Stock Movers Weekly Roundup: Applied Digital & MP Materials Soar, FedEd Dips
Oct 10, 2025
Applied Digital is on a surge, fueled by talks of a new data center and impressive revenue. Meanwhile, FedEx is in a slump due to tariff issues and diminishing shipment volumes affecting its profits. In contrast, MP Materials sees a substantial rise, thanks to China's export restrictions, hinting at new opportunities for U.S. investments in the rare-earths sector. The podcast dives into these intriguing stock movements and what they mean for investors.
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Applied Digital's Big Momentum
- Applied Digital surged after funding and lease progress for new data center campuses, pushing shares to multiyear highs.
- First-quarter revenue beat expectations aided by one-time tenant fit-out income and narrower-than-expected losses.
Logistics Sector Pressure
- FedEx fell sharply as tariff headlines and a JPMorgan downgrade pressured the stock and sector.
- JPMorgan cited perceived weakened price discipline among less-than-truckload carriers and lower China-US shipments as profit headwinds.
Rare Earths Rally Benefits MP Materials
- MP Materials jumped after China export curbs and tariff threats boosted investor interest in Western rare-earth suppliers.
- U.S. government investment and defense funding have already supported MP's dramatic year-to-date gains.