June S&P 500 E-Mini futures (ESM26) are up +0.46%, and June Nasdaq 100 E-Mini futures (NQM26) are up +0.69% this morning as a rebound in the AI trade entered a second day.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
APLD, ACRE and SKY have been added to the Zacks Rank #5 (Strong Sell) List on June 9, 2026.
U. S. equity futures pointed higher on Tuesday as investors monitored developments surrounding the conflict with Iran and a recovery in artificial intelligence-related technology shares.
Applied Digital (NasdaqGS:APLD) signed a 15-year, 210 MW take-or-pay lease with a U.S.-based investment-grade hyperscaler at its Delta Forge 2 campus. The agreement brings total contracted lease revenue to about US$36b across five campuses. Roughly 70% of Applied Digital's contracted revenue is now with investment-grade hyperscalers. The deal adds a new campus and expands the company's role as an AI infrastructure provider. Applied Digital focuses on providing high-performance data center...
Applied Digital announced that it has expanded its AI data center footprint with a $5.2B lease at Delta Forge 2 campus.
Looking back on it services & other tech stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Applied Digital (NASDAQ:APLD) and its peers.
Applied Digital has signed a 15-year lease with a U.S.-based hyperscaler at its Delta Forge 2 site which is expected to generate about $5.2 billion in revenue over the period, sending the company's shares up 8.7% in extended trading. 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. About 70% of Applied Digital's contracted revenue is now backed by U.S.-based investment-grade hyperscalers, the company said on Monday.
Applied Digital Corporation (NASDAQ:APLD) is one of the AI Bubble Stocks to Short Now According to Reddit. On May 28, Applied Digital Corporation (NASDAQ:APLD) was reiterated with a Buy rating and a $66 price target by Needham analyst John Todaro. The analyst cited strong multi-year growth visibility following conversations with the management. Todaro’s core thesis […]
APLD's power strategy centers on securing utility-connected capacity and expanding grid resources to support rising AI infrastructure demand.
Applied Digital (NasdaqGS:APLD) has signed a 15 year hyperscaler contract tied to a large AI focused IT load. The agreement positions the company as a key landlord for dedicated AI data center capacity in North America. The deal materially increases the visibility of future contracted lease revenue and long term capacity use. For investors watching AI infrastructure, Applied Digital now appears less like a former cryptocurrency miner and more like a core utility provider for large...
Wall Street sees big upside in all of them.
A number of stocks fell in the afternoon session after a stronger-than-expected May jobs report fueled concerns that the Federal Reserve will keep interest rates elevated.
IREN Limited surges 60% in three months, but falling Bitcoin mining revenues, rising impairment charges and fierce AI data center competition cloud the outlook.
A number of stocks fell in the afternoon session after the combination of rising oil prices, higher Treasury yields, and shifting rate expectations tightened the macro backdrop for corporate clients.
Everyone knows Nvidia powers the AI boom. Far fewer investors are paying attention to the companies building the infrastructure behind it.
IREN raises its ARR target to $4.4 billion as a major Blackwell deployment supports expanded AI cloud capacity and growth plans.
Applied Digital (APLD) has attracted fresh attention after its latest share move, with the stock now reflecting sizeable gains over the past month and past 3 months, putting recent performance firmly in focus for investors. See our latest analysis for Applied Digital. With the share price at $47.94 and a 30-day share price return of 42.89% alongside an 83.33% 90-day share price return, momentum has been strong, and the 1-year total shareholder return of very close to 4x highlights how much...
Applied Digital Corp (NASDAQ:APLD) ranks among the best short squeeze stocks to invest in. Compass Point boosted its price target for Applied Digital Corp (NASDAQ:APLD) to $70 from $45 on May 22, with a Buy rating, following the company’s announcement of a major data center lease contract. Applied Digital Corp (NASDAQ:APLD) signed a 15-year take-or-pay […]
(Bloomberg) -- For leveraged finance practitioners, artificial intelligence is the only game in town — especially in the absence of more debt deals to finance mergers and acquisitions.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectRussia Finance Officials Tell Putin War Spending Is UnaffordableStocks Up as Trump Cites Rapid Pace in I
Rapid spending isn’t always a sign of progress. Some cash-burning businesses fail to convert investments into meaningful competitive advantages, leaving them vulnerable.
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Applied Digital Corporation (NASDAQ:APLD) ranks 14th on this list. Applied Digital Corporation (NASDAQ:APLD) has consistently featured in the 13F portfolio of Situational Awareness LP since the first quarter of 2025. Back then, this position consisted of […]
We recently compiled a list of the 12 Best Strong Buy Tech Stocks to Invest In Now. Applied Digital Corporation (NASDAQ:APLD) is also one of the best Strong Buy stocks on this list. TheFly reported on May 21 that Lake Street raised its price target on APLD to $70 from $55 while reaffirming a Buy rating on […]
Earlier in May 2026, Applied Digital Corporation announced a 15-year take-or-pay lease with a U.S.-based investment-grade hyperscaler for its Polaris Forge 3 AI campus, adding 300 MW of critical IT load and lifting total contracted lease revenue to US$31.00 billion across four AI Factory campuses. This latest agreement deepens Applied Digital’s relationship with a major hyperscaler and pushes its contracted AI data center capacity to 1,200 MW, underscoring the scale of long-term demand it is...
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.
The past six months have been a windfall for Applied Digital’s shareholders. The company’s stock price has jumped 82.2%, hitting $45.44 per share. This performance may have investors wondering how to approach the situation.
APLD's steady buildout of its data center business is prompting bullish vibes toward investors.
Applied Digital Corporation (NASDAQ:APLD) is one of the 10 Best Stocks in Leopold Aschenbrenner’s Portfolio. On May 15, 2026, Needham raised its price target on Applied Digital Corporation (NASDAQ:APLD) from $48 to $51. The firm’s analyst John Todaro maintained a Buy rating on the stock. The adjustment arrives after hosting its management team at the […]