"Nasdaq 100 Up on Strong AI Earnings, Lower Inflation" — QQQ rose on blowout AI earnings (SMCI +13.6%, Lumentum +14.3%) with XLK leading sectors at +1.5%, and Nasdaq 100 futures were +0.13% pre-market Aug 13. Strong tech momentum and benign July CPI favor further upside tomorrow, even with AMAT earnings after the close adding some risk.