Tech is green across the board and futures are confirming it — Monday is set up hot.

Tech is green across the board and futures are confirming it — Monday is set up hot.

SPY up 0.85. QQQ up 0.87. VIX sitting at 17.56 — not alarming, not complacent. Gold off 0.74%, so risk appetite is clearly the trade this morning. Asian markets unavailable. No economic data on the calendar today. Clean tape.

Intel up 2.61% to 102.94. AMD up 2.49% to 516.13. Semis are leading and they're doing it together — that's not noise. Amazon up 1.94% to 256.78. Salesforce up 1.94% to 247.72. Enterprise and consumer tech moving in lockstep. Netflix up 1.83% to 77.40. Google up 1.77% to 338.50. Apple up 1.75% to 332.27. Broad-based tech lift — nothing here is running on fumes from one catalyst.

UNH down 2.37% to 379.09 — only red on the board, healthcare bleeding while everything else lifts.

Now here's the divergence worth watching. Oracle down 1.74% in a session where enterprise software is otherwise climbing. Salesforce is up nearly two percent. Oracle is fading. Same sector, opposite direction — that's a signal, not a coincidence.

IWM up 0.41%. DIA up 0.97%. Small caps participating but lagging. Dow leading on the index side — rotation into blue chips showing up early.

Earnings today: GIS reports with an EPS estimate of 0.7252. FPS before the open, estimate 0.2421. EPM after the close, estimate 0.0051. DDDX, HERE, and LAES also on the board — no consensus estimates available for those three.

No macro data. No Fed speakers flagged. The story today is tech momentum, a healthcare outlier, and one enterprise-software divergence that deserves your attention before the open.

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