
APLD surges on good AI infrastructure results; resources and defense materials follow, but return to price on news of escalating U.S.-China tariffs (10/10/2025)
Applied Digital (APLD) jumped on Q1 sales +84% and 150MW expansion announcement with CoreWeave, reaffirming the strength of AI data center demand. In critical minerals, MP and UEC rose on policy support and tighter supply/demand, supported by individual materials such as CPSH's CEO buyout and PPTA's downstream expansion, but the news of intensified US-China tariffs from mid-market led to an overall return to value.