Tech is waking up hot and the futures already told you so.

Tech is waking up hot and the futures already told you so.

SPY up one-oh-five. QQQ up one-nineteen. VIX sitting at fourteen-twelve — fear is not in the building today. Gold ticking up half a percent. Broad green across the board.

Oracle up five-point-six-nine, trading at one-fifty-four. Earnings catalyst. That's the whole story. Tesla up five-point-four-two at three-seventy-six — momentum names are getting bought. Meta up three-oh-one at six-ten. AI spend still has believers. Salesforce up two-point-nine-two at two-sixty-four — enterprise software catching a bid alongside everything else.

Microsoft up two-point-six-eight at five-ten. Steady. Walmart up two-point-two at one-oh-eight — when defensives run with tech, the rally has legs. Nvidia up one-point-eight at two-twenty-eight. Not leading today but not fading either.

Now the one name in the red — Broadcom down two-point-seven-four at three-fifty-seven. Everything else is green and Broadcom is sliding. That's a name-specific problem, not a sector problem.

Intel up one-point-eight at ninety-one-sixty-seven. Semis as a group are mixed, but Intel showing up on a day like this is worth noting. JPMorgan up one-point-six-four at three-sixty-two. Financials joining a tech-led rally is not noise — that's breadth. Google up one-point-five-nine at three-forty-two. Amazon up one-point-five-four at two-fifty-eight. The mega-cap complex is not sitting this one out.

IWM only up forty basis points. Small caps are not leading. The conviction today lives in large-cap tech and mega-cap growth, not the Russell.

No economic data on the calendar. Nothing to disrupt the tape from the macro side. Earnings this morning: Knop before the open, EPS estimate at fifteen-point-five cents. The rest of the morning names — Ardc, Bysi, Hurc, Rfmz, Bdj — no consensus estimates in the data.

Asian markets unavailable overnight. Flying blind on that front.

The setup: green futures, low vol, a tech earnings pop in Oracle carrying the tone. One red name in Broadcom. Google, Amazon, financials, and defensives all showing up. That's a wide rally, not a narrow one.

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