AMD ran while everything else bled — that's your Sunday story.

AMD ran while everything else bled — that's your Sunday story.

AMD up 6.5%, sitting at 514.39. Chips split hard today. Broadcom down 5.94% to 392.99 — that's a brutal single-session hit. INTC off 1.97% at 102.50. Semiconductors had no consensus today.

ORCL down 3.65% to 150.52. CRM dropped 2.56% to 196.21. Enterprise software got sold.

LLY down 2.39% to 1180.16. Pharma gave back ground with no catalyst to show for it.

AMZN off 0.94% at 262.65 — small move, steady drift lower. XOM up 0.94% to 160.10. Energy held while tech leaked.

Futures heading into the week: SPY down 0.20%, QQQ down 0.14%. Small dip, not a panic. VIX at 14.25 — complacency still rules. Gold up 0.38%, quiet safe-haven bid.

ETFs confirm the tone. SPY down 0.20%, QQQ down 0.14%, DIA down 0.21%. IWM the outlier — up 0.52%. Small caps holding when large cap tech can't get out of its own way. Watch that divergence.

No economic calendar this week to start. Nothing scheduled. Macro is quiet, which means price action carries more weight, not less.

Earnings before the bell: AGPU reports. ANNX has an EPS estimate of negative 24 cents. AREC guiding to negative 9 cents. AHRO, AIDG, AIHS have no estimates posted. Small names, thin tape — these move fast on no volume.

Asian markets data unavailable tonight. Going in without that read.

Bottom line: tech fractured, small caps outperformed, VIX is still sleeping, and AMD reminded everyone it does what it wants. One week starts with no macro scheduled and earnings from names most traders aren't watching. That's when surprises happen.

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