Tech is green across the board and Oracle is leading the charge — pay attention.

Tech is green across the board and Oracle is leading the charge — pay attention.

Futures first. SPY up 1.42%. QQQ up 1.76%. VIX sitting at 15.57 — fear is quiet. Gold up 2.5%, which is the one thing worth watching on the macro side. Asian markets unavailable this morning.

ETFs confirm the tone. QQQ up 1.76%. IWM up 1.72%. DIA up 1.32%. Broad participation. Not just the mega-caps carrying this.

Now the stocks.

Oracle up 9.22% to $141.85. That's the number of the morning — cloud momentum doing the work. Meta up 6.02% to $590.24. AI spend narrative still winning. Microsoft up 4.93% to $487.65, Google up 4.88% to $373.51 — both moving on the same current. Amazon up 4.58% to $284.02. Tesla up 3.49% to $322.08. Nvidia up 2.93% to $206.64 — smallest move in the group but still green. The entire tech complex is lifting together, and Oracle is the outlier with nearly double the gains of its peers.

Two names moving the other direction. Eli Lilly down 2.39% to $1,121.36. Apple down 1.78% to $303.42. Everything else is rallying — those two are the divergence worth tracking.

Netflix up 2.26% to $73.33. AMD up 1.78% to $484.64. Both in the green, both quiet relative to the top movers, but confirmed participants in this move.

Economic calendar is empty today. No data drops to navigate.

Earnings on the radar. After the close: AbCellera Biologics with an EPS estimate of negative $0.15. Arcosa coming in with an estimate of $1.20. ACIC with an estimate of $0.43. Aclaris Therapeutics projected at negative $1.15. AATC and ACFN reporting with no published estimates. None of these are market-movers at scale, but Arcosa's $1.20 estimate is the number to watch if you're in that name.

The session setup is clean. Tech leading, volatility low, futures aligned. Lilly and Apple are the wrinkles — pulling the other way while everything else pushes higher.

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