Stock Movers Applied Digital Rises, Levi Falls, Mosaic Drops on Phosphate Production
Oct 10, 2025
Applied Digital is making waves with a significant rise in shares after advancing talks for a new data center. Levi Strauss has raised its outlook but is grappling with tariff challenges, affecting their margins. Meanwhile, Mosaic is facing setbacks as mechanical issues and utility interruptions lead to a drop in phosphate production, disappointing analysts. This episode dives into the dynamic shifts in the stock market, highlighting both gains and losses for these prominent companies.
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AI Data Center Demand Lifts Applied Digital
- Applied Digital is seeing huge market enthusiasm as AI infrastructure demand drives rapid share gains.
- First-quarter revenue beat expectations aided by one-time tenant fit-out income and narrower adjusted losses.
Tariff Shifts Pressure Levi Strauss
- Levi Strauss upgraded its earnings outlook but shares fell sharply amid tariff concerns.
- Management now expects about 30% tariffs in China and raised its rest-of-world tariff estimate to ~20%.
Production Problems Hit Mosaic
- Mosaic's phosphate production fell short after mechanical and utility issues at plants.
- The production shortfall and weaker preliminary sales volumes pressured the stock and outlook for fertilizer demand.