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.

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%.

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.

Workday closed 18.7% higher at $208.09, the biggest single-session move across our 110-stock priority list. Software names took four of the five top spots, while Coherent and Cipher Mining each shed more than 7%.

Archer Aviation topped the winners at 10.9%, with Axon and NuScale both above 7%. GoPro led the decliners at -11.9%, followed by Digital Turbine at -8.4%.

Palantir's 29% close pulled the entire AI complex with it, from Arm to the optical names supplying the data centers. Everything outside that trade got sold, with Bruker down 20% and Novo Nordisk sliding again.

Money left oil and autos for optics today: Applied Optoelectronics closed up 16.8% at $110.13, with Coherent right behind it, while Chevron, Diamondback and Ford all finished red. Four of the top five gainers sit in AI infrastructure or high-growth consumer names.

Bitcoin miners Cipher Mining and Iren each jumped more than 27% while Meta tanked 8.6% and enterprise software stocks sold off sharply.