Tech ran the show today and it wasn't even close.

Tech ran the show today and it wasn't even close.

CRM up 3.2% to 192.74 — biggest mover in the group. Tesla up 2.83% to 328.58, momentum holding. Oracle up 2.47% to 147.02, quiet strength. Nvidia up 2.27% to 223.96, AI bid intact. INTC up 1.84% to 101.65, outperforming its reputation. AVGO up 1.71% to 427.76, steady. AMD down 1.21% to 483.36 — only chip name in the red. XOM down 1.16% to 153.04, energy getting no love today.

Six out of eight in the green. The tech bid was real and broad.

Futures confirm it. QQQ up 1.17%. SPY up 0.61%. IWM up 1.11% — small caps participating, not just a mega-cap story. DIA up 0.27%, Dow lagging, which tracks when energy and value sit out.

VIX at 14.9. Fear is low. Gold up 2.33% — that's the one number worth watching twice. Equities green, gold green, dollar narrative getting complicated.

No economic data on the calendar today. Nothing to trade around. Pure price action.

Asian markets unavailable overnight. Flying blind on that front.

Earnings on deck. AAON reports after the close, consensus at 52 cents. ACM after the close, consensus at 1.48 — that's the number with real weight. ACH reports before the open tomorrow, small consensus at negative 8 cents. ACHR after the close, consensus negative 33 cents — a beat would move it fast. AAME and ACCR also on the tape, no consensus published.

Sunday session, light calendar, but the tape gave you plenty. Tech green across the board except AMD. Energy weak. Gold surging while stocks rally is a macro signal worth filing away.

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