Microsoft up three point six six percent.

Microsoft up three point six six percent. That's your headline on a Monday and everything else is noise by comparison.

MSFT at five sixteen seventeen. Best mover on the board, and it's not close. Cloud optimism is doing the heavy lifting.

COST up two point nine three. Nine twenty two and change. Consumer staples holding strong while tech bleeds — read that however you want.

AAPL up one point five three. Three forty one. Quiet grind higher, no drama.

META down three point three three. Seven fifty one sixty six. Sentiment flipped hard, no single catalyst dominating the tape.

INTC down three point four five. One twenty three flat. Chip weakness, and Intel continues to absorb it worst.

CRM down one point seven six. Two thirty four. Salesforce fading with the broader enterprise software crowd.

ORCL down one point seven five. One thirty seven ten. Nearly identical drop to CRM — enterprise software sold as a sector, not a story.

TSLA down one point five four. Three seventy two. Routine pressure, nothing explosive.

JPMorgan up one point three three. Bank of America up one point two zero. Financials moving together like that is a coordinated rotation signal — money came out of growth and landed somewhere.

XOM down zero point nine six. Energy giving back ground quietly.

Futures are green. SPY up zero point five four. QQQ up zero point four six. IWM barely breathing at plus zero point one one. DIA leading at plus zero point nine four — Dow outperformance lines up with financials running.

VIX at fourteen point eight seven. Nobody is scared. Gold down one point eight percent — risk-on posture, at least for now.

Asian markets unavailable overnight. No economic data on the calendar today. Clean tape.

Earnings on deck: CarMax reports before the bell — EPS estimate zero point seven two. Conagra also pre-market at zero point two eight. Concentrix reports after the close with a two point seven six estimate. BTM, GFUZ, and MUC have no consensus estimates on file.

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