secwatch / observer
8-K/A filed April 1, 2026, 7:59 PM ET ticker APLD CIK 0001144879
other material confidence high sentiment positive materiality 0.70

Applied Digital restructures CoreWeave leases; obtains investment-grade credit support

Applied Digital Corp.

item 1.01item 9.01

Machine-readable event card

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JSON Markdown Plain text

Source-grounded claims

0ae61d830652c667d100e88cb668383390f3e733

Applied Digital Corp. entered into ELN-03 Guaranty with CoreWeave Parent valued at Unconditional Springing Guaranty of Payment and Performance in connection with CoreWeave SPV's oblig (effective 2026-03-30).

CoreWeave Parent also provided an Unconditional Springing Guaranty of Payment and Performance in connection with CoreWeave SPV’s obligations under the ELN-03 Parent Lease (the “ELN-03 Guaranty”), similar to the ELN-02 Guaranty.

SEC 8-K Item 1.01/1.02 confidence 0.9 SEC evidence

14759d59a3c34612cbbcae7cd1dcd6522017159b

Applied Digital Corp. amended ELN-02 Parent Lease Amendment with CoreWeave Parent valued at Amendment to suspend the term for two of the four data halls covered by the ELN-02 Parent Lease. (effective 2026-03-30).

On March 30, 2026, the Company and CoreWeave Parent amended the ELN-02 Parent Lease to suspend the term for two of the four data halls covered by the lease (the “ELN-02 Parent Lease Amendment”)

SEC 8-K Item 1.01/1.02 confidence 0.9 SEC evidence

495fd7623dc0cc02f841b4383145823c241deb1d

Applied Digital Corp. entered into ELN-02 SPV Lease with CoreWeave Compute Acquisition Co. VIII, LLC valued at New datacenter lease for two data halls on substantially the same terms as the ELN-02 Parent Lease, (effective 2026-03-30).

the Company entered into a new datacenter lease with CoreWeave Compute Acquisition Co. VIII, LLC (“CoreWeave SPV”), a wholly owned subsidiary of CoreWeave Parent, for those two data halls on substantially the same terms as the ELN-02 Parent Lease (the “ELN-02 SPV Lease”).

SEC 8-K Item 1.01/1.02 confidence 0.9 SEC evidence

ca57f3e5902d3cb42d2a117edf0502e1293c70c0

Applied Digital Corp. entered into ELN-03 Assignment Agreement with CoreWeave SPV valued at Assignment of all rights and obligations under the ELN-03 Parent Lease from CoreWeave Parent to Core (effective 2026-03-30).

On March 30, 2026, CoreWeave Parent entered into an Assignment, Assumption and Consent Agreement with CoreWeave SPV and APLD ELN-03 LLC (the “Assignment Agreement”), assigning all of CoreWeave Parent’s rights and obligations under the ELN-03 Parent Lease to CoreWeave SPV for the remaining term of the ELN-03 Parent Lease and releasing CoreWeave Parent from the ELN-03 Parent Lease.

SEC 8-K Item 1.01/1.02 confidence 0.9 SEC evidence

ed47341bae78d41e9efeebd9e67f8c4384306abf

Applied Digital Corp. entered into ELN-02 Guaranty with CoreWeave Parent valued at Unconditional Springing Guaranty of Payment and Performance in connection with CoreWeave SPV's oblig (effective 2026-03-30).

On March 30, 2026, as further credit enhancement, CoreWeave Parent delivered to APLD ELN-02 LLC an Unconditional Springing Guaranty of Payment and Performance (the “ELN-02 Guaranty”) in connection with CoreWeave SPV’s obligations under the ELN-02 SPV Lease.

SEC 8-K Item 1.01/1.02 confidence 0.9 SEC evidence

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XMax Inc. June 2, 2026, 4:30 PM ET other_material Items 1.01, 3.02, 9.01

same fact type: material_agreement same SEC item: 1.01, 9.01 same event type: other_material similar materiality

This filing

CoreWeave Parent also provided an Unconditional Springing Guaranty of Payment and Performance in connection with CoreWeave SPV’s obligations under the ELN-03 Parent Lease (the “ELN-03 Guaranty”), similar to the ELN-02 Guaranty.

Comparable filing

On May 28, 2026, XMax Inc. (the “ Company ”) entered into Securities Purchase Agreements (the “ Agreements ”) with certain non-U.S. investors identified on the signature pages thereto (the “ Purchasers ”), pursuant to which the Company agreed to sell to the Purchasers in a private placement for a total of 486,500 shares (the “ Shares ”) of the Company’s common stock, par value $0.001 per share (the “ Common Stock ”), at a purchase price of $7.347 per share for an aggregate offering price of $3,574,315.50 (the “ Private Placement ”).

Filing page SEC filing

CNL Strategic Capital, LLC

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CNL Strategic Capital, LLC June 2, 2026, 4:04 PM ET other_material Items 1.01, 2.03, 5.07, 8.01, 9.01

same fact type: material_agreement same SEC item: 1.01, 9.01 same event type: other_material similar materiality

This filing

CoreWeave Parent also provided an Unconditional Springing Guaranty of Payment and Performance in connection with CoreWeave SPV’s obligations under the ELN-03 Parent Lease (the “ELN-03 Guaranty”), similar to the ELN-02 Guaranty.

Comparable filing

On May 29, 2026, CNL Strategic Capital B, Inc. (the “Borrower”), a wholly-owned subsidiary of CNL Strategic Capital, LLC (the “Company”), and Valley National Bank, a Tennessee banking corporation (referred to as “Valley National Bank”), entered into a Third Amendment (the “Third Amendment”) to the Loan and Security Agreement, as amended (the “Loan Agreement”), previously entered into by such parties for a $50.0 million revolving line of credit (the “Line of Credit”).

