Applied Digital’s Revenue Is Likely About to Plunge. Don’t Let That Fool You on October 7. The key story for Applied Digital is growing rental revenue and potential new AI data-center lease signings. Barchart · Oct 2
3 AI Stocks That Could Surprise Investors by 2029 These three stocks offer three different ways to participate in the AI infrastructure buildout. Barchart · Sep 29
APLD’s 250MW Question: The Deal That Could Unlock Applied Digital Stock’s Next Leg Up APLD's $36B contracted backlog and 91% HPC margins haven't moved the stock because investors are pricing in execution risk on power/supply-chain constraints and lower yields on new deals. Barchart · Sep 22
Famous Hedge Fund Tiger Global Opened a New Position in This 1 AI Stock Tiger Global just opened a new stake in Applied Digital, betting on growth in AI data centers. Here is what the hedge fund's 13F filing shows. Barchart · Aug 19
AI Data Centers Are Splitting Winners From Pretenders in Infrastructure Stocks AI data center demand is splitting the market: CoreWeave, Nebius and IREN show strong capital access, while Applied Digital and HIVE Digital face debt and dilution risks in the crypto-to-AI pivot. MarketBeat · Aug 10
Applied Digital Posted a Solid Quarter and the Stock Is Moving Higher. What to Expect Next. Applied Digital posted a major fiscal fourth-quarter beat with revenue of $258.7 million and adjusted EPS of $0.04, far ahead of expectations, as demand for its AI data center capacity continues to surge. Barchart · Jul 30
Applied Digital: The AI Selloff May Have Created a 159% Opportunity in This Under-$30 Stock The market turned bearish on AI. Wall Street still loves this barely under-$30 stock. Barchart · Jul 30
Applied Digital Leverages Mystery Tech Titan for Cheaper Debt Applied Digital Inc. (NASDAQ:APLD) investors have largely focused on the company’s roughly $20 billion lease commitment from an unnamed investment-grade hyperscaler. But management believes the biggest benefit of landing that customer may not be the revenue—it’s the cheaper financing that comes with it. Benzinga · Jul 28
Why Penguin Solutions May Be the Smartest AI Infrastructure Stock Penguin Solutions posted a nearly 48% revenue jump and raised guidance in fiscal Q3, prompting analysts to lift price targets amid strong institutional buying and a rallying stock. MarketBeat · Jul 8
A Small-Cap Utility Stock Just Signed 1 of the Biggest AI Power Deals You Haven’t Heard Of Applied Digital must draw a massive amount of electricity from the grid to support its new data centers, and this under-the-radar company is one of the top beneficiaries. Barchart · Jun 30
This Small AI Infrastructure Company Is Landing Billion-Dollar Contracts Applied Digital offers the combination of billion-dollar contracts and decades-long revenue visibility. Barchart · Jun 19
Dear Applied Digital Stock Fans, Mark Your Calendars for June 16 Applied Digital has announced a senior secured note offering of $1.59 billion for funding its Polaris Forge 1 expansion. Barchart · Jun 13
Applied Digital Is Building a $36 Billion AI Real Estate Empire Applied Digital is successfully transitioning into a premier digital infrastructure landlord by securing massive hyperscaler commitments for its data centers. MarketBeat · Jun 12
Applied Digital (APLD) Stock Jumps on Data Center Deal Applied Digital stock inched higher Tuesday on a 15-year lease agreement with a hyperscaler. But does that warrant buying APLD shares today? Barchart · Jun 10
The Economic Times · Jun 9 Applied Digital signs $5.2 billion AI data center lease with US hyperscaler Major technology companies are raising their spending on data centers to support powerful artificial intelligence models, boosting demand for electricity, computing capacity and specialized facilities.
Barchart · May 26 Applied Digital’s Hyperscaler Deal Is Just the Beginning of a Much Bigger AI Opportunity Analysts believe the hyperscaler agreement may only represent the first phase of a much larger AI infrastructure partnership as Applied Digital continues to market additional capacity to the same customer.
Barchart · May 25 Applied Digital Signed a Major Lease With a Hyperscaler for Its New Polaris Forge 3 Campus. What This Means for APLD Stock. APLD's steady buildout of its data center business is prompting bullish vibes toward investors.
MarketBeat · May 15 3 AI Data Center Stocks Worth Watching for Capital Rotation As AI infrastructure investment shifts beyond semiconductors, data center companies like Applied Digital, IREN, and CoreWeave are emerging as potential beneficiaries.
Barchart · May 7 CHRN Stock Just Started Trading as Applied Digital Spins Off ChronoScale. How to Play Shares Here. Applied Digital recently spun off ChronoScale, its cloud unit.
Barchart · Apr 28 A $7.5 Billion Reason to Buy Applied Digital Stock Here Applied Digital’s massive new hyperscaler deal is reshaping its revenue visibility, giving investors a clearer line of sight into long-term AI infrastructure demand.
Barchart · Apr 15 Analysts Are Still Betting That Applied Digital Stock Can More Than Double Over the Next 12 Months Despite a massive rally, Applied Digital Corporation still has bulls calling for over 200% upside, as AI infrastructure demand fuels aggressive Street targets as high as $99.
Barchart · Apr 10 Should You Buy the Dip in Applied Digital Stock Today? Applied Digital shares slip despite posting a better-than-expected Q3 earnings release. Here’s why caution is warranted in buying the dip in APLD stock today.
Barchart · Mar 18 Up 1,520% in a Year, This Energy Stock Just Hit a New 52-Week High. Should You Buy It Now? Babcock & Wilcox Enterprises hit a new 52-week high on Tuesday, the 19th of the past year. Its shares are now up 1,613% over the past year. This company has so many twists and turns, it will make your head spin.
Barchart · Feb 21 As Nvidia Ditches Applied Digital Stock, Should You? Nvidia exited its stake in Applied Digital, yet analysts have maintained a steady outlook. Does this point to emerging risk or a timely opportunity?
MarketBeat · Feb 19 NVIDIA’s 13F Bombshell: A New AI Power Trio Emerges NVIDIA did anything but stand pat with its investments during Q4 2025. See how the company turned over its holdings in the quarter.