Chips bled out while everything else caught a bid — that's the story of Sunday.

Chips bled out while everything else caught a bid — that's the story of Sunday.

NVDA down 4.58%, sitting at $217.55. Semis got hit hard. INTC dropped 2.85% to $89.47, AMD slid 2.33% to $465.58. Three chip names, three red candles — the sector took a coordinated beating.

AMZN up 3.97% to $266.43. That's the session's biggest winner and it wasn't close. NFLX gained 2.35%, now at $81.72. BAC added 1.88% to $62.32 — financials quiet but green. GOOGL up 1.74% to $346.59. MSFT up 1.68% to $513.53. AAPL up 1.63% to $319.70. CRM added 1.57% to $256. META up 1.21% to $578.02.

TSLA down 1.71% to $348.75. Not a chip story, just ongoing noise.

Futures: SPY off 0.23%, QQQ down 0.65%. Small caps took the sharpest hit — IWM dropped 1.35%. DIA barely moved, off 0.03%. The divergence between QQQ and DIA tells you where the pressure lives: tech.

VIX at 14.43. Not panicking, just watching. Gold down 2.85% — that's a notable flush for a supposed safe haven.

No Asian market data tonight. No economic calendar tomorrow. Thin macro backdrop heading into the week.

Earnings to watch: FRO reports before the open, EPS estimate sitting at $2.62 — tanker name, watch freight sentiment. CANG reports after the close with an estimate of negative $0.918 — deeply in the red expected. CCG's estimate is a penny, $0.0111. AIJTY, CISS, and HZRBY also on the calendar with no consensus estimates available.

The chip selloff is the headline. NVDA losing nearly 5% in a single session while AMZN rips almost 4% — that's a rotation signal worth watching Monday morning. QQQ futures already bleeding confirms the pain isn't done.

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