Tech ripped today and Tesla led the charge.

Tech ripped today and Tesla led the charge.

Tesla up 4.65%, closing at 370.59. Momentum doesn't need a reason to keep moving. Broadcom up 3.35% at 355.14 — semiconductors are carrying their weight. Oracle up 3.06% to 142.30, quietly doing what enterprise software does. AMD up 2.95% to 633.91, chips broadly bid. UNH up 1.83% at 371.90, defensives tagging along for the ride. Google up 1.56% to 343.50. Nvidia up 1.34% to 233.95 — smaller move, but still green. Amazon up 1.33% to 251.52, closing out the eight.

Eight for eight. All green. That's the session.

Netflix down 1.16% to 67.06 — only name in the top tier that couldn't hold. Salesforce off 0.84% at 234.69, CRM softening while everything else ran. Apple up 1.02% to 333.69. Microsoft up 0.92% to 517.53. Two of the biggest names on the board moving in the right direction but not leading.

QQQ finished up 1.02%. SPY up 0.74%. IWM up 0.90%, small caps participating. DIA lagged at 0.49% — the Dow always the last to the party. VIX sitting at 15.31, no panic anywhere in that number. Gold up 0.56%, not screaming, just creeping.

Asian markets unavailable tonight. No read on overnight sentiment going in.

Nothing on the economic calendar tomorrow. Clean tape. Earnings do the heavy lifting instead.

Apogee reports before the open — EPS estimate sitting at 64 cents. Lamb Weston also pre-market, estimate at 61 cents. Miss on either and food and building materials get touched early. AXIL reports after the close tomorrow — smaller name, watch volume. ADVB, ANVI, FBSI also on the earnings docket with no consensus estimates posted. Fly blind or stay out — your call.

Sector read: tech and semis dominated, healthcare held, Netflix and Salesforce the only cracks in an otherwise clean risk-on tape.

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