Tech is split down the middle — AMD flying solo while the rest of the sector bleeds out.

Tech is split down the middle — AMD flying solo while the rest of the sector bleeds out.

AMD up 6.5% to 514.39. Momentum, clean and simple. One stock bucking the entire sector narrative today.

Broadcom down 5.94% to 392.99. That's a real hit — largest single-name drop in this lineup, and it's dragging semiconductor sentiment with it.

Oracle down 3.65% to 150.52. Software getting no love.

CRM down 2.56% to 196.21. Salesforce following Oracle lower — enterprise software is getting sold.

LLY down 2.39% to 1180.16. Eli Lilly doesn't usually show up on the red side of a list like this. Healthcare giving back gains.

Intel down 1.97% to 102.50. Chip pressure across the board, except AMD.

AMZN down 0.94% to 262.65. Modest, but red is red.

Meta down 0.86% to 589.85. Quiet session, still tilting the wrong direction.

Tesla up 0.68% to 342.27. Green on a red tape day — worth noting.

XOM up 0.94% to 160.10. Energy holding while tech sells off. Rotation signal.

UNH up 0.67%. BAC up 0.62%. Healthcare and financials both green — value beating growth today, full stop.

WMT data unavailable this session.

IWM up 0.52% — small caps outperforming. That's your rotation headline. SPY down 0.20%, QQQ down 0.14% confirm the growth side is under pressure while the rest of the market finds footing.

DIA down 0.21%. Futures flat to slightly negative. VIX at 14.25 — no panic, just a grind lower.

Gold up 1.67%. That move on a low-VIX day is worth tracking. Quiet defensiveness.

No economic data on the calendar today.

Earnings: ABHBY, ACRG, ASII reporting. AS before the open — EPS estimate 0.1098. ARMP EPS estimate negative 0.4539. AUNA after close — EPS estimate 0.8767. That's the number to watch when the bell rings tonight.

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