momentum — the chart knows.

Meta up 3.28% to 556.71. Steady continuation.

Microsoft up 3.02% to 464.72. Quiet strength.

Nvidia up 2.93% to 200.75. AI names are moving, just not leading today.

Netflix down 2% to 71.71. Fading.

AMD down 1.9% to 476.15. Chips mixed — Nvidia green, AMD red.

Salesforce up 1.83% to 184.02. Oracle up 1.81% to 129.87. Enterprise software quietly participating while everyone's looking at the big prints.

UnitedHealth down 1.68% to 414.40. Intel down 1.02% to 90.20. Two different problems — healthcare under pressure, chips still sorting themselves out.

The tech sector is split right down the middle. Amazon and Google pulling one direction, Apple dragging the other. That's not a sector trade today — that's stock-specific.

After the close, watch ACAD with an EPS estimate of 0.0586 and ACEL estimating 0.2234. ACRE reports before the open tomorrow at 0.0544. Small names, but they move fast on misses.

Amazon is the only number that matters at the open. Everything else is noise until that print confirms or fades.

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