Tech is green across the board and the semis are leading — that's your headline this Saturday morning.

Tech is green across the board and the semis are leading — that's your headline this Saturday morning.

Futures first. SPY up 0.85. QQQ up 0.87. VIX sitting at 15.84 — calm. Gold barely moved, up 0.04. Asian markets unavailable this session. ETF picture: DIA leads at plus 0.97, QQQ and SPY right behind, IWM lagging at 0.41. Small caps trailing the pack.

No economic data today. No earnings. Clean tape.

Now the stocks.

INTC up 2.61%, trading at 102.94. Semis leading and Intel is at the top.

AMD up 2.49% at 516.13. Right behind Intel — sector momentum, not a solo act.

AMZN up 1.94% at 256.78. Cloud and consumer holding together.

CRM up 1.94% at 247.72. Enterprise software moving in lockstep with the broader tech bid.

NFLX up 1.83% at 77.40. Content names catching a lift.

GOOGL up 1.77% at 338.50. Ad revenue fears not showing up here.

AAPL up 1.75% at 332.27. Steadiest of the mega-caps — brings up the rear but still green.

UNH down 2.37% at 379.09. Only red name on the board. Healthcare bleeding while tech rallies — rotation signal worth watching.

ORCL down 1.74% at 150.28. Two names in the red today and Oracle is the other one. Tech sector rallying broadly and Oracle can't hold — that's worth a second look.

WMT up 1.34% at 107.15. Consumer staples keeping pace with tech on a day like this — that's not nothing. Tells you the bid is broad, not just sector rotation.

Semis led, mega-cap tech followed, healthcare and Oracle got sold. That's the story. UNH's drop stands alone on the healthcare side — every other name on this list is up, and UNH is down nearly two and a half percent. That's not noise. Oracle dropping on a green tape is its own conversation.

No calendar events to front-run. No earnings to react to. If something moves today, it's either news-driven or pure positioning.

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