If the early inklings prove true and this has become a Nasdaq (^IXIC) market again, the bulls should be relieved.

When the focus turns from Syriza to Silicon Valley and from macro dramas to microprocessors, it usually means the Street has revived its interest in corporate particulars and rediscovered its willingness to believe.

Following an afternoon of televised protests in Athens coinciding with a lethargic stock-market dip Wednesday, tech-industry beacons crucial to the Nasdaq commanded investor eyeballs after the close.

Netflix Inc. (NFLX) surpassed forecasts for the one metric that matters to investors these days - net new subscriber growth - and its shares were sent higher following the first day after a 7-for-1 split.

Intel Corp. (INTC) did OK on the revenue and per-share earnings lines, and that was good enough for traders to overlook the fact that a low tax rate and buybacks flattered the bottom line. That’s what happens when a stock loses 18% in half a year leading up to a key quarterly report: the bar is lowered.

And eBay Inc. (EBAY) is furthering its rapid retooling by seeking to sell a once-ballyhooed enterprise-ecommerce unit for some $900 milion as it prepares to split off its coveted PayPal unit Friday. This stock, which has shuttled far in and out of favor over the past two decades, reached a fresh all-time high this week on excitement over the restructuring.

Without trying to overstate the importance or durability of this change in market tone, the return of tech-industry corporate “stories” is what most investors have wanted to see. And along with the generally upbeat response to just-good-enough profit reports, this is a reason the indexes have regained their footing and have re-approached their old highs.

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With fears of a chaotic contagion outcome in Greece and perhaps China set aside for now, the market’s generosity in bidding up Nasdaq bellwethers that are not cheap shows an optimistic confidence that frequently runs through bull markets. At some point at some level of the Nasdaq this could well be exposed as doomed gullibility, but probably not today.

The Netflix story is perhaps the most fascinating at the moment. Its’ second-quarter revenue was only half a percent better than its own guidance of three months ago, and total membership about 1.1% better than the company forecast. Yet since the day it offered that guidance, the stock had gained 45% through yesterday’s close and is poised to pop strongly today.

Maybe it’s instructive to look back in more details to April 15, when Netflix also wowed the Street and the indexes were looking to push back to their highs, as they are now. The bellwethers of the Nasdaq, as measured by the PowerShares QQQ Trust (QQQ) ETF, stretched a bit higher, had a shallow pullback of a couple of percent, then recovered to a slight new record a couple of weeks later. And the Qs have had a hard time sustaining any upside beyond that price just above $110 since then – though it appears ready to try again today.