On Friday, during the U.S. overnight trading session, IREN Ltd climbed 12%. Results flagged surging AI cloud revenue and better EBITDA.

Cipher Mining Inc. (CIFR) rose 6.85%. Shares rebounded after post-earnings pressure.

Lam Research advanced 6%. A stabilization in equipment names aided a rebound.

Unity Software Inc. (U) gained 3.87%. Q3 beat and buyout chatter lifted sentiment.

IONQ Inc. rallied 5.22%. Results beat and guidance was raised.

Credo Technology Group Holding Ltd (CRDO) climbed 5.19%. A chip rebound supported shares.

Marvell Technology (MRVL) advanced 4%. Easing deal overhang and chip strength helped.

SanDisk Corp. rose 4%. Storage names rebounded.

Advanced Micro Devices (AMD) gained 3.95%. Shares bounced after a sharp selloff.

Micron Technology (MU) climbed 3.5%. Shares recovered after plant-halt headlines.

Applied Materials (AMAT) increased 2.37%. Equipment strength aided a rebound.

Coherent gained 2.37%. Valuation debate followed Q1 results.

Dell Technologies Inc. (DELL) added 2.13%. Pressure from target cuts eased.

Western Digital rose 2.12%. Storage sentiment improved.

ARM Holdings advanced 1.88%. Earnings and commentary highlighted AI demand.

Applied Optoelectronics (AAOI) tumbled 6%. Soft Q4 guidance overshadowed a Q3 beat.

Moderna, Inc. fell 2.2%. Profit-taking followed debate over its cancer vaccine path.

Chip stocks rose, with Broadcom and Astera Labs, Inc. (ALAB) rising 2.36%.

Memory chip stocks rose, with Seagate Technology PLC (STX) rising 1.52%.

Optical communication stocks rose, with Lumentum rising 2.9%.

Among other individual movers, Bloom Energy Corp (BE) gained 3.46%, AST SpaceMobile, Inc. (ASTS) advanced 2.09%.