DigitalOcean Holdings Inc

Every one of the five worst names at Friday's close was an AI data center or cloud stock, led by CoreWeave's 12.3% drop. The entire winners' list came from energy and defense.

CoreWeave's 6.8% drop anchors a decline list made up entirely of compute and data-center names. Downside is moving roughly three times faster than upside this morning.

Every one of today's five worst performers in a 383-name universe lost double digits, led by CoreWeave's 15.42% drop. The best gain on the other side was capped at 4.62%, so the downside is moving far faster than the upside.

All three major US wireless carriers closed down double digits on the same day, a rare sweep for names usually bought as defensive income. Moderna's 13.8% gain topped the board on the other side.

Arm closed up 17.19% at $323, topping a session where four other priority names each added more than 12%. Declines stayed shallow: Novo Nordisk's 7.94% drop was the only one past 4%, with Exxon Mobil and Chevron down under 3%.

Server hardware owned Friday's close: Hewlett Packard Enterprise added 12.2% and Dell 11.5%, with ON Semiconductor and Super Micro also finishing up more than 7%. NuScale Power sat at the other extreme, down 14.8% to $8.70.

Cloudflare closed up 10.57% at $314.35, the biggest gain across 111 priority names. Cipher Mining shed 8.56% and Lyft 7.91% at the other extreme.