Core Viewpoint - Applied Digital Corporation will host a conference call on October 9, 2025, to discuss its operations and financial results for the fiscal first quarter ended August 31, 2025 [1] Group 1: Conference Call Details - The conference call is scheduled for October 9, 2025, at 5:00 p.m. Eastern Time [2] - Participants can dial in at 1-800-549-8228 with Conference ID 39290 [2] - A replay of the call will be available from October 9, 2025, at 8:00 p.m. Eastern Time until October 16, 2025, at 11:59 p.m. Eastern Time [3] Group 2: Company Overview - Applied Digital is recognized as the Best Data Center in the Americas 2025 by Datacloud [4] - The company specializes in designing, building, and operating high-performance, sustainably engineered data centers and colocation services for AI, cloud, networking, and blockchain workloads [4] - Founded in 2021 and headquartered in Dallas, TX, Applied Digital utilizes proprietary waterless cooling and rapid deployment capabilities to enhance efficiency and speed [4]

Core Insights - The article highlights a critical shift in AI development where power supply has become the new bottleneck, surpassing chip availability as the limiting factor for growth [2] - Companies are focusing on building and optimizing infrastructure to support the energy demands of AI systems [2] Company Summaries Iren Ltd. - Iren Ltd. has transitioned from Bitcoin mining to high-performance computing, acquiring significant GPU fleets to support AI [5] - The company reported a 226% year-over-year revenue increase to $187 million in Q4 fiscal 2025, with improved gross margins from AI services [5] - Iren's diversification into both crypto mining and AI cloud services provides a cushion against market fluctuations, and its status as a Nvidia preferred partner ensures priority access to GPUs [6][7] Applied Digital - Applied Digital designs AI-optimized data centers, with its Polaris Forge campus planned to reach 1 gigawatt of capacity [8] - The company has secured a lease with CoreWeave, indicating demand for its facilities, but trades at a high valuation of approximately 34 times trailing sales [9] - The stock's valuation reflects both potential upside and risks associated with execution, including construction delays and cost overruns [10] Poet Technologies - Poet Technologies addresses the energy cost of data movement within data centers through its optical interposer platform, which uses light for communication [11] - The company has started generating modest revenue but continues to incur losses as it invests in R&D and manufacturing [12] - With a market cap under $500 million, the stock presents high-risk, high-reward potential, dependent on successful design wins [13] Investment Perspectives - For exposure to AI infrastructure, Iren is considered the most stable option due to its dual business model and existing capacity [14] - Applied Digital could yield high returns if it meets execution targets, but its current premium valuation poses risks [14] - Poet Technologies is viewed as a speculative investment with significant execution risks until it achieves revenue scale [14][15]

Group 1 - Applied Digital Corp (APLD) has transitioned from crypto-focused data centers to "AI Factories," becoming a significant player in high-performance AI infrastructure [1][2] - The stock has surged over 265% in the past year, nearing 52-week highs, following a new lease deal with CoreWeave that secures about $11 billion in future revenue [2] - APLD's recent performance has led to increased interest in the Tradr 2X Long APLD Daily ETF (APLX), which aims to provide double the daily returns of APLD [3][4] Group 2 - APLX has gained approximately 185% since its low on September 9, reflecting the volatility and trading opportunities associated with APLD [4] - In the last five trading days, APLX has jumped nearly 60%, driven by APLD's breakout following the CoreWeave agreement [5] - APLX has a 0.95% expense ratio, aligning it with other specialty leveraged ETFs, appealing to traders seeking tactical tools rather than long-term investments [6] Group 3 - APLX's gains highlight the market's enthusiasm for APLD's shift into AI infrastructure and its connection with industry leaders like Nvidia [7] - The leveraged nature of APLX presents risks, as declines in APLD could quickly erase recent gains, emphasizing the volatility of the investment [7] - APLX serves as a high-energy alternative for traders looking to capitalize on APLD's significant stock movements [8]

We recently published 10 Stocks Stealing Wall Street’s Spotlight. Applied Digital Corp. (NASDAQ:APLD) is one of the top performers on Monday. Applied Digital extended its rally for the 11th consecutive day on Monday, as investor sentiment was bolstered by an overall optimism for the artificial intelligence sector. In intra-day trading, Applied Digital Corp. (NASDAQ:APLD) surged to its highest price of $24.85 before paring gains to finish the day just up by 19.38 percent at $24.45 apiece. Applied Digital ...

Core Insights - Applied Digital has secured $11 billion in AI contracts, primarily through a deal with CoreWeave [1] - The company plans to build a $3 billion AI mega-campus, indicating significant growth ambitions [1] - The stock has reached 52-week highs, reflecting strong market interest and confidence [1] Financial Performance - The $11 billion contract positions Applied Digital as a key player in AI infrastructure [1] - Wall Street analysts are currently rating the stock as a strong buy, suggesting positive market sentiment [1] Market Position - The developments raise questions about whether Applied Digital can deliver on its ambitious growth promises [1] - The company is being viewed as a potential backbone of AI infrastructure, amidst speculation about its long-term viability [1]

Core Insights - The article introduces "The Undercovered Dozen," a selection of twelve actionable investment ideas focusing on tickers with less coverage, which can include both large caps and small caps [1] Group 1: Inclusion Criteria - Tickers must have a market cap greater than $100 million [1] - Tickers must have received more than 800 symbol page views in the last 90 days on Seeking Alpha [1] - Tickers must have fewer than two articles published in the past 30 days [1] Group 2: Purpose and Benefits - The initiative aims to highlight investment opportunities that may be overlooked by the market [1] - Following this account will provide a weekly review of these undercovered ideas from analysts [1]

Applied Digital Corporation (NASDAQ:APLD) is one of the best AI stocks to buy according to analysts. On August 29, Applied Digital announced it has finalized a new lease agreement with CoreWeave for an additional 150MW at its Polaris Forge 1 Campus in Ellendale, North Dakota. The new long-term lease, along with two initial ~15-year leases executed in May of the same year, brings the total contracted capacity to 400MW for CoreWeave’s AI and high-performance computing initiatives. The combined value of thes ...

Core Insights - Data center stocks experienced significant gains following the announcement of a major leasing deal between Nebius Group N.V. and Microsoft Corporation [1] Group 1: Company Developments - Nebius Group N.V. and Microsoft Corporation have entered into a substantial leasing agreement, which has positively impacted the performance of data center stocks [1] Group 2: Market Context - The article reflects on the author's extensive experience in the technology, media, and telecommunications (TMT) sectors, emphasizing the importance of momentum in investment strategies [1]

Group 1 - Applied Digital Corp. (NASDAQ:APLD) experienced a significant share price increase of 34.48% week-on-week, driven by optimism in the high-performance computing (HPC) sector and comments from CoreWeave's CEO regarding AI firms' demand for computing capacity [1][2] - The HPC sector is seeing increased investments, highlighted by Nebius Group securing an $18 billion cloud computing deal with Microsoft, indicating a growing trend in the industry [2] - Applied Digital finalized an expanded lease agreement with CoreWeave, potentially generating up to $11 billion in revenues, covering 400 MW of critical IT capacity across three long