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By Avinash P and Purvi Agarwal Aug 12 (Reuters) - The S&P 500 and the Nasdaq rose on Wednesday as upbeat earnings from AI infrastructure firms boosted technology stocks, while largely in-line
Applied Digital's 101% rally faces mounting risks from heavy capital needs, high debt, competition, weaker earnings estimates and an expensive valuation.
Super Micro and Nebius also rallied as strong forecasts reinforced demand for AI infrastructure.
Shares of CoreWeave and Super Micro Computer climbed premarket on Wednesday after upbeat forecasts from the two AI infrastructure companies reinforced demand expectations for computing capacity. Shares of neocloud provider CoreWeave rose more than 18%, with peer Nebius Group rising 10%. Server maker Super Micro's shares climbed nearly 9%.
CoreWeave and Nebius have emerged as major beneficiaries of the AI boom and surging demand for cloud infrastructure.
Akron-based power generator Babcock & Wilcox is doubling down on its efforts to fuel the growth of artificial intelligence data centers.
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.
Applied Digital stock has delivered a very strong 3 year return, yet the current checks suggest it is not priced like a clear bargain. This puts the recent share performance under the spotlight for valuation focused investors. Over the last 3 years, Applied Digital has returned about 294%, which puts recent short term pullbacks in the context of a much longer period of strong gains. The shift toward AI and high performance computing infrastructure, along with the build out of large scale...
Applied Digital (APLD) shares have been in focus after the company reported fourth quarter and full year 2026 results that combined higher reported revenue with ongoing losses and a smaller full year net loss than a year earlier. See our latest analysis for Applied Digital. Applied Digital's latest earnings release appears to have cooled near term enthusiasm, with the share price down 6.2% over the past month and 33.5% over the past quarter, even though the 1 year total shareholder return of...
A 20-year lease with Anthropic and a massive asset sale have put one Bitcoin miner at the front of a pack racing to reinvent itself as AI infrastructure, but the real question is whether the stock's already-substantial gain leaves room for what comes next.
The capacity already under contract arrived ahead of schedule, while the far larger pipeline behind it now waits on a Texas approval process with no date attached.
Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on IREN. IREN Limited’s share was trading at $37.93 as of August 6th 2026. IREN’s trailing and forward P/E were 47.82 and 136.99 respectively according […]
Both face customer concentration and heavy losses, but their balance sheets tell starkly different stories.
CoreWeave has shed a third of its value in three months while its analyst consensus held firm through every dip, and one prominent tech analyst argues the selloff created the exact entry point investors needed.
96,408 shares were disposed of following vesting of 245,000 performance stock units. Despite the sale, the CFO's total direct holdings grew to approximately 888,000 shares.
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 broker sees stronger leases and cheaper valuations supporting a recovery, with 2,837 MW of capacity announced this year and $22.1 billion raised since the first quarter.
The company is becoming a leading AI data center real estate owner.
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.
The market turned bearish on AI. Wall Street still loves this barely under-$30 stock.
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 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.
Applied Digital is scaling contracted AI capacity, securing lower-cost financing and targeting a $1 billion annual NOI run rate within one year.
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 (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 Corp (APLD) reports a 407% revenue increase and outlines ambitious growth plans despite financial challenges.
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