IREN heads into Q3 with strong AI cloud growth and Microsoft-driven momentum, but falling bitcoin revenues and rising costs may pressure results.
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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
Why Applied Digital Is On Investors’ Radar Applied Digital (APLD) has attracted attention after a strong month in the stock, with a return of 44.27%, prompting investors to reassess how its high performance computing and AI focused data center model is being valued. See our latest analysis for Applied Digital. That surge in the past month sits alongside a 1 month share price return of 44.27%, a year to date share price return of 21.84%, and a 1 year total shareholder return that is well above...
Applied Digital Corporation (NASDAQ:APLD) was among Jim Cramer’s stock calls on Mad Money recently as he recapped mega-cap tech earnings. When a caller mentioned that they are “knee-deep” in the stock, Cramer rejoined: Yeah, but the problem there is that you’ve got a stock that is making no money in a market where many people […]
Applied Digital Corporation (NASDAQ:APLD) is one of the fastest-growing AI stocks to buy now. The latest growth signal came on April 23, 2026, when Applied Digital Corporation (NASDAQ:APLD) announced a 15-year lease with a new U.S.-based, high-investment-grade hyperscaler at its Delta Forge 1 AI Factory campus. The agreement covers 300 MW of critical IT load […]
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.
Applied Digital Corp. (NASDAQ:APLD) is one of the top 10 high-performance computing companies to invest in. The company’s recent commercial developments make it a highly compelling investment case. On April 23, Roth Capital analyst Darren Aftahi maintained a Buy rating for Applied Digital Corp. (NASDAQ:APLD). He increased the price target on the stock from $58 […]
Applied Digital Corporation (NASDAQ:APLD) is one of the 10 Best Under-the-Radar Data Center Stocks to Buy. The stock’s price skyrocketed 704.71% in the past year, while it registered a 15.37% increase year-to-date. Based on analyst consensus, Applied Digital continues to receive a Strong Buy rating, with an average price target of $46.00, implying upside from […]
Business services providers play a critical role for enterprises, assisting them with everything from new hardware integrations to consulting and marketing. Still, investors are uneasy as firms face challenges from AI-driven disruptors and tightening corporate budgets. These doubts have certainly contributed to the industry’s recent underperformance - over the past six months, services stocks were flat while the S&P 500 was up 3.4%.