Applied Digital (APLD) stock is up again — what’s driving the move after hyperscaler leases

Applied Digital (APLD) stock is up again — what’s driving the move after hyperscaler leases

New York, Jan 12, 2026, 11:32 AM EST — Regular session Applied Digital Corporation shares climbed roughly 2.5% on Monday, buoyed by continued buying following last week’s quarterly report. The stock gained 93 cents to $38.61 in late morning trading, after fluctuating between $36.10 and $39.47 earlier in the session. This shift is crucial as investors chase scarce data-center power and long-term deals linked to AI workloads. It’s been a hot spot in U.S. tech stocks this month, attracting a lot of quick capital. Applied Digital finds itself smack in the middle of this. The company is still expanding, securing
NIO stock jumps nearly 6% as Firefly delivery milestone puts China EV demand back in focus

NIO stock jumps nearly 6% as Firefly delivery milestone puts China EV demand back in focus

New York, Jan 12, 2026, 11:16 AM EST — Regular session Shares of NIO Inc climbed roughly 5.8%, reaching $4.91 by late morning Monday, after briefly hitting $4.93 earlier. Around 23.6 million shares changed hands. The rally unfolds amid renewed jitters in U.S. equities over Fed and credit market news. Jordan Rizzuto, chief investment officer at GammaRoad Capital Partners, warned, “Any further meaningful moves towards less independence is not going to be viewed favorably by markets.” (reuters.com) China’s battery supply chain is back under the spotlight. Beijing’s move to phase out value-added tax export rebates on certain battery products pushed
Alibaba stock pops nearly 10% as Qwen AI tops 700 million Hugging Face downloads

Alibaba stock pops nearly 10% as Qwen AI tops 700 million Hugging Face downloads

NEW YORK, Jan 12, 2026, 11:08 EST Shares of Alibaba Group Holding (BABA.N) jumped nearly 9.8% to $165.68 in late morning trading Monday. The surge followed news that its Qwen open-source AI models surpassed 700 million downloads on Hugging Face, a platform where developers exchange and refine models. https://finance.yahoo.com/quote/BABA/ The number of downloads stands out as one of the rare public indicators investors can latch onto in the AI battle. This comes as Alibaba pushes to persuade markets that cloud computing and AI will drive a bigger share of its growth. Alibaba Cloud’s Qwen family topped 700 million downloads on
Alphabet hits $4 trillion mark as Google’s AI reboot wins back Wall Street

Alphabet hits $4 trillion mark as Google’s AI reboot wins back Wall Street

New York, January 12, 2026, 11:10 EST Alphabet reached a $4 trillion market value on Monday, marking a major shift in how investors view the Google parent amid the AI boom. (Reuters) The AI race has morphed into a spending war—chips, data centers, talent—and investors are backing the handful of companies they believe can bankroll this push while keeping margins intact. Alphabet’s leap also shakes up the upper ranks of global equities, having surpassed Apple in market cap last week. The company’s rebound also serves as a modest answer to a debate swirling since ChatGPT’s rise in 2022: did Google
SoFi stock swings on Trump’s 10% credit-card rate cap talk as CEO flags personal-loan upside

SoFi stock swings on Trump’s 10% credit-card rate cap talk as CEO flags personal-loan upside

New York, January 12, 2026, 11:12 (ET) — Regular session Shares of SoFi Technologies (SOFI.O) slipped roughly 1.7% to $26.94 by 11:12 a.m. ET on Monday, after earlier hitting $28.05. Traders initially jumped on a Washington-related headline, only to pull back soon after. The stock finds itself pulled in opposite directions. A cap on credit-card interest rates might squeeze banks and card issuers but could steer some borrowers toward personal loans — a core area for SoFi. The timing matters — the proposal dropped just as investors were digging into consumer credit trends and scouting fintech’s next growth area. Yet,
XRP price drifts near $2 as crypto fund outflows grow and ETF filings shift the backdrop

XRP price drifts near $2 as crypto fund outflows grow and ETF filings shift the backdrop

NEW YORK, Jan 12, 2026, 11:07 AM EST — Regular session XRP slipped about 0.5% on Monday, settling near $2.09. The token remains trapped in a tight range, leaving both bulls and bears frustrated. (CoinMarketCap) This shift is significant because inflows into listed crypto products now serve as a sharp gauge of risk appetite, particularly early in the year when portfolios adjust and liquidity tightens. XRP, in particular, has attracted a rising number of U.S.-listed funds, heightening its sensitivity to news that would have barely registered a year ago. The move comes as markets continue to adjust to shifting interest-rate
IREN stock jumps as bitcoin firms up; what traders are watching next

IREN stock jumps as bitcoin firms up; what traders are watching next

New York, Jan 12, 2026, 11:15 EST — Regular session underway. IREN Limited shares jumped Monday, gaining roughly 7.3% to $49.38 as buyers returned to crypto-linked stocks. Early trading saw the price fluctuate between $45.85 and $49.83, with roughly 20.5 million shares changing hands. The move is significant because IREN straddles two worlds: it continues mining bitcoin while also positioning itself as an AI infrastructure player. This dual focus leaves the stock vulnerable to swings from both crypto prices and the pace of data-center expansions. Rate-cut timing remains unclear, rattling investors in high-growth stocks linked to hefty capex. A handful
AMD stock jumps as Bernstein stays cautious on chipmaker and Wall Street frets Fed fight

