Growth stocks are having a moment. Several small- and mid-cap stocks have suddenly jumped 40% or more in the past 30 days.The catalyst? Investors are piling into innovative growth companies in response to the rapid pace of development of artificial intelligence (AI), alongside the potential positive impact of the Trump administration's efforts to roll back regulations. Here are three incredible growth stocks I'm loading up on right now.A weight loss wildcardViking Therapeutics (VKTX 0.57%) just initiated it ...

Investors looking tomorrow's winners should pay attention to the development of the world's technology infrastructure. Companies are going all-in on artificial intelligence (AI), and it's leading to a massive buildout of data center infrastructure.The data center construction market is expected to increase from $240 billion in 2024 to $456 billion by 2030, according to Grand View Research. Another estimate from Statista finds that the AI server market could increase roughly 10-fold to $430 billion by 2033.F ...

Key Takeaways Applied Digital's (APLD) fiscal third-quarter 2025 results reflect a mixed bag of progress and persistent challenges, fueling a deeper debate over the company's ability to maintain consistent profitability. The 878% year-over-year jump in adjusted EBITDA (to $10 million) is indicative of its operational strength. However, the bottom-line GAAP reality tells a different story — a net loss of $36.1 million or 16 cents per share, which missed Street estimates by 5 cents. This widening gap between ...

Applied Digital TodayAPLDApplied Digital$11.10 -0.45 (-3.90%) 52-Week Range$3.01▼$15.42Price Target$12.73Add to WatchlistThe artificial intelligence (AI) revolution has ignited a modern gold rush, not for precious metals, but for the vast digital infrastructure required to power it. In this high-stakes environment, Applied Digital Corporation NASDAQ: APLD has made a bold pivot to position itself as a key contender. This strategic shift has captivated investors, fueling significant stock price volatility an ...

Core Insights - The article discusses the rising demand for data center infrastructure driven by artificial intelligence, highlighting two companies, Applied Digital (APLD) and Equinix (EQIX), which are positioned to benefit from this trend but in different ways [1][2] Group 1: Applied Digital (APLD) - APLD is rapidly emerging as a key player in AI-focused data center infrastructure, building GPU-intensive facilities for AI and machine learning workloads [3] - The company has a strategic advantage in delivering cost-effective, GPU-powered infrastructure in energy-efficient locations, particularly its Ellendale, North Dakota campus [3][4] - APLD's growth is fueled by the increasing need for AI-specific infrastructure that traditional hyperscalers cannot provide quickly or affordably, with a development pipeline of over 400MW [4] - The company is transitioning from speculative growth to potentially recurring revenues through take-or-pay contracts, aided by vertical integration from construction to hosting [4] - APLD faces challenges including being in an early, unprofitable phase with high capital expenditures and negative cash flow, as well as execution risks and increasing competition [5][6] Group 2: Equinix (EQIX) - EQIX is the largest colocation and interconnection data center provider globally, well-positioned to meet the growing demand for AI and digital infrastructure [7] - The company offers a unique value proposition with over 250 data centers across 71 metros, enabling proximity, scalability, and connectivity essential for AI workflows [7][8] - EQIX is investing in next-generation infrastructure for AI, including high-density colocation and NVIDIA-powered private AI clusters, enhancing its ability to support large AI workloads [8] - The REIT structure of EQIX provides financial stability and consistent dividend payouts, appealing to growth and income-oriented investors [8] - Challenges for EQIX include rising energy costs and regulatory scrutiny around energy consumption and sustainability, which could impact its operations [9][11] Group 3: Financial Estimates and Valuation - The Zacks Consensus Estimate for APLD's fiscal 2026 revenues and EPS indicates a year-over-year increase of 2.4% and 73.6%, respectively [13] - For EQIX, the 2025 revenue estimate implies a year-over-year increase of 5.2%, with EPS expected to improve by 8% [14] - APLD is trading at a price to forward 12-month sales multiple of 10.55, while EQIX's multiple is 9.14, both above their respective five-year medians [16] - APLD has a Growth Score of 'B', while EQIX has a Growth Score of 'C' [13][14] Group 4: Investment Profiles - APLD represents a high-growth, high-risk investment targeting fast-moving AI firms with specialized solutions [18] - EQIX offers a stable, interconnected platform trusted by enterprises and cloud giants, with growing capabilities in AI infrastructure [18] - Both companies currently hold a Zacks Rank 2 (Buy), but EQIX appears to be cheaper with a Value score of 'D' compared to APLD's 'F' [19]

