Notícias

Applied Digital is burning cash and carries heavy debt, while Microsoft generated $67 billion in free cash flow last year.

Neocloud stocks just posted some of the wildest single-session gains of the AI buildout cycle, and the valuation math behind them is stranger and more compelling than it looks at first glance.

Applied Digital's 101% rally faces mounting risks from heavy capital needs, high debt, competition, weaker earnings estimates and an expensive valuation.

AI infrastructure stocks jumped, with shares of AI server makers, optical-products companies, and neocloud providers moving higher.

Super Micro and Nebius also rallied as strong forecasts reinforced demand for AI infrastructure.

A surprise lease announcement sent Riot Platforms surging after hours, leaving traders scrambling to decide whether a single contract just rewrote the entire valuation story for former Bitcoin miners racing into AI infrastructure.

Both face customer concentration and heavy losses, but their balance sheets tell starkly different stories.

Applied Digital Corp (NASDAQ:APLD)’s transformation from a crypto-mining/data-center hosting company to an AI infrastructure provider is beginning to reflect in its earnings. The company is enjoying robust growth fueled by rapid conversion of its data center footprint into artificial intelligence and high-performance computing infrastructure. Likewise, hyperscaler leases and tenant buildout are increasingly driving near-term revenue […]

The company is becoming a leading AI data center real estate owner.

The sale turns a rapid reversal in leveraged AI infrastructure equities into a forced transfer of assets, while the fund retains private holdings including Anthropic.

Applied Digital reported fourth quarter revenue that surpassed Wall Street estimates. Management linked the result to strong demand for its AI focused data center infrastructure. The company highlighted growing usage from AI clients, including existing contracts with CoreWeave. Applied Digital, traded as NasdaqGS:APLD, has drawn fresh attention after this latest revenue beat, with investors weighing the result against a recent share price of $26.375. The stock is down 12.2% over the past...

APLD's fiscal Q4 revenues jump 407% on HPC growth and tenant fit-out services, even as a wider loss misses estimates. See what fueled the quarter.

The bank’s target implies roughly 215% upside from its July 27 reference price, supported by high-margin HPC rent and potential expansions that remain unsigned.

The bank said on-time capacity delivery, lower borrowing costs and prospective leases at higher rates support its Buy rating, while power and construction constraints remain key risks.

Applied Digital Corp (APLD) reports a 407% revenue increase and outlines ambitious growth plans despite financial challenges.

Applied Digital, which builds and manages data centers for hyperscalers and tech companies, reported remarkable earnings on Monday.

Revenue reached $258.7 million, significantly above the $95.32 million analyst consensus.

Applied Digital beat Wall Street estimates for fourth-quarter revenue on Monday, riding on robust demand for ‌its data centers from an expanding roster of AI ‌clients. Shares of the company, which counts CoreWeave as a client, rose 5.4% in ​extended trading. Applied Digital designs, builds and operates data centers and provides colocation services for artificial intelligence, networking and blockchain workloads.

Digital infrastructure provider Applied Digital (NASDAQ:APLD) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 581% year on year to $258.7 million. Its non-GAAP profit of $0.04 per share was significantly above analysts’ consensus estimates. The Company's HPC Hosting Business commenced operations at its first HPC data center at our Polaris Forge 1 campus resulting in the recognition of approximately $270.6 million related to tenant fit-out services.

The company is rapidly transforming from a Bitcoin miner into a data center landlord for tech giants, but its future growth depends on navigating a complex regulatory path.

IREN's expanding AI cloud contracts, secured power and rapid buildout strengthen its growth case, but funding and execution risks support holding the stock.

The company is building large data centers for the AI boom and has billions in contracts, but you are buying a story of future growth that carries significant execution risk.

Four battered AI infrastructure stocks are staging a violent Monday morning bounce after losing up to 43% in a single month, but the question dividing bulls and bears is whether the buying signals a real shift or just a dead-cat relief pop before the next leg down.

Retail traders plan to buy dips as competition from Meta and valuation concerns pressure the sector.

Applied Digital and TeraWulf are helping ease the AI computing power bottleneck.

Shares of TeraWulf (NASDAQ:WULF) are up 12% to $22.67 in mid-morning trading, leading a broad rebound across AI-infrastructure names that were hammered on Tuesday. IREN (NASDAQ:IREN) stock is up 7% to $42.55, while peers Applied Digital (NASDAQ:APLD) and Cipher Mining (NASDAQ:CIFR) are up 3% to $31.53 and up 5% to $21.45, respectively. Today’s move mirrors ... TeraWulf Rises 12%, IREN Climbs 7% as AI-Infrastructure Stocks Bounce Back

News of the deal lifted neocloud stocks, which had taken a beating over the past week. Terawulf spiked more than 15%.

Applied Digital Corp (NASDAQ:APLD) is one of the 10 Bitcoin Miners That Are Now Data Center Companies. Applied Digital Corp (NASDAQ:APLD) has seen some bullish analyst activity recently, with Northland revising its price target upward from $56 to $82. The firm also kept an Outperform rating on the stock. The upward revision to the price […]

Is APLD a good stock to buy? We came across a bullish thesis on Applied Digital Corporation on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on APLD. Applied Digital Corporation’s share was trading at $45.20 as of June 22nd. APLD’s forward P/E was 526.32 according to Yahoo Finance. Applied Digital Corporation designs, develops, […]

We just covered Leopold Aschenbrenner’s Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. Applied Digital (NASDAQ:APLD) ranks #3 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks). Situational Awareness Stake Value: $319,978,118 Applied Digital (NASDAQ:APLD) is an AI infrastructure company that builds and leases large-scale data centers to some of the biggest technology companies in […]