The apld stock price reaction to recent industry reports suggests correlation with the semiconductor supply chain; easing chip shortages could enhance capacity expansion timelines. The government will have been shut down for nearly a week by the time markets open Monday, and Congress appears to be no closer to making a deal than it was before the shutdown began. Of all recent developments, the August announcement of a new 150MW lease with CoreWeave at Polaris Forge 1 stands out for its relevance to both future growth and the need for substantial capital investment. This agreement expanded Applied Digital’s total anticipated lease revenue to US$11 billion and provides some visibility and support for its aggressive expansion, directly connected to the purpose of the latest capital raise. APLD stock price has been oscillating between $5.20 and $5.50 this week; traders eye the 50-day moving average for potential breakout signals as AI-powered computing boosts colocation service revenues.