Applied Digital

Applied Digital

Yahoo Finance • 9 hours ago

Wells Fargo Starts Applied Digital (APLD) at Overweight and Calls it a Top Idea

Wells Fargo began coverage of Applied Digital Corporation (NASDAQ:APLD) on September 17 with an Overweight rating and a $50 price target. Analyst Eric Luebchow named it a Top Idea. The shares rose after the note and have stayed above their... Full story

Yahoo Finance • 2 days ago

Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls

Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled b... Full story

Yahoo Finance • 2 days ago

IREN Expands Its 5GW+ Pipeline: Can Execution Match Ambition?

IREN Limited IREN is accelerating its shift from Bitcoin mining to AI infrastructure, with roughly 5 GW of contracted or secured power capacity across the United States, Canada, Spain and Australia as of June 30, 2026. Its announced pipeli... Full story

Yahoo Finance • 5 days ago

Why Is Applied Digital (APLD) Stock Soaring Today

Why Is Applied Digital (APLD) Stock Soaring Today What Happened? Shares of digital infrastructure provider Applied Digital (NASDAQ:APLD) jumped 6.8% in the afternoon session after Wells Fargo initiated coverage of the company with an Ove... Full story

Yahoo Finance • 6 days ago

Applied Digital and TeraWulf Climb 5% as Oversold AI Capacity Names Bounce; Cipher Digital Edges Higher

Quick Read APLD and WULF each surge 5% Thursday on pure sentiment, with no company news, contracts, or analyst actions behind the move. DTCR's 2% gain outpaces SPY's 0.9% rise, confirming a broad rotation into digital infrastructure rathe... Full story

Yahoo Finance • 8 days ago

TeraWulf Falls 5% as AI Infrastructure Names Extend a Month-Long Slide; IREN Drops 4%, Applied Digital Declines 3%

Quick Read WULF falls 5% and APLD slides 3% with no company-specific news, extending a month-long cohort repricing that has cut APLD 24% and WULF 15%. DTCR dips just 0.2% versus SPY's 0.6% loss, pinpointing today's pain inside the AI host... Full story

Yahoo Finance • 8 days ago

Nebius Tanked This Month: A Resolute Wall Street Pro Expects 95% Gains Over The Next Twelve

Quick Read Nebius (NBIS) dropped 23% this month but carries $40 billion in contracted backlog, with Arete Research's $415 target implying 96% upside. CoreWeave (CRWV) and Applied Digital (APLD) each fell ~21% in the same neocloud selloff,... Full story

Yahoo Finance • 9 days ago

CoreWeave appears most exposed if AI model development slows: Bernstein

[Hutto AI Data Center in Texas seen through the heat haze above crops in rural farmland] BackyardProduction/iStock via Getty Images A slowdown in the training of artificial intelligence models could negatively affect data center developer... Full story

Yahoo Finance • 10 days ago

Jim Cramer Called This Stock “Terrific” and Said “No Thank You” to APLD Stock. Here’s Why

Quick Read Cramer's AKAM call holds at a 14x forward P/E with a $153 analyst target, while his BLDR pass fits after shares cratered 58% on weak earnings. Applied Digital's $36 billion in take-or-pay contracts with investment-grade hypersc... Full story

Yahoo Finance • 10 days ago

Goldman rebalances its long duration stock basket

[Interest rate percentage sign symbol finance investment graph chart] alexsl The Goldman Sachs equity team has rebalanced its Long Duration Basket amid rising interest rates. Equities usually struggle to digest sharp increases in interes... Full story

Yahoo Finance • 12 days ago

TeraWulf Rallies 7% as Miner Selloff Reverses; Applied Digital Gains 4%, IREN Sits Out the Rally

Quick Read TeraWulf surged 8% and Applied Digital gained 4% Friday, reversing Thursday's profit-taking selloff with zero company-specific news driving either move. WGMI jumped 5% versus SPY's 1% gain, confirming the rebound is sector-spec... Full story

Yahoo Finance • 12 days ago

3 Reasons to Avoid APLD and 1 Stock to Buy Instead

3 Reasons to Avoid APLD and 1 Stock to Buy Instead Over the last six months, Applied Digital's shares have sunk to $25.88, producing a disappointing 9.3% loss - a stark contrast to the S&P 500's 12.7% gain. This may have investors wonderi... Full story

Yahoo Finance • 14 days ago

Top Chip Analyst: Memory Prices Won’t Ease ‘For Years’ and Even Apple Can’t Dodge It

Quick Read Micron surged 662% over the past year while Apple faces margin erosion from memory costs Tim Cook called a "100-year flood." Micron, SK Hynix, and Samsung control 90% of the memory market, and supply will remain tight beyond ca... Full story

Yahoo Finance • 15 days ago

IREN Surges 7% on Conditional ERCOT Status for 2GW Sweetwater Hub, Applied Digital Climbs 6%

Quick Read IREN surged 7% after its 2GW Texas Sweetwater Hub cleared ERCOT's Batch Zero queue, with Applied Digital gaining 6% in sympathy. With DTCR up just 1% and SPY down, the gains are clearly company-specific, not driven by sector or... Full story

Yahoo Finance • 16 days ago

Analyzing Applied Digital vs. IREN: Accelerating Upward Trajectories vs. Sequential Contractions in Quarterly Revenue Generation

Applied Digital: Accelerating and Sustained Revenue Curve Applied Digital (NASDAQ:APLD) primarily generates its revenue by operating centralized digital infrastructure campuses and providing dedicated computing services designed for high-... Full story

Yahoo Finance • 21 days ago

Data center capex to reach $31.6T through 2050 amid AI boom: PwC

[Data center server racks. IT modern hardware server room, data storage center, database information system] quantic69 Global data center spending is set to reach $31.6T through 2050 to meet the world’s growing appetite for AI, an investm... Full story

Yahoo Finance • 22 days ago

3 Crypto Stocks To Watch With Up To 47% Revenue Growth

Central banks are talking tougher on inflation, and higher interest rates can keep pressure on traditional risk assets. At the same time, investor interest in digital assets and the technology behind them has not disappeared. That mix of t... Full story

Yahoo Finance • 23 days ago

IREN Limited Keeps Falling: A Respected Ratings Agency Sees 185% Growth Anyway

Quick Read IREN's $684 million GAAP loss was mostly non-cash write-downs as AI Cloud revenue doubled sequentially, with Bernstein's $100 target implying 182% upside. Applied Digital (APLD) and Core Scientific (CORZ) also trade far below S... Full story

Yahoo Finance • 23 days ago

Billionaire hedge fund manager bets on ex-Bitcoin miners

Daniel Seth Loeb is a billionaire investor who is the founder and chief executive of Third Point, a New York-based hedge fund. The firm's 13F filing with the U.S. Securities and Exchange Commission (SEC) revealed that it has invested in f... Full story

Yahoo Finance • 26 days ago

Applied Digital Sinks 7%, IREN Tumbles 13% as Data Center Selloff Broadens Past One Name

Quick Read IREN's $639M impairment on obsolete mining hardware sent shares down 12%, dragging Applied Digital down 7% despite $36B in contracted lease value. CORZ fell 7% in sympathy selling while DTCR dropped only 1%, exposing how the se... Full story