After-hours, SPY is up 0.1%. Technology leads the main sectors at +0.9%, with ANET up 12.4% and AMD up 5.2% after CEO Lisa Su said data center revenue is set to more than double in 2025 and server revenue to double again in 2027, even as AMD flagged a double-digit decline in PC unit shipments for 2027. Financials, Health Care, Industrials, Materials and Utilities are each modestly lower. Within Financials, UNM stands out, down 9.8% against a flat sector. In Materials, MOS and IFF are the weak spots, down 3.0% and 2.7%.

Momentum and growth factors are outperforming: MTUM +1.2%, SPMO +0.6%, MGK +0.6%, VUG +0.4%, while SPYV is down 0.2%.

Among mega-cap growth names, AMD is the standout gainer; the rest of the cohort is trading within a tight band.

Semiconductor-linked ETFs are broadly firm: SOXX +1.4%, IYZ +1.4%, SMH +1.3%, XSD +0.7%.

Block is the top individual gainer after reaching an agreement with the Department of Justice that defers a money-laundering charge for three years. Skyworks Solutions is the sharpest decliner in the overall list.

• XYZ (Block) +7.7% - DOJ defers money-laundering charge for three years
• VOYG (Voyager Technologies) +6.2%
• SMCI (Super Micro Computer) +5.3%
• ARM (Arm Holdings) +3.2%
• COHR (Coherent Corp) +2.7%
• SWKS (Skyworks Solutions) -16.8%
• RVTY (Revvity) -2.2%
• ALAB (Astera Labs) -1.9%
• WDAY (Workday) -1.5%
• TRI (Thomson Reuters) -1.5%

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