Applied Digital (APLD) Stock: Why Did Nvidia Just Sell Its Entire $177M Stake?

TLDR Nvidia’s Q4 2025 13F filing confirmed it sold all 7.72 million shares of Applied Digital, a stake worth ~$177M. APLD dropped 8.4% in after-hours trading after the filing was released Tuesday. Nvidia also exited positions in Arm Holdings and WeRide. New positions were opened in Intel (~214.8M shares, ~$7.9B), Nokia, and Synopsys. Northland Capital [...]

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