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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 $51. The firm’s analyst John Todaro maintained a Buy rating on the stock. The adjustment arrives after hosting its management team at the […]
The gains came after major AI infrastructure announcements as investors turned their attention to the hardware and energy systems needed to support AI growth.
Applied Digital Corp. (NASDAQ:APLD) is one of the 10 Stocks With Shocking Overnight Gains. Applied Digital soared to a fresh all-time high on Thursday, as investors gobbled up shares after the company clinched a new data center lease agreement with the potential to bring total leasing revenues across its AI data center portfolio to up […]
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.20%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) is up +0.15%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.14%. Equity markets are pushing higher this afternoon, tracking a sharp midday reversal in energy markets...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.49%. June E-mini S&P futures (ESM26 ) are down -0.40%, and June E-mini Nasdaq futures...
Applied Digital has signed a new 15 year lease for its Polaris Forge 3 campus with a high investment grade hyperscaler. This agreement lifts total contracted lease revenue to $31b across four AI Factory campuses. The deal expands Applied Digital's role as an infrastructure provider for AI and high performance computing workloads. For investors watching NasdaqGS:APLD, this move comes with the stock at $39.52 and very large 1 year and 5 year share price gains, alongside a 40.6% return year to...
AI demand lifts Applied Digital shares as $31B pipeline gets major boost from new deal
Applied Digital stock (APLD) hit a fresh high of around $44 in extended trading, surging from its recent base near $40. The catalyst? The company reached a massive milestone, surpassing 1 gigawatt of contracted capacity by securing a U.S.-based, high-investment-grade hyperscaler lease at its fourth campus, Polaris Forge 3. This is catching investors' attention.
June S&P 500 E-Mini futures (ESM26) are down -0.40%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.55% this morning as oil prices and bond yields climbed, with investors watching to see whether hopes for a peace deal in the Middle East will turn into tangible progress.
IREN is betting on AI cloud growth to offset weaker Bitcoin mining revenues as GPU demand and contracted capacity expand.
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