Chips just ran the table on a Tuesday.

Chips just ran the table on a Tuesday.

Intel up 12.14%, sitting at 121.78. That is the headline. AMD up 9.95% to 615.52 — semis moved together and that is not a coincidence. Meta up 11.34% to 741.25, biggest tech non-chip name on the board today. Those three drove the session.

Tesla up 3.03% to 375.30. Nvidia up 2.3% to 227.38. Netflix up 2.19% to 73.36. Amazon up 1.87% to 258.45. Everything green, nothing dramatic below the top three.

One red name. Exxon down 3.2% to 158.30. Energy sold off while tech ripped — rotation in real time.

QQQ up 2.77%. SPY up 1.55%. IWM up 0.52%. DIA up 0.76%. Tech led, small caps barely showed up, Dow lagged. That spread says everything about where the money went today.

VIX at 14.87. No fear. Traders leaned in.

Gold data unavailable. Skipping it.

Asian markets — no data tonight. Going in blind on overnight.

Nothing on the economic calendar tomorrow. No Fed speakers, no macro prints. Earnings carry the session.

Cintas reports before the open — EPS estimate 1.375. That one moves on guidance, not just the beat. H.B. Fuller reports after the close — estimate 1.4833. Watch margins on that one. AGSS, ASTC, CLRC, and GLNS also on the docket — no estimates in the system.

Today was a chip and mega-cap rally with one energy casualty. Clean rotation, low fear, tech in the driver's seat. Tomorrow is quiet on macro so earnings set the tone pre-market.

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