Semis and mega-cap tech ran this Tuesday while Intel and Salesforce got left behind — that's your story.
Semis and mega-cap tech ran this Tuesday while Intel and Salesforce got left behind — that's your story. Intel down 2.63%, sitting at 116.19. Alone on the wrong side today. Salesforce down 2.09% to 229.79 — no catalyst, just selling.
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Semis and mega-cap tech ran this Tuesday while Intel and Salesforce got left behind — that's your story.
Intel down 2.63%, sitting at 116.19. Alone on the wrong side today. Salesforce down 2.09% to 229.79 — no catalyst, just selling.
Tesla up 2.2% to 378.73. Nvidia up 2.12% to 238.90. Broadcom up 2.08% to 362.51. All three in the same band — semis and EV moving in lockstep. Meta up 1.9% to 741.90. UnitedHealth up 1.8% to 378.58 — health holding its own alongside tech. Microsoft up 1.48% to 525.18, quiet but green.
Tech led. Everything else was noise.
SPY closed up 0.67%. QQQ up 0.88% — growth outperformed. IWM up 0.66%, small caps kept pace. DIA up just 0.20%, Dow lagged. VIX at 15.52 — fear is low, complacency is creeping. Gold data unavailable. Asian overnight markets unavailable going into the session. Nothing on the economic calendar today.
Earnings after the close: Applied Digital, ticker APLD — EPS estimate negative 30 cents, a loss expected, watch the reaction. Levi Strauss, ticker LEVI — EPS estimate 36 cents, retail in focus. Also reporting: BKSC, GLEI, LFS, and NRIX — NRIX carrying an EPS estimate of negative 61 cents.
No macro data tomorrow. Price action will do the talking.
Numbers don't lie. People do. Trade accordingly.