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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.

Shares of former Bitcoin (CRYPTO:BTC) miners pivoting into AI data center and high performance computing hosting have taken a heavy hit over the past month. IREN (NASDAQ:IREN), TeraWulf (NASDAQ:WULF), and Applied Digital (NASDAQ:APLD) are all down more than 30% over the trailing month, and the selling has continued into Wednesday afternoon trading. IREN stock is ... IREN, TeraWulf, and Applied Digital Are All Down 30% in a Month. Is More Pain Coming for Data Center Stocks?

Applied Digital is scaling contracted AI capacity, securing lower-cost financing and targeting a $1 billion annual NOI run rate within one year.

Applied Digital Corp (NASDAQ:APLD) reported fourth-quarter revenue of $258.7 million, up 407% from a year earlier, as the company accelerates its shift into a pure-play AI infrastructure developer. The company posted adjusted earnings of $0.04 per share for the quarter, compared with analyst...

Applied Digital (NASDAQ:APLD) reported fiscal fourth-quarter revenue of $258.7 million for the period ended May 31, 2026, as the company expanded its contracted AI data center capacity and secured financing for additional campuses. Chairman and CEO Wes Cummins said the company signed leases for fiv

Digital infrastructure provider Applied Digital (NASDAQ:APLD) will be reporting earnings this Monday after market close. Here’s what to expect.

(Bloomberg) -- Goldman Sachs Group Inc. and JPMorgan Chase & Co. launched products this week allowing investors to quickly cut — or ramp up — exposure to tech industry debt, as concerns mount over hyperscalers’ huge future bond sales for artificial intelligence investments.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandAlphabet Falls a

While some companies burn cash to fuel expansion, others struggle to turn spending into sustainable growth. A high cash burn rate without a strong balance sheet can leave investors exposed to significant downside.

Investing.com -- Morgan Stanley initiated coverage of bitcoin miners turned AI infrastructure providers, arguing that companies with large, grid-connected power assets are well positioned to benefit from surging demand for AI data centers as hyperscalers race to secure electricity for compute expansion.

APLD's fiscal Q4 report may highlight booming AI infrastructure growth, but profitability challenges remain in focus.

The bank says existing grid connections give former mining sites a valuable speed advantage as AI developers compete for scarce power.

Applied Digital operates like a landlord collecting rent on AI infrastructure, and its backlog of signed leases tells a story that Wall Street analysts are scrambling to price in before the next earnings report drops.

Rising oil prices, geopolitical tension, and a post-earnings stumble from a tech giant are rattling markets this morning, and Wall Street analysts are already reshuffling their ratings on some of the biggest names in energy, finance, and entertainment.

Applied Digital has delivered a very large 313.9% return over the past five years, yet its current checks lean toward the stock looking expensive rather than like a clear bargain after that run. Over the last 5 years, Applied Digital has returned 313.9%, which sets a high bar for any further upside to be justified by fundamentals. Investor focus on Applied Digital as an AI infrastructure play can support growth expectations, but the sharp swings seen recently in similar stocks highlight how...

Applied Digital has recently reported ongoing progress in building large AI-focused data centers on time and on budget, backed by long-term leases totaling about US$36.00 billion across five AI Factory campuses. An important insight is the company’s use of preferred equity financing from Macquarie Asset Management to fund this expansion without relying solely on additional debt. We’ll now examine how these expanding long-term AI data center leases could influence Applied Digital’s existing...

(Bloomberg) -- Galaxy Digital Inc. is planning to raise about $3.5 billion from a debut junk-bond sale to fund a data center tied to CoreWeave Inc., extending AI financing’s push into the riskier corners of the US credit market.Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IP

IREN lands $2.8B in new multi-year AI cloud contracts and lifts its 2026 ARR target above $4B as demand fuels capacity expansion and growth in Europe.

CoreWeave's revenue has grown roughly fivefold over eight quarters, while Applied Digital's trajectory remains uneven despite recent acceleration.

CoreWeave has lost nearly half its value in a year while one analyst just reaffirmed a price target that implies 243% upside, and his reasoning hinges on a single contractual clause that most investors seem to be ignoring.

Applied Digital Corporation (NASDAQ:APLD) is one of the best low priced technology stocks to invest in. On July 2, Compass Point reiterated its Buy rating and $70 price target on Applied Digital Corporation (NASDAQ:APLD). The call was the firm’s reaction to Applied Digital completing an on-time expansion at its North Dakota data center campus. The […]

Lumentum's stronger execution, AI-driven growth and lower valuation give it the edge over Applied Digital for long-term upside and stability.

Applied Digital (APLD) is back in focus after announcing that Phase 1 of Building 2 at its fully leased Polaris Forge 1 campus is Ready for Service, adding 75 MW of operational AI capacity. See our latest analysis for Applied Digital. Applied Digital’s latest capacity milestone comes after a sharp 30-day share price decline of around 33%. However, the year-to-date share price return is slightly positive and the 1-year total shareholder return of about 186% points to strong momentum over a...

Business services providers thrive by solving complex operational challenges for their clients, allowing them to focus on their secret sauce. But cutbacks in corporate spending and the threat of new AI products have kept sentiment in check, and over the past six months, the industry’s 5.6% return has trailed the S&P 500 by 2.6 percentage points.

The company is building the infrastructure for the AI boom with billions in contracted revenue, but you're buying into a costly construction project long before the profits arrive.

The project pipeline for data centers in North America increased by 4% in June from May, with hyperscalers driving the growth.

Applied Digital's AI data center expansion is backed by long-term leases, but heavy reliance on a few hyperscale customers raises long-term revenue and execution risks.

Investors may be significantly underestimating the value of Bitcoin (BTC) mining companies that have pivoted toward artificial intelligence data centers. According to Compass Point analysts Michael Donovan and Ed Engel, the Bitcoin miners should be increasingly assessed like ...

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

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.

Applied Digital Corporation recently reached Ready for Service for Phase 1 of Building 2 at its Polaris Forge 1 campus in Ellendale, North Dakota, adding 75 MW of operational AI capacity and bringing the fully leased site's live capacity to 175 MW toward a contracted 400 MW IT load. This milestone underlines Applied Digital’s move deeper into large-scale AI infrastructure, with long-term, hyperscaler-backed capacity coming online in phases that align with customer deployment timelines. We’ll...