Digital Turbine's 35% close is the loudest move of the session, with buyers paying up for growth names delivering results, as Shopify also advanced. The pain was just as concentrated: Lucid gave back ground and Astera Labs slid even as AI peers Nvidia and Arista advanced.

Arm, Marathon Digital, and SanDisk all jumped over 10% as semiconductor and AI infrastructure stocks dominated the close. Energy stocks fell, with Exxon Mobil sliding 2.6%.

ON Semiconductor's 22% nosedive dragged semiconductor stocks lower, but retail favorites like fuboTV and Lucid surged double digits to cap the week.

Arm's 10.67% surge signals chip strength even as Meta tumbles 4.57%, while AMC extends its rally with another 10.44% gain as the closing bell rings.