AMD stock jumps as Bernstein stays cautious on chipmaker and Wall Street frets Fed fight

New York, Jan 12, 2026, 10:31 (EST) — Regular session Shares of Advanced Micro Devices were up 2.6% at $208.44 by 10:31 a.m. EST on Monday, even as the Nasdaq 100 tracker dipped slightly. The stock traded between $200.00 and $208.44. The move lands in a market that is quick to swing on chip names, where money has chased anything tied to artificial intelligence and then backed away just as fast. AMD sits near the center of that push-pull ahead of its next results. Bernstein analyst Stacy Rasgon reiterated “outperform” calls on Nvidia and Broadcom and wrote that AI spending
Plug Power stock rises as UBS conference nears and Jan. 29 vote raises reverse-split stakes

Plug Power stock rises as UBS conference nears and Jan. 29 vote raises reverse-split stakes

New York, Jan 12, 2026, 11:01 ET — Regular session Plug Power Inc (PLUG) shares climbed 4.1% to $2.28 by late morning on Monday, trading in a range from $2.14 up to $2.30. Roughly 28.4 million shares changed hands. Investors are zeroing in on Plug’s special meeting set for Jan. 29, where shareholders will vote on key charter amendments — notably raising authorized common shares from 1.5 billion to 3.0 billion. Plug warned that if the increase fails, it “will implement a reverse stock split” to free up shares needed to meet financial commitments and maintain operational flexibility. Back in
Alphabet stock’s $4 trillion flashpoint: Google’s AI refocus puts it back in the lead

Alphabet stock’s $4 trillion flashpoint: Google’s AI refocus puts it back in the lead

New York, January 12, 2026, 11:02 EST Alphabet surged past a $4 trillion market cap on Monday, highlighting the rapid shift in investor sentiment toward Google’s AI ambitions. https://www.reuters.com/business/alphabet-hits-4-trillion-valuation-ai-refocus-lifts-sentiment-2026-01-12/ This shift matters now as Big Tech’s AI spending spree bumps up against a crucial question: who can convert their hardware and models into steady cash flow, and who’s merely leasing pricey compute power from others. Alphabet shares dipped 0.3% to $327.47 in late morning trading. The stock has climbed roughly 65% over the last year and gained about 6% year-to-date in 2026. The rally has propelled Alphabet closer to Nvidia,
Nvidia stock wobbles after $1B Eli Lilly AI lab plan as CPI and TSMC loom

Nvidia stock wobbles after $1B Eli Lilly AI lab plan as CPI and TSMC loom

NEW YORK, Jan 12, 2026, 10:43 a.m. ET — Regular session Nvidia (NVDA.O), the world’s most valuable listed company, and Eli Lilly (LLY.N) said on Monday they will spend $1 billion over five years on a joint research lab in the San Francisco Bay Area, betting Nvidia’s next Vera Rubin AI chips can speed drug discovery. Nvidia shares were down 0.2% at $184.42 by 10:30 a.m. ET. (Reuters) The move gives Nvidia another lane to sell chips and software as investors debate how long the AI spending surge by Big Tech can stay at full tilt. For Lilly, it is
Opendoor stock dips as Trump mortgage-bond boost cools; CPI next for OPEN

Opendoor stock dips as Trump mortgage-bond boost cools; CPI next for OPEN

New York, Jan 12, 2026, 10:53 ET — Regular session Opendoor Technologies (OPEN.O) shares dropped 3.2% to $7.06 in Monday’s morning session, retreating from recent gains sparked by U.S. housing policy news. The stock swung between $6.94 and $7.25, with roughly 26.1 million shares traded by 10:53 a.m. ET. The pullback is notable because Opendoor stands out as one of the clearest plays tied to mortgage rates: when borrowing costs drop, buyer activity typically rises, boosting housing turnover. President Donald Trump announced a $200 billion order for mortgage-bond purchases aimed at lowering housing expenses, a plan set to unfold through

Stock Market Today

CapitaLand Investment share price jumps as CapitaLand REIT payouts roll in — what’s next for 9CI

CapitaLand Investment share price jumps as CapitaLand REIT payouts roll in — what’s next for 9CI

7 February 2026
CapitaLand Investment shares rose 1.3% to S$3.12 on Friday, bucking a 0.8% drop in Singapore’s benchmark index. CapitaLand Integrated Commercial Trust reported a 16.4% jump in second-half distributable income, while CapitaLand Ascendas REIT posted a 1.4% full-year rise. CapitaLand China Trust saw full-year DPU fall to 4.82 cents amid weaker yuan and occupancy. CLI reports FY2025 results on Feb. 11.
Keppel stock holds near 12-year high after profit jump, special dividend; buyback adds support

Keppel stock holds near 12-year high after profit jump, special dividend; buyback adds support

7 February 2026
Keppel shares closed at S$11.64 on Friday, up 0.17%, after surging 6.1% the previous day on stronger FY2025 profit and a larger dividend plan. The company bought back 151,400 shares for about S$1.74 million. Keppel reported a 29% rise in full-year profit to S$1.02 billion and proposed a total distribution of 47 cents per share, including a special dividend partly paid in Keppel REIT units.
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