U.S. stocks were higher, with the Dow Jones gaining around 300 points on Friday.Shares of Micron Technology, Inc. (NASDAQ:MU) roe sharply during Friday's session on possible continued momentum after Dell reported third quarter earnings and issued strong guidance.Micron shares may be trading higher as investors view Dell’s results as a signal of broader strength across the tech sector.Micron shares jumped 2.5% to $235.92 on Friday.Here are some other big stocks recording gains in today’s session.DeFi Technol ...

Second 50 MW Phase Delivered on Time, Bringing Energized Capacity to 100 MW and Advancing Applied Digital’s AI Factory Campus Toward 400 MWDALLAS, Nov. 24, 2025 (GLOBE NEWSWIRE) -- Applied Digital (NASDAQ: APLD) today announced the successful and on-time Ready for Service (RFS) for the second phase (50 MW) at the first 100 megawatt (MW) building at Building 1 of its Polaris Forge 1 AI Factory Campus in Ellendale, North Dakota. After achieving this milestone, Building 1 now operates at its full 100 MW critic ...

Core Insights - Applied Digital's Polaris Forge 2 development signifies the company's expansion into AI-focused data center infrastructure, starting with an initial 300 megawatts of IT load and potential scaling to a full gigawatt as power becomes available [1][2] - The success of Polaris Forge 1, which is fully leased at 400 megawatts and has approximately $11 billion in long-term contracted revenues, sets a precedent for the second campus [1] - The Zacks Consensus Estimate for fiscal 2026 revenues is projected at $280.9 million, indicating potential growth as new capacity is deployed [1] Development Context - Polaris Forge 2 is being developed amid rising demand for liquid-cooled, high-density AI infrastructure, with limited power-ready sites available [2] - The project is designed to meet customer needs for clear construction schedules and advanced cooling capabilities as demand trends into 2026 and 2027 [2] Broader Infrastructure Factors - Applied Digital has 700 megawatts under construction and a 4-gigawatt active development pipeline, which may influence the pace of Polaris Forge 2's development [3] - Factors such as labor availability, material lead times, financing costs, and shifts in regional power markets could impact scheduling and spending for the project [3] Competitive Landscape - Applied Digital faces competition from both emerging and established providers, such as Riot Platforms and Equinix, who are also expanding their capacities for AI workloads [4] - Riot Platforms aims to exceed one gigawatt of future capacity, while Equinix operates over 260 data centers globally, focusing on power-dense environments [4] - APLD differentiates itself through its focus on purpose-built, liquid-cooled infrastructure and rapid development at sites like Polaris Forge 2 [4] Stock Performance and Valuation - Applied Digital's stock has increased by 179.7% year to date, significantly outperforming the broader Zacks Finance sector and the Zacks Financial-Miscellaneous Services industry, both of which returned 11.2% [5] - The company's stock is considered overvalued, with a forward 12-month price/sales ratio of 15.01X compared to the sector's 8.93X, resulting in a Value Score of F [9] - The Zacks Consensus Estimate for fiscal 2026 loss is projected at 31 cents per share, a narrowing of six cents over the past 30 days, compared to a loss of 80 cents per share in the previous year [11]

Applied Digital Corporation (NASDAQ:APLD) shares are trading lower on Thursday. Some analysts believe the reversal in NVIDIA Corporation (NASDAQ:NVDA) after its strong earnings report is the reason for the move.There is a price level at which many traders will place sell orders if the stock reaches it. If there are enough of these orders, it will form resistance and could put a ceiling over the price. This is why Applied Digital is our Stock of the Day.Many traders fail because they don't have a well-define ...

Core Viewpoint - U.S. cryptocurrency mining companies experienced significant pre-market gains on November 20, with notable increases in stock prices for several firms [1] Company Performance - APLD saw an increase of over 14% [1] - CIFR rose by more than 11% [1] - IREN experienced a gain of over 8% [1] - WULF increased by more than 7% [1]

Core Viewpoint - APLD, CIFR, IREN, and WULF experienced significant stock price increases, with APLD rising over 14%, CIFR over 11%, IREN over 8%, and WULF over 7% [1] Company Performance - APLD saw a stock price increase of more than 14% [1] - CIFR's stock rose by over 11% [1] - IREN's shares increased by more than 8% [1] - WULF experienced a stock price rise of over 7% [1] Industry Trends - The notable increases in stock prices for these companies indicate a positive trend within the industry [1]

Core Viewpoint - Cryptocurrency mining stocks experienced a significant increase in value, indicating a positive market sentiment towards the sector [1] Group 1: Stock Performance - TeraWulf (WULF.US) rose over 6.7% [1] - Cipher Mining (CIFR.US) increased by more than 6% [1] - IREN Ltd (IREN.US) saw a 6% rise [1] - Applied Digital (APLD.US) gained over 5.8% [1]

Key Takeaways APLD expands AI-focused data centers, aiming to support the next phase of its revenue growth.APLD reaches a 50-MW service milestone at Polaris Forge 1 as it shifts toward recurring lease income.APLD's 4-GW pipeline and a fully contracted 400-MW buildout highlight demand for its AI infrastructure.Applied Digital (APLD) is positioning itself as a critical infrastructure provider for the AI revolution, leaning on purpose-built data centers designed specifically for high-performance computing work ...

At PropNotes, we focus on finding high-yield investment opportunities for individual investors.With our background in professional Prop Trading, we make complex concepts easy to understand and offer clear, actionable insights to help you achieve better returns.All of the analysis we produce is designed to help you make smart decisions in the market, backed by expert research you won't find anywhere else.Follow us today and take control of your portfolio.Analyst’s Disclosure:I/we have a beneficial long posit ...

At first glance, a trade of this size may appear bullish, perhaps a long-call position from a bullish trader looking for a snap-back rebound. But other interpretations are just as plausible. One possibility is a delta-neutral setup, such as a call sale paired with long stock. In this case, the $25 call carried a delta near 0.44, meaning a trader could sell the calls and simultaneously buy shares at that hedge ratio.The volatility backdrop helps frame the trade more clearly. Implied volatility in the Nov. 28 ...