Core Insights - The article discusses the launch of a white paper by Applied Digital Corporation, detailing how smart site selection and cooling design can significantly reduce costs for generative AI infrastructure, potentially saving up to $60 million annually per campus [1][8]. Group 1: Company Overview - Applied Digital Corporation specializes in designing, building, and operating next-generation digital infrastructure for High-Performance Computing (HPC) applications [1]. - The company has introduced Polaris Forge as its North Dakota-based data center region, which is optimized for AI workloads and driven by renewable power [2]. Group 2: Key Findings from the White Paper - The white paper highlights that site selection can lead to annual electricity cost reductions of $50 to $60 million compared to existing 100MW data centers, amounting to potential savings of up to $2.7 billion over a 30-year lifespan [8]. - Polaris Forge 01 is designed to support 400 MW of critical IT load and is built to take advantage of stranded power and favorable climate conditions for cooling [4][8]. Group 3: Infrastructure and Community Impact - The design of Polaris Forge 01 includes a closed-loop, waterless, direct-to-chip cooling system, achieving a projected Power Usage Effectiveness (PUE) of 1.18 and a Water Usage Effectiveness (WUE) near zero [8]. - The company is committed to supporting local economies through initiatives that integrate community priorities, such as workforce housing and job creation [5]. Group 4: Market Confidence and Agreements - Applied Digital has signed a 250 MW, 15-year lease agreement worth $7 billion with CoreWeave for deployment at Polaris Forge 01, indicating strong market confidence in the company's capabilities [6].

High-Performance Infrastructure at Scale Applied Digital Investor Presentation March 2025 This presentation has been designed to provide general information about Applied Digital Corporation ("Applied Digital" or the "Company"). Any information contained or referenced herein is suitable only as an introduction to the Company. The information contained in this presentation is for informational purposes only. The information contained herein does not constitute or form a part of, and should not be construed a ...

Key Takeaways APLD is divesting its cloud business to focus on becoming a pure-play data center REIT. The cloud unit conflicted with APLD's hyperscale clients and dragged Q4 revenues down to $52.9M. Large HPC leasing deals, including $7B from CoreWeave, highlight APLD's infrastructure demand.Applied Digital (APLD) announced its plan to sell its cloud services division — about one-third of its FY2025 revenues — in April to sharpen its focus on becoming a pure-play data center REIT. This pivot reflects stra ...

Applied Digital launches an infrastructure partnership with ABB at 400 MW campus in North Dakota. The collaboration will innovate fast, reliable, energy-efficient solutions to meet the needs of rapidly advancing artificial intelligence (AI) capabilities. Richmond, Virginia, June 11, 2025 (GLOBE NEWSWIRE) -- Electrical infrastructure partnership delivers innovative solution for AI’s power demands at a greenfield 400 MW data center campus in North Dakota, US New medium voltage power architecture with ...

Core Insights - Applied Digital (APLD) has secured a significant 250 MW, 15-year lease agreement with CoreWeave, projected to generate approximately $7 billion in revenues [1][6] - The deal includes phased delivery of 100 MW by Q4 2025 and 150 MW by mid-2026, with an option for an additional 150 MW [1] - APLD is transitioning from a hybrid operator to a pure-play AI/HPC infrastructure platform, focusing on AI hosting environments [2] Company Strategy - APLD is divesting its Cloud Services business to concentrate on delivering tailored AI hosting solutions, aiming for a capacity of 1 GW and considering a REIT conversion [2][6] - The Ellendale campus is designed for power-dense deployments, utilizing liquid cooling and benefiting from low-cost energy, making it suitable for compute-heavy workloads [1][6] Competitive Landscape - CoreWeave, as APLD's anchor tenant, is enhancing its position in GPU-powered infrastructure, having raised over $1 billion to expand its data-center network [3] - Equinix is also adapting to the AI landscape by deploying GPU-enabled setups and has announced a joint venture to raise over $15 billion for expanding its xScale data centers [4] Financial Performance - APLD's shares have increased by 70.4% year-to-date, contrasting with a 3.5% decline in the industry [5] - The forward price-to-sales ratio for APLD stands at 12.42, significantly above the industry average and its five-year median of 1.42 [8] - The Zacks Consensus Estimate for APLD's fiscal 2026 earnings indicates a year-over-year rise of 73.6% [10]