A major rally in Google pushed the NASDAQ to a second straight record high on Friday while weak energy stocks weighed on the Dow and S&P 500. Google surged 16.26 percent to end at an all-time high of $699.62, a day after reporting strong ad revenue growth. It was Google's largest one-day percentage gain since April 2008. Facebook rose 4.53 percent to a record high of $94.97 on hopes that it could mirror Google's ad growth. Etsy spiked 30 percent thanks to a nod from Google during its conference call.

The Dow Jones industrial average fell 33.8 points, or 0.19 percent, to end at 18,086.45. The S&P 500 gained 2.35 points, or 0.11 percent, to end at 2,126.64, just shy of its record high of 2,130.82. The Nasdaq Composite added 46.96 points, or 0.91 percent, to end at 5,210.14, its second straight record high close.

The Visual Marketplace Index is now in uncharted territory, gaining 11.84 points, up 4.45%, to close at 277.80. This is the highest the index has reached since we started tracking the index in January and since we’ve been doing this reports since June.