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

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

Futures first. SPY up 0.61%, QQQ up 1.17%. VIX sitting at 14.9 — complacency or confidence, you decide. Gold up 3.72%, which is a loud number nobody's talking about enough. Asian markets unavailable overnight.

ETFs confirm the setup. QQQ up 1.17%, IWM up 1.11%, DIA up 0.27%. Small caps and tech leading. Dow lagging. Rotation is visible.

Now the stocks.

CRM up 3.2% to $192.74. Top mover. Salesforce catching serious pre-market bid — AI tailwinds aren't slowing. Tesla up 2.83% to $328.58. Momentum. ORCL up 2.47% to $147.02 — cloud narrative holding. Nvidia up 2.27% to $223.96. Chips green, no catalyst needed at this point. INTC up 1.84% to $101.65 — outlier in a sector it's been losing ground in. Watch it. Broadcom up 1.71% to $427.76. Quiet, consistent, moving.

Two names going the other way. AMD down 1.21% to $483.36 — every other chip name green, AMD red. That's a divergence worth tracking. XOM down 1.16% to $153.04. Energy soft while everything else lifts.

No economic data on the calendar today. Clean tape.

Earnings to watch. AAON reports after the close, EPS estimate $0.52. ACH reports before the open, estimate negative nine cents. ACM after the close, estimate $1.48. ACHR after the close, estimate negative $0.33. AAME and ACCR also on the docket — no estimates posted.

Bottom line: tech sector is the story this morning. CRM leading, Nvidia and ORCL supporting, AMD the odd one out. Gold's move deserves a second look if you trade macro. Energy is quiet. No data to shake the tape today — price action owns the session.

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