A near 10% single-day drop in a mega-cap retailer like Walmart, closing at $103.10, is the kind of move that rarely shows up on a leaderboard next to small caps. Marathon Digital ran the other way, up 13.37%, with Cipher Mining also in the green.

Applied Optoelectronics closed out the week up 15.4% at $150.13, nearly triple the next best move on the board. Chip and storage names filled in behind it, while Duolingo and Asana ended the week lower.

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.