CRWV, NBIS, IREN, APLD Stocks Drop After Microsoft Capex Falls Short On Delayed Third-Party Capacity
Published . Updated .
This report is about the broad US market.
Directly affected
- CRWV CoreWeave-28.6% 30d
Named in this report.
- NBIS Nebius Group N.V-19.7% 30d
Named in this report.
- IREN Iren-35.6% 30d
Named in this report.
- APLD Applied Digital-20.2% 30d
Named in this report.
- MSFT Microsoft+8.4% 30d
Named in this report.
Indirectly affected
- DIA SPDR Dow Jones Industrial Average ETF-1.7% 30d
SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story.
- QQQ Invesco QQQ+1.7% 18d
Invesco QQQ: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story.
- XLK Technology Select Sector SPDR+9.1% 16d
Technology Select Sector SPDR holds the technology sector that Applied Digital belongs to, so it often moves with news about it.
- ADP Automatic Data Processing+7.2% 30d
Automatic Data Processing is a peer of Applied Digital in computer processing and data preparation; rivals often move on the same news.
- WDAY Workday+9.4% 30d
Workday is a peer of Applied Digital in computer processing and data preparation; rivals often move on the same news.
- RDDT Reddit
Reddit is a peer of Applied Digital in computer processing and data preparation; rivals often move on the same news.
- VRSK Verisk Analytics
Verisk Analytics is a peer of Applied Digital in computer processing and data preparation; rivals often move on the same news.
- TOST Toast
Toast is a peer of Applied Digital in computer processing and data preparation; rivals often move on the same news.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| CRWVNo price data for this ticker | — | — | — | — | — | — | — |
| NBISNo price data for this ticker | — | — | — | — | — | — | — |
| IREN | -11.55% | -11.78% | base | after close | after close | after close | after close |
| APLDNo price data for this ticker | — | — | — | — | — | — | — |
| MSFT | -2.00% | +0.06% | base | after close | after close | after close | after close |
| DIANo price data for this ticker | — | — | — | — | — | — | — |
| QQQ | -2.90% | -1.86% | base | after close | after close | after close | after close |
| XLKNo price data for this ticker | — | — | — | — | — | — | — |
| ADPNo price data for this ticker | — | — | — | — | — | — | — |
| WDAYNo price data for this ticker | — | — | — | — | — | — | — |
| RDDTNo price data for this ticker | — | — | — | — | — | — | — |
| VRSKNo price data for this ticker | — | — | — | — | — | — | — |
| TOSTNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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CRWV, NBIS, IREN, APLD Stocks Drop After Microsoft Capex Falls Short On Delayed Third-Party Capacity Yahoo Finance
Source: Yahoo Finance
This story
| Company | When | Move | Status |
|---|---|---|---|
| IREN | three days earlier | -11.78% | final price |
| IREN | five days earlier | -11.55% | final price |
| MSFT | three days earlier | +0.06% | final price |
| MSFT | five days earlier | -2.00% | final price |
| QQQ | three days earlier | -1.86% | final price |
| QQQ | five days earlier | -2.90% | final price |
Trades by members of Congress and officials in the stocks in this story
- Donald J Trump, an executive branch official, bought CoreWeave (CRWV), worth $1,001 - $15,000 on 28 Aug 2026. That is 62 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 29 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 31 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Microsoft (MSFT), worth $1,001 - $15,000 on 24 Sep 2026. That is 35 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Automatic Data Processing (ADP), worth $15,001 - $50,000 on 26 Aug 2026. That is 64 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Workday (WDAY) (held by a spouse), worth $1,001 - $15,000 on 28 Aug 2026. That is 62 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Workday (WDAY) (held by a spouse), worth $1,001 - $15,000 on 27 Aug 2026. That is 63 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Workday (WDAY) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 65 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Reddit (RDDT) (held by a spouse), worth $15,001 - $50,000 on 7 Aug 2026. That is 83 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Verisk Analytics (VRSK), worth $50,001 - $100,000 on 21 Aug 2026. That is 69 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Verisk Analytics (VRSK), worth $1,001 - $15,000 on 18 Aug 2026. That is 72 days before publication. Filed 10 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100
“CRWV, NBIS, IREN, APLD Stocks Drop After Microsoft Capex Falls Short On Delayed Third-Party Capacity” scores 12 out of 100. The score uses 1 sources.