Marathon Digital Holdings Inc

Bitcoin miners owned Thursday's close, led by Marathon Digital finishing 13.5% higher, with Cipher Mining and Iren both up 7% or more. Large-cap losses ran heavier than usual, with Qualcomm off 5.66% and General Motors down 4.93%.

Snowflake closed 17.43% higher, the biggest single-day move in a 111-stock priority universe. Only three other names in that group gained more than 9%.

Nearly 20 points separated the best and worst names at Friday's close: Iren gave up 12.72% while Workday added 6.38%. Three losers dropped more than 10% in a single session, a reset worth checking before Monday.

Super Micro Computer closed 9.17% higher at $38.40, the biggest gain across our 111-stock priority list Monday. Hardware, nuclear and crypto names filled out the top five while software took the damage, Rubrik down 6.59%. Watch whether that split survives the open.

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.

Workday closed 18.7% higher at $208.09, the biggest single-session move across our 110-stock priority list. Software names took four of the five top spots, while Coherent and Cipher Mining each shed more than 7%.

Nearly 47 points of spread separated the best and worst names at the close: Airbnb up 21.6% while Trade Desk gave up a quarter of its value at $13.15. Index-level calm is hiding single-stock moves this size.

Earnings split the session at the close: Airbnb's raised revenue outlook lifted it 15.1% while Trade Desk lost nearly a quarter of its value. Travel, optics and AI names carried the session; ad tech and crypto miners absorbed the damage.