Salesforce just reminded the whole sector who built the house.

Salesforce just reminded the whole sector who built the house.

CRM up 22.58%, $252. Earnings. Full stop.

Nvidia up 8.74%, $228. Rode CRM's coattails straight into the close — AI spending isn't slowing down and the tape said it loud.

Broadcom up 4.49%, $371. Chips caught the wave.

INTC up 4.36%, $92. Surprising. Sector lift doing heavy lifting there.

TSLA up 2.6%, $354. Quiet mover in a loud session.

ORCL up 2.06%, $151. Cloud names got love across the board.

COST down 2.24%, $934. Missed expectations. Retail premium doesn't buy immunity.

NFLX down 1.99%, $79. Faded while everything else ran. Make of that what you will.

MSFT, BAC, WMT, AMZN — all down between one and two percent. Worth flagging: Microsoft slipping on a day when the AI trade was screaming doesn't add up clean. Banks and retail pulled the same direction as consumer names. Something in the rotation isn't reading pure risk-on.

Tech dominated. Semis, cloud, AI infrastructure — all green, all strong. Retail and streaming sat it out.

QQQ finished up 1.37%. SPY up 0.66%. IWM up 0.29%. DIA up 0.19%. Growth led. Small caps and value barely showed up.

VIX sitting at 14.51. Fear is low. Complacency watch begins now.

Gold data unavailable today.

No economic calendar. No scheduled macro catalysts. The session ran on earnings momentum alone — and CRM handed the bulls exactly what they needed heading into the weekend.

Earnings on deck: AUSI, BACK, BANX, BLPG, BZYR reporting. CHA before the open — EPS estimate is $2.37. Watch that one.

Asian markets data unavailable tonight.

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