Morning session ran cleaner than expected with tech up 1.78% and materials up 1.70%. CABA and CCM are the standout movers — here's what I'm watching into the close.
Morning played out well. Tech and materials are doing the heavy lifting, energy is the only real drag, and the tape character hasn't changed since the open — this is a risk-on day with rotation favoring growth.
The broad index move held. SPX $7,251 sitting at +0.71% with tech leading at +1.78% is exactly the environment where small-cap momentum plays get fuel. Gold at $4,596 (+1.39%) and silver at +1.14% confirm materials strength isn't a fluke. Crude getting crushed at -4.15% is the one thing keeping energy names in the red — I'm not touching that sector today.
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Fear & Greed at 68 (Greed) — not extreme, but getting warm. I'm not adding to my index longs here. BTC at $81,273 with crypto Fear & Greed at neutral 50 tells me the crypto bid is real but not euphoric yet — I'm holding my Bitcoin position and not adding. Scanner had zero qualified tickers this morning which tells me I wait for power hour setups to develop rather than force entries. Patience is the edge right now.