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

Lucid rocketed 20.5% at the close on fresh capital momentum, while semiconductor stocks stumbled with SanDisk and Navitas both down over 11%.

Software and entertainment stocks powered the close as SanDisk cratered 11.13% on what looks like broad chip sector fatigue hitting even memory makers.

Software and fintech stocks rallied at Friday's close while a double-digit sell-off hit healthcare and semiconductor names, splitting the market sharply by sector.

AI infrastructure and optical networking stocks charged into the close, with Applied Optoelectronics and Coherent leading a 14.7% and 10.9% surge. AMC Entertainment fell 7.7% as retail favoritism faded.

Lucid jumped 8.4% to lead gainers while semiconductor names crashed, with SanDisk tanking 13.4% and Navitas sliding 12% at Thursday's close.

Tech stocks split wide open as AppLovin and SanDisk cratered over 12% each while Salesforce and fuboTV rallied, exposing which names traders still want to own in a geopolitically volatile market.

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%.

Cloud and energy rallied while growth stocks crumbled, with Cloudflare up 7.8% and Exxon Mobil up 3.9% as Rivian imploded 16.6% and semiconductor names got hammered.