Oracle up 4.21% to 141.40 — that's the loudest signal in a session where tech is waking up green across the board.

Oracle up 4.21% to 141.40 — that's the loudest signal in a session where tech is waking up green across the board.

Futures are constructive. SPY up 0.6%, QQQ up 0.49%, VIX sitting at 14.84 — fear is not in the room. Gold up 1.43%, which adds a mild hedge flavor to an otherwise risk-on setup. No economic data today. Clean tape.

ETFs confirm the tone — DIA leading at plus 0.87%, IWM and QQQ both up 0.49%, SPY at 0.6%. Broad participation.

Now the stocks.

Oracle up 4.21% to 141.40 — cloud. Amazon up 3.29% to 262.43, AI infrastructure narrative still printing. Microsoft up 2.38% to 535.07, no single catalyst, just momentum. UNH up 2.25% to 379.30 — healthcare catching a bid while tech gets the headline. BAC up 1.32% — financials are participating, which adds weight to the risk-on read. That's not nothing. Tesla up 2.05% to 382.70, volume will tell you whether this holds.

Now the red.

Intel down 2.22% to 104.70 — execution concerns haven't gone away. AMD down 2.03% to 608.10 — semis are split, which is worth watching when Oracle and Amazon are printing cloud gains. Netflix down 1.77% to 70.30, no fresh catalyst, just pressure. Apple down 1.11% to 336.64 — the rest of big tech is green, Apple isn't. That divergence is the most interesting line on the board today.

Earnings this morning: ACZT, ALDS, BMRA, BZYR, DYNT, FNGR. None of these are market movers at scale. Monitor your positions if you're in them.

Sector read: tech is bifurcated — cloud and AI names are pulling, legacy semis are bleeding. Financials showing up is the quiet confirmation that this isn't just a momentum chase.

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