Lucid surged 24% at the close while Dell and Applied Optoelectronics each dropped over 11% as tech weakness collided with electric vehicle optimism.

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.

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.

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

SanDisk surged 20% as memory demand hits record levels, a stunning reversal from retail stalwarts AMC and Duolingo both tanking over 8% in the same session.

Retail names like AMC and Affirm surge while Applied Optoelectronics plunges 10.6% in a session split between beaten-down consumer stocks and crashing tech names.

Arm surged nearly 12% in the closing stretch as chip stocks captured AI tailwinds, while fintech and telehealth stumbled with Hims & Hers down 7%.