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AI demand lifts Applied Digital shares as $31B pipeline gets major boost from new deal

Applied Digital stock (APLD) hit a fresh high of around $44 in extended trading, surging from its recent base near $40. The catalyst? The company reached a massive milestone, surpassing 1 gigawatt of contracted capacity by securing a U.S.-based, high-investment-grade hyperscaler lease at its fourth campus, Polaris Forge 3. This is catching investors' attention.

Nvidia ticks up after better-than-expected earnings, while Intuit slumps following a layoffs announcement.

June S&P 500 E-Mini futures (ESM26) are down -0.40%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.55% this morning as oil prices and bond yields climbed, with investors watching to see whether hopes for a peace deal in the Middle East will turn into tangible progress.

IREN is betting on AI cloud growth to offset weaker Bitcoin mining revenues as GPU demand and contracted capacity expand.

Applied Digital's AI hosting expansion and Microsoft Azure's hyperscale AI buildout reflect rising demand for large-scale compute infrastructure.

Babcock & Wilcox Enterprises has recently completed an underwritten follow-on equity offering of its common stock, raising about US$200 million in gross proceeds at US$18.50 per share to help prepay debt and fund project-related capital needs. The capital raise, backed by institutional and strategic investors including Applied Digital Corporation, is set to support AI data center power projects and commercialization of the company’s BrightLoop technology while reshaping its balance...

A number of stocks fell in the afternoon session after investors reacted to a cocktail of negative macroeconomic news, including surging oil prices and rising Treasury yields.

Applied Digital (APLD) recently closed a $300 million senior secured bridge facility led by Goldman Sachs, which will fund continued construction of its third AI data center at the Polaris Forge 1 campus in North Dakota. See our latest analysis for Applied Digital. The recent bridge facility news arrived after a sharp 34.98% 1 month share price return and a 51.41% year to date share price return, with a very large 1 year total shareholder return indicating that momentum has been building over...

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

Applied Digital trades at a premium, but expanding AI data center capacity and $23B in contracted lease revenues keep growth expectations elevated.

Applied Digital Corp (NASDAQ:APLD) is one of the 7 Best Data Center GPU-as-a-Service Stocks To Buy. On April 28, John Todaro, an analyst at Needham, assigned a target price of $48 to Applied Digital Corp (NASDAQ:APLD) and maintained a Buy rating on the stock. Owing to the incredible stock performance over the last month, the […]

IREN faces pressure from falling Bitcoin mining revenues, rising impairment charges and premium valuation as AI cloud competition intensifies.

Applied Digital Corporation recently closed a US$300 million senior secured bridge facility led by Goldman Sachs to help fund ongoing construction of its third AI data center at the Polaris Forge 1 campus in Ellendale, North Dakota, and reported very large year-over-year revenue growth driven by HPC and data center hosting. Together with a US$7.50 billion hyperscaler AI infrastructure contract that lifts contracted revenue to more than US$23.00 billion, these moves underline Applied...

IREN Limited's NVIDIA deal adds $700M ARR potential as the company ramps AI cloud capacity and targets $3.7B ARR by 2026-end.

Applied Digital's ChronoScale stake expands its AI strategy beyond data centers, adding GPU cloud exposure as AI compute demand accelerates.

Applied Digital Corporation (APLD) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Applied Digital recently spun off ChronoScale, its cloud unit.

The blockchain industry, often synonymous with extreme volatility and speculative excess, appears to be stabilizing.

Applied Digital has completed the separation of its cloud business into a new company, ChronoScale Corp., focused on AI workloads. The transaction leaves Applied Digital concentrated on its AI data center hosting platform while retaining a significant interest in ChronoScale. The move creates two distinct publicly traded businesses, each with its own operating focus and capital priorities. Applied Digital, listed as NasdaqGS:APLD, now trades with a more focused profile at a share price of...

Applied Digital Corp. (NASDAQ:APLD) is one of the 10 Stocks Turning Heads With Double-Digit Gains. Applied Digital rallied for a second day on Tuesday, surging 11.93 percent to close at $39.88 apiece, as investor sentiment was bolstered by the successful separation of its cloud business into a new entity in line with its plans to […]

By Karen Roman Applied Digital Corp. (Nasdaq: APLD) said it completed the separation of its cloud business through a combination with EKSO Bionics Holdings, Inc., giving birth to a new […]

IREN heads into Q3 with strong AI cloud growth and Microsoft-driven momentum, but falling bitcoin revenues and rising costs may pressure results.

Applied Digital (NasdaqGS:APLD) signed a 15-year lease worth $7.5b with an investment-grade hyperscaler at its new Delta Forge 1 AI campus. The deal adds a second U.S.-based investment-grade hyperscaler to the flagship campus and lifts total contracted lease revenue above $23b. The agreement expands long-term contracted revenue and further diversifies Applied Digital’s customer base in the AI infrastructure space. Applied Digital focuses on providing infrastructure for high-performance...

Applied Digital Corp. (NASDAQ:APLD) is one of the 10 Stocks Exploding in a Bleeding Market. Shares of Applied Digital climbed by 6.20 percent on Monday to close at $35.63 apiece, as investor sentiment was bolstered anew by its successful raising of $300 million in fresh funds to support its data center expansion program. In a […]

On the Lightning Round of Mad Money on April 29, 2026, a caller named Bob from Florida told Jim Cramer he was “knee-deep in Applied Digital right now, and they just signed that big $7.5 billion contract.” Cramer’s response cut against the contract-driven enthusiasm: “The problem there is that you’ve got a stock that is ... Jim Cramer on Applied Digital: A $7.5 Billion Contract Isn’t Enough Without Profits

Nvidia has had a strong year, but these three are doing better.

Applied Digital Corporation (NASDAQ:APLD) is one of the best stocks to buy in a rising market, according to Wall Street analysts. On April 8, Applied Digital Corporation (NASDAQ:APLD) asserted its differentiation in the high-power AI data center industry. The differentiation comes as the company operates the only 100MW direct-to-chip liquid-cooled data center. The company delivered […]

Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.

Reid Hoffman, the LinkedIn co-founder and prolific Silicon Valley investor, is making one of the boldest calls of his career on artificial intelligence. Speaking on “Money And Wealth With John Hope Bryant” in an episode titled “AI Is the Tsunami: Reid Hoffman on Jobs, Wealth & the Future of Work,” Hoffman argued that AI is ... LinkedIn Co-Founder: AI Will Give Everyone Free Lawyers, Doctors and Teachers Within Years