Owning expensive growth cost you today: AppLovin closed down 19.9%, with Axon and Duolingo double-digit and near double-digit losers alongside it. The money rotated into AI hardware, where Astera Labs and Fabrinet both finished higher.

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.

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

Super Micro Computer rocketed 20.88% at the close as data center infrastructure stocks dominated, with Dell gaining 9.67% on the same wave of demand for AI servers and networking gear.

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.

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.

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.

Energy and EV plays surged at Monday's close, with Iren vaulting 12.5% and Lucid 11.2% higher, while retail darlings AMC and Cava crumbled under heavy selling.

Meta and Palantir surge past 8% as AI optimism sweeps tech, while FuboTV jumps 13% on sports streaming momentum. SanDisk tanks 10.5% in the late selloff.