Semis led and healthcare bled — that's your Sunday session in six words.

Semis led and healthcare bled — that's your Sunday session in six words.

INTC up 2.61%, $102.94. Semis front-running the week. AMD right behind it, up 2.49%, $516.13. Two chips, same trade.

UNH down 2.37%, $379.09. Only red name on the board — healthcare taking heat while everything else ran.

AMZN up 1.94%, $256.78. Salesforce matched it exactly, also up 1.94%, $247.72. Cloud and commerce moving in lockstep.

NFLX up 1.83%, $77.40. GOOGL up 1.77%, $338.50. AAPL rounds it out, up 1.75%, $332.27. Tech green across the board, no exceptions — minus UNH, which isn't tech.

ORCL down 1.74%, $150.28. Worth flagging — Oracle is a cloud name, and it's moving opposite to the rest of the cloud trade. Salesforce runs, Oracle fades. Not every cloud story is the same story.

WMT up 1.34%, $107.15. Consumer showing up too — this isn't just a tech rally. JPM up 0.76%, $356.23. MSFT up 0.65%, $495.63. Broad participation under the surface.

Futures confirm the tone. SPY up 0.85%, QQQ up 0.87%. Broad strength, slight tech tilt. VIX at 15.84 — calm. Traders aren't scared. Gold barely moved, up 0.04%. Nobody's hiding.

ETFs echo it. DIA leads at plus 0.97%. IWM up 0.41% — small caps trailing, which means the risk appetite is real but selective. Big cap bias is showing.

Asian markets unavailable overnight. No read there.

Economic calendar is empty. Nothing macro to fight.

Earnings are thin but watch the timing. CBRL reports before the open — EPS estimate at 0.0946, low bar. CODA also pre-market, estimate at 0.1163. CLSD hits after the close with a negative estimate at minus 0.2693 — already expecting a loss, question is magnitude. BRRE, EBZT, and GFAI are on the calendar with no consensus estimates published — fly blind or stay away.

Bottom line: tech lifted everything, healthcare was the one exception, Oracle split from the cloud trade, futures are green, vol is low, and the calendar is clean. Quiet setup for a session that could move fast if anything surprises.

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