Filing page SEC filing

OSRH

OSR Holdings enters $30M asset purchase agreement with subsidiary Vaximm for VXM01 IP

OSR Holdings, Inc. June 2, 2026, 1:16 PM ET other_material Items 1.01, 9.01

same fact type: material_agreement same SEC item: 1.01, 9.01 same event type: other_material similar materiality

This filing

CoreWeave Parent also provided an Unconditional Springing Guaranty of Payment and Performance in connection with CoreWeave SPV’s obligations under the ELN-03 Parent Lease (the “ELN-03 Guaranty”), similar to the ELN-02 Guaranty.

Comparable filing

On May 27, 2026, OSR Holdings, Inc. (the “Company”) entered into an Asset Purchase Agreement (the “Asset Purchase Agreement”) with Vaximm AG (“Vaximm”), a clinical-stage biopharmaceutical company organized under the laws of Switzerland.

Filing page SEC filing

VTIX

Virtuix amends warrants to $4.00 exercise price, extends period to July 27, 2026

Virtuix Holdings Inc. June 2, 2026, 9:15 AM ET other_material Items 1.01, 7.01, 9.01

same fact type: material_agreement same SEC item: 1.01, 9.01 same event type: other_material similar materiality

This filing

CoreWeave Parent also provided an Unconditional Springing Guaranty of Payment and Performance in connection with CoreWeave SPV’s obligations under the ELN-03 Parent Lease (the “ELN-03 Guaranty”), similar to the ELN-02 Guaranty.

Comparable filing

On June 1, 2026, Virtuix Holdings Inc. (the “Company”) entered into amendments to each of the following warrants to purchase shares of Class A Common Stock (collectively, the “Warrant Amendments”) with Streeterville Capital, LLC (the “Investor”) amending the exercise price and extending the Reduced Exercise Price Period (as defined below) to each such warrant

Filing page SEC filing

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USA Rare Earth, Inc. June 2, 2026, 9:14 AM ET other_material Items 1.01, 2.03, 7.01, 9.01

same fact type: material_agreement same SEC item: 1.01, 9.01 same event type: other_material similar materiality

This filing

CoreWeave Parent also provided an Unconditional Springing Guaranty of Payment and Performance in connection with CoreWeave SPV’s obligations under the ELN-03 Parent Lease (the “ELN-03 Guaranty”), similar to the ELN-02 Guaranty.

Comparable filing

On June 1, 2026, USA Rare Earth, Inc. (the “Company”) entered into a Lease Agreement (the “Lease”) with TC Liberty Development, LLC, a Delaware limited liability company (“Landlord”), for the lease of a to-be-constructed specialty rare earth magnet manufacturing facility located on Bear Den Road in Blacksburg, Cherokee County, South Carolina (the “Premises”).

Filing page SEC filing

CURB

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Curbline Properties Corp. June 2, 2026, 8:07 AM ET other_material Items 1.01, 9.01

same fact type: material_agreement same SEC item: 1.01, 9.01 same event type: other_material similar materiality

This filing

CoreWeave Parent also provided an Unconditional Springing Guaranty of Payment and Performance in connection with CoreWeave SPV’s obligations under the ELN-03 Parent Lease (the “ELN-03 Guaranty”), similar to the ELN-02 Guaranty.

Comparable filing

On June 2, 2026, Curbline Properties Corp. (the “ Company ”) and Curbline Properties LP (the “ Operating Partnership ”) entered into an ATM Equity Offering Sales Agreement (the “ Equity Sales Agreement ”) with Jefferies LLC, BNY Mellon Capital Markets, LLC, BofA Securities, Inc., BTIG, LLC, Capital One Securities, Inc., Goldman Sachs & Co. LLC, KeyBanc Capital Markets Inc., Morgan Stanley & Co. LLC, Nomura Securities International, Inc., StoneX Financial Inc. and Wells Fargo Securities, LLC, as sales agents

Filing page SEC filing

BJDX

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Bluejay Diagnostics, Inc. June 2, 2026, 6:30 AM ET other_material Items 1.01, 7.01, 9.01

same fact type: material_agreement same SEC item: 1.01, 9.01 same event type: other_material similar materiality

This filing

CoreWeave Parent also provided an Unconditional Springing Guaranty of Payment and Performance in connection with CoreWeave SPV’s obligations under the ELN-03 Parent Lease (the “ELN-03 Guaranty”), similar to the ELN-02 Guaranty.

Comparable filing

On May 27, 2026, Bluejay Diagnostics, Inc. (the “Company”) entered into an agreement and statement of work (together, the “Agreement”) with Argonaut Manufacturing Services c/o Argonaut, Inc. (“Argonaut”) regarding the provision by Argonaut to the Company of certain manufacturing services to support the Company’s SymphonyTM platform.

Filing page SEC filing

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same fact type: material_agreement same SEC item: 1.01, 9.01 same event type: other_material similar materiality

This filing

CoreWeave Parent also provided an Unconditional Springing Guaranty of Payment and Performance in connection with CoreWeave SPV’s obligations under the ELN-03 Parent Lease (the “ELN-03 Guaranty”), similar to the ELN-02 Guaranty.

Comparable filing

On May 28, 2026, in connection with the pricing of the Offering, the Company entered into an underwriting agreement (the "Underwriting Agreement") with Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, Jefferies LLC and Wells Fargo Securities, LLC, as representatives of the several underwriters listed on Schedule I thereto

Filing page SEC filing

Source: SEC EDGAR
accession 0001493152-26-014498
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