11 names are moving together; 9% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| HUT | Hut 8 Corp. | Financial Services | -0.8% | Group member |
| RIOT | Riot Platforms, Inc. | Financial Services | -0.1% | Group member |
| CIFR | Cipher Digital Inc. | Technology | -1.1% | Group member |
| WULF | TeraWulf Inc. | Financial Services | -7.1% | Group member |
| CORZ | Core Scientific, Inc. | Technology | -2.9% | Group member |
| MARA | MARA Holdings, Inc. | Financial Services | -0.3% | Group member |
| APLD | Applied Digital Corporation | Technology | -1.3% | Most structurally connected |
| IREN | IREN LIMITED | Financial Services | -1.0% | Group member |
| CLSK | CleanSpark, Inc. | Financial Services | +8.4% | Group member |
| LUMN | Lumen Technologies, Inc. | Communication Services | -1.1% | Group member |
| GLXY | Galaxy Digital Inc. | Financial Services | +3.7% | Group member |
Cohort
11 namesParticipation
9% this sessionObserved history
1 daily buildsFiling coverage
11/11 memberscredit / rates affecting interest expense
“This decrease was partially offset by increases of $9.9 million in loan interest expense and $1.1 million in issuance costs amortization as we entered into more debt arrangements during the three months ended February 28, 2026.”
APLD 10-Q
capital investment / capacity
“Industry Trends We believe the data center industry is poised for significant growth, driven by the rapid adoption of digital technologies across all sectors.”
APLD 10-K
restructuring
“As of the date of this report, these terms (as set forth in the LLCA) have been finalized by the parties, the execution of which is expected to occur at closing, subject to satisfaction of the other closing conditions, such as, among other things, APLDH executing a lease with a hyperscaler for the first 100 MW of Polaris Forge 1, in a form acceptable to MAM, for us and APLDH to carry out the Internal Restructuring and entering into the Corporate Services Agreement, as well as customary closing conditions.”
APLD 10-K
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.