Lucid surges 15% while Netflix, Marathon Digital slide: Friday's biggest movers

As seen on the 24/7 Wall St. homepage on July 17, 2026.

Biggest movers · At the close Jul 17, 4:10pm ET

Gainers

LCIDLucid$7.43+15.0%
BROSDutch Bros$67.7+3.6%
DUOLDuolingo$133.29+3.4%
LMNDLemonade$66.54+3.0%
CLOVClover Health$4.51+2.6%

Losers

NFLXNetflix$68.69-7.6%
MARAMarathon Digital$10.58-7.4%
AMCAMC Entertainment$1.94-6.5%
ALABAstera Labs$299.99-6.2%
AXONAxon Enterprise$508.49-6.1%

Lucid rocketed 15% into the close while Netflix crashed 7.6%, exposing a massive risk appetite reset across mega-cap tech and speculative plays on the same Friday.

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Friday's session carved a sharp divide between speculative small-caps and established growth names. Lucid (LCID) led all gainers with a 15% jump, closing at $7.43, while Dutch Bros, Duolingo, Lemonade, and Clover Health each posted modest gains in the 2.6%–3.6% range, suggesting some appetite for risk in lower-priced names.

On the losing side, Netflix (NFLX) was the standout decliner among large-caps, shedding 7.6% to close at $68.69. Marathon Digital (MARA) fell a nearly identical 7.4% to $10.58, while AMC Entertainment dropped 6.5% to $1.94. Astera Labs and Axon Enterprise also gave back meaningful ground, sliding 6.2% and 6.1% to $299.99 and $508.49, respectively.

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The breadth of Friday's losers — spanning streaming, crypto mining, meme stocks, and high-growth tech infrastructure — points to a broad reassessment of risk across multiple categories in a single session, rather than a sector-specific rotation. Investors watching these names will want to track whether the selling pressure in mega-cap tech and speculative plays carries into the following week or proves to be a single-session reset.

Sources

Mentioned: LCID, NFLX, MARA, AMC, ALAB, AXON, BROS, DUOL

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BROS Dutch Bros

6:00pm ET

New 52-week low $46.31 -0.8% vs prior low · 2026-03-27

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Biggest movers · At the close 4:10pm ET

Gainers

GPROGoPro$1.21+38.1%
DUOLDuolingo$159.32+7.4%
CLOVClover Health$4.3+3.5%
AAPLApple$325.49+2.7%
XOMExxon Mobil$164.53+2.2%

Losers

AXONAxon Enterprise$519.24-8.3%
APPSDigital Turbine$9.96-7.4%
DELLDell Technologies$422.72-7.3%
CAVACava$61.37-6.7%
SSentinelOne$20.65-6.6%

Closed up 38.1%, a move no other priority name came close to matching. Axon, Digital Turbine, Dell, Cava and SentinelOne all shed more than 6.5% in a single session.

Biggest movers · At the close Aug 31, 4:10pm ET

Gainers

GPROGoPro$0.86+43.5%
TSLATesla$368.39+5.6%
SNDKSanDisk$1,562.46+5.2%
IRENIren$37.09+4.6%
ULTAUlta Beauty$537.5+3.9%

Losers

TTWOTake-Two Interactive$220.06-6.5%
AXONAxon Enterprise$568.95-5.3%
LYFTLyft$16.86-4.7%
AFRMAffirm$74.35-4.4%
UBERUber$75.6-4.1%

GoPro closed up 43% at 86 cents, a sub-dollar stock swinging harder than anything else in the 111-name priority list. Tesla and SanDisk added better than 5%, while Take-Two led the decliners at 6.5% lower.

Biggest movers · At the close Aug 28, 4:10pm ET

Gainers

WDAYWorkday$205.92+6.4%
DKNGDraftKings$25.53+5.4%
SPOTSpotify$546.01+3.6%
AMZNAmazon$265.35+3.5%
EXPEExpedia$328.9+3.1%

Losers

IRENIren$35.38-12.7%
RBRKRubrik$94.34-11.8%
MARAMarathon Digital$10.65-10.3%
HIMSHims & Hers$28.65-9.5%
TEMTempus AI$64.17-9.2%

Nearly 20 points separated the best and worst names at Friday's close: Iren gave up 12.72% while Workday added 6.38%. Three losers dropped more than 10% in a single session, a reset worth checking before Monday.

Biggest movers · At the close Aug 26, 4:10pm ET

Gainers

ANETArista Networks$202.78+6.2%
RBRKRubrik$96.68+4.3%
ARMArm$251.53+4.1%
DELLDell Technologies$467.63+3.6%
HPEHewlett Packard Enterprise$55.28+3.4%

Losers

SNAPSnap$5.45-8.0%
HIMSHims & Hers$29.63-6.7%
LCIDLucid$4.92-6.6%
FUBOfuboTV$10.26-6.3%
IRENIren$39.74-5.8%

Arista Networks closed up 6.2%, the best move in a 111-stock priority list where hardware names took the top four gainer slots. Snap fell 8% to $5.45, the day's steepest decline.

Biggest movers · At the close Aug 25, 4:10pm ET

Gainers

SMCISuper Micro Computer$38.4+9.2%
FUTUFutu Holdings$126.21+9.0%
SMRNuScale Power$9.78+8.1%
MARAMarathon Digital$11.97+7.1%
SNAPSnap$5.92+7.0%

Losers

RBRKRubrik$91.58-6.6%
ZSZscaler$167.65-4.8%
AIC3.ai$9.74-3.7%
ASANAsana$9.43-3.4%
DOCUDocuSign$60.52-3.3%

Super Micro Computer closed 9.17% higher at $38.40, the biggest gain across our 111-stock priority list Monday. Hardware, nuclear and crypto names filled out the top five while software took the damage, Rubrik down 6.59%. Watch whether that split survives the open.

Biggest movers · At the close Aug 24, 4:10pm ET

Gainers

AMCAMC Entertainment$2.71+6.1%
EXPEExpedia$337.61+5.0%
SNAPSnap$5.47+4.3%
BROSDutch Bros$51.84+4.0%
ULTAUlta Beauty$540.82+3.7%

Losers

AAOIApplied Optoelectronics$110.34-11.6%
HIMSHims & Hers$30.91-8.5%
TEMTempus AI$66.83-8.1%
IONQIonQ$41.45-7.6%
SNDKSanDisk$1,491.74-6.5%

The damage at Monday's close ran deeper than the gains: Applied Optoelectronics shed 11.6% while the best performer, AMC Entertainment, managed 6.08%. Four of the five worst names lost more than 7% in a single session.

Biggest movers · At the close Aug 20, 4:10pm ET

Gainers

MARAMarathon Digital$10.94+13.4%
TEMTempus AI$66.48+8.5%
AAOIApplied Optoelectronics$129.38+5.9%
FUBOfuboTV$10.79+4.4%
CIFRCipher Mining$16.58+4.3%

Losers

WMTWalmart$103.1-9.8%
IQiQIYI$1.04-8.0%
ACHRArcher Aviation$6.04-6.4%
UPSTUpstart$28.82-5.8%
IONQIonQ$41.39-4.5%

A near 10% single-day drop in a mega-cap retailer like Walmart, closing at $103.10, is the kind of move that rarely shows up on a leaderboard next to small caps. Marathon Digital ran the other way, up 13.37%, with Cipher Mining also in the green.

Biggest movers · At the close Aug 18, 4:10pm ET

Gainers

DUOLDuolingo$140.9+8.3%
SPOTSpotify$520.71+5.7%
ULTAUlta Beauty$519.44+5.3%
VERXVertex$13.06+4.7%
ASANAsana$9.24+4.6%

Losers

FNFabrinet$477.37-20.3%
CIFRCipher Mining$15.97-13.7%
AAOIApplied Optoelectronics$134.59-13.1%
BIDUBaidu$90.62-13.0%
COHRCoherent$309.03-12.0%

Fabrinet closed down 20% at $477.37, the deepest single-day loss in a 110-name priority list, with optical peers Applied Optoelectronics and Coherent also off double digits. Duolingo led all gainers at 8.3%.

Biggest movers · At the close Aug 14, 4:10pm ET

Gainers

AAOIApplied Optoelectronics$150.13+15.4%
FUBOfuboTV$10.46+6.7%
SNDKSanDisk$1,627.62+6.5%
CIFRCipher Mining$17.69+6.4%
AMDAMD$508.57+5.3%

Losers

DUOLDuolingo$134.39-6.7%
ASANAsana$9.21-6.7%
SMRNuScale Power$9.27-5.9%
ACHRArcher Aviation$6.56-5.9%
AMCAMC Entertainment$2.51-4.8%

Applied Optoelectronics closed out the week up 15.4% at $150.13, nearly triple the next best move on the board. Chip and storage names filled in behind it, while Duolingo and Asana ended the week lower.

Portfolio concentration Gavin Baker Atreides Management

Aug 14

49.6% in the top 5 names · 46 long positions disclosed

SPACE EXPLORATION TECHN CORP
32.6%
MUMICRON TECHNOLOGY INC
5.7%
CEREBRAS SYSTEMS INC
4.8%
ALABASTERA LABS INC
4.1%
CIENCIENA CORP
2.4%

As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.

Gavin Baker's Atreides Management had nearly half its disclosed long book in five names as of June 30, with a third of it in one private company, SpaceX. The rest is a straight AI infrastructure bet: Micron memory, Cerebras chips, Astera Labs connectivity and Ciena optics.