（原标题：美股异动 | 英伟达(NVDA.US)持仓概念股走低 CoreWeave(CRWV.US)跌超5.4%） 智通财经APP获悉，周三，英伟达持仓概念股股价走低，截至发稿，CoreWeave(CRWV.US)跌超5.4%， Arm Holdings(ARM.US)跌超2%，Applied Digital(APLD.US)跌超3%，Recursion Pharmaceuticals(RXRX.US)、Nebius(NBIS.US)跌超5%。英伟达(NVDA.US)跌0.5%。 ...

周三，英伟达持仓概念股股价走低，截至发稿，CoreWeave(CRWV.US)跌超5.4%，Arm Holdings(ARM.US)跌超2%，Applied Digital(APLD.US)跌超3%，Recursion Pharmaceuticals(RXRX.US)、 Nebius(NBIS.US)跌超5%。英伟达(NVDA.US)跌0.5%。 ...

Joining us now in a CNBC exclusive is applied digital CEO Wes Cummins. We'll talk about what this deal of course means for oh a lot of different things. Let's start off there.5 billion 15 years. Why don't you ever name the the tenants in in some of these instances confidentiality and the agreements don't allow us to name who the tenants are in our first lease. We we named Core Weeb as the tenant.But but David on this for a hyperscaler investment rate hyperscaler specifically that's most of the companies tha ...

Applied Digital stock (Nasdaq:APLD) soared on Wednesday after the company signed a roughly $5 billion, 15-year AI compute lease with a major US hyperscaler for 200 MW of capacity at its Polaris Forge ... ...

Applied Digital on Wednesday signed a $5 billion lease with a U.S.-based hyperscaler for 200 MW at its Polaris Forge 2 campus in North Dakota, sending its shares up 4% in premarket trading. ...

Approximate 15-Year Lease Agreement to Deliver 200 MW of Critical IT Capacity at Polaris Forge 2, Bringing the Company’s Total Leased Capacity Across North Dakota, With Two of the Largest Global Hyperscalers, to 600 MWDALLAS, Oct. 22, 2025 (GLOBE NEWSWIRE) -- Applied Digital (NASDAQ: APLD) announced today that it has entered into a lease agreement with a U.S. Based Investment Grade Hyperscaler at its state-of-the-art, purpose-built Polaris Forge 2 Campus currently under construction near Harwood, North Dako ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Key Takeaways Applied Digital shares jumped 46.8% in a month, beating the broader Finance sector's decline.Strong AI and data center demand, plus the CoreWeave deal, support long-term growth. Despite gains, rising loss estimates and a rich valuation make APLD a cautious hold. Applied Digital (APLD) shares have appreciated 46.8% in a month, outperforming the broader Zacks Finance sector’s decline of 2.9% and the Zacks Financial – Miscellaneous Services industry’s fall of 8.1%. Since reporting first-quarter f ...

文章核心观点 - 信息技术板块中Wolfspeed和Applied Digital两只股票因相对强弱指数高于70而显示超买信号，可能预示短期风险 [1][2] Wolfspeed Inc (WOLF) 分析 - 公司近期完成法院批准的重组计划，债务从65亿美元削减至20亿美元，降幅达70%，利息支出减少约60% [7] - 公司将从北卡罗来纳州重新注册至特拉华州，股东将获得置换后的新普通股 [7] - 公司股价在过去一个月内上涨约1284%，52周高点为3660美元，上周五股价下跌44%至3100美元收盘 [7] - 公司相对强弱指数为73，动量评分为9939 [7] Applied Digital Corp (APLD) 分析 - 公司第一季度营收6422万美元，超出分析师预期的4999万美元，调整后每股亏损003美元，优于分析师预期的每股亏损013美元 [7] - 公司首席执行官表示第三份租约验证了其平台和执行能力，定位为全球大型科技公司的战略合作伙伴 [7] - 公司股价在过去一个月内上涨约40%，52周高点为4020美元，上周五股价下跌66%至3424美元收盘 [7] - 公司相对强弱指数为726 [7]

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