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.

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%.

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.