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If you own Applied Digital (APLD), one question keeps coming back. The company keeps signing enormous data center leases. Yet the shares sit well below their high of the past year. What is known is the contracted amount: $36 billion of long-term lease value. What is not known is how much of it ever reaches shareholders.
Rothschild called Neocloud earnings and valuations "cyclically inflated" but remains ‘Neutral’ on AI infrastructure overall.
The infrastructure specialist for high-performance computing and artificial intelligence reported a notable insider disposition.
Cipher Digital (CIFR) stock fell 36.2% over the past three months. Over twelve months it is still up 54.1%, against 15.5% for the S&P 500. The company is moving from bitcoin mining to leasing data centers to hyperscale tenants. In past market shocks, the stock fell hard and bounced back fast.
Applied Digital just crossed into negative territory for 2026 while the broader data center ETF barely blinked, and that gap between the small hosting names and the wider infrastructure basket is telling investors something important about where this trade goes next.
AI hosting stocks are bleeding again while the broader market barely flinches, and the divergence raises a pointed question about whether summer optimism over multi-billion-dollar contracts has finally met its ceiling.
Applied Digital (APLD) trades near $26, about 47% below its high of the past twelve months, after returning -36.3% over three months. Over twelve months, though, it is still up 55.6%. Nothing in the operation broke: it beat the quarter it reported in July 2026, and management says every project is on time and on budget. So how far can a stock like this fall.
TeraWulf, Applied Digital, and IREN are all sliding Thursday with no company news, no analyst downgrades, and no macro shock to explain the move. Whether this is a routine trim of a massive year-to-date run or something more telling about where the group heads next is worth a closer look.
A surge in long-term Treasury yields is carving a brutal divide inside the AI infrastructure trade, punishing capital-hungry buildout names far harder than the broader data center sector and raising urgent questions about who survives a prolonged rate shock.
A respected analyst just slapped a Street-high price target on a stock that cratered after reporting a $684 million loss, and the reasoning has Wall Street genuinely divided on whether this is the buying setup of the year or a value trap in disguise.
A nine-figure writedown at one AI data center operator sent shockwaves through the entire sector Friday, and the stocks bleeding hardest have no bad news of their own to explain the damage.
A nearly $640 million writedown just sent IREN tumbling despite its AI Cloud business more than doubling, and the question now is whether today's selloff reflects a company in crisis or one eating a painful but necessary transition cost.
Higher Treasury yields and a $35 billion to $39 billion capex plan pressured the AI infrastructure provider as investors rotated to safer bets, today, Aug. 18, 2026.
APLD, ASX and BIDU have been added to the Zacks Rank #5 (Strong Sell) List on August 13, 2026.
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.
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 market turned bearish on AI. Wall Street still loves this barely under-$30 stock.
CoreWeave built the fastest path to $5 billion in cloud revenue history, then watched its stock collapse 40% as its biggest customer announced a move that sent Wall Street scrambling to pick sides.
Covered miners fell an average 32% from their June highs as investors stopped crediting future colocation deals. KBW sees better value among proven lease signers but is more cautious about…
Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets.
Reuters reported on Thursday that Meta plans to begin manufacturing its AI chip starting in September, lifting ancillary firms' shares, but the rally fizzled.
Shares of TeraWulf (NASDAQ:WULF) are down 8% to $20.41 in Tuesday’s midday session, reversing yesterday’s rally on the Anthropic mega-deal. The drop lands in a broad AI-infrastructure pullback, with the NASDAQ 100 down 1.5% intraday. The move gives back most of the July 6 pop but leaves TeraWulf stock still up 78% year to date ... TeraWulf Drops 8% Even as Analysts Raise Price Targets on $19B Anthropic Deal, IREN Falls 7%, Applied Digital Slides 6%
Applied Digital Corp (NASDAQ:APLD) is one of the 7 Underperforming Data Center Stocks to Buy According to Short Sellers. Over the last month, Applied Digital Corp (NASDAQ:APLD) lost approximately 31% of its value. Despite a short rebound in mid-June, it remained under pressure and resumed its downward trend. Even with the recent decline, analysts remain […]
Applied Digital (NasdaqGS:APLD) was added to the Russell 1000 and Russell Midcap indexes on June 27, 2026. The company was simultaneously removed from the Russell 2000, Russell Microcap, and related small-cap and microcap benchmarks. The reshuffle alters Applied Digital's index footprint across large-cap, midcap, and small-cap universes. Applied Digital operates in the digital infrastructure space, a segment that sits at the intersection of high-performance computing, data centers, and...
SpaceX is really a compute company, and Cipher Digital has closed a debt raise for $810 million tied to its Stingray AI data center for Amazon.
Yahoo Finance's Julie Hyman takes a look at some of Tuesday's trending tickers and stories, including GSK (GSK) buying biotech firm Nuvalent (NUVL), Applied Digital's (APLD) deal with a hyperscaler, and Vail Resorts (MTN) cutting its full-year guidance.
The data-center developer announces the signing of a 15-year lease at a secretive new artificial-intelligence campus somewhere in a southern U.S. state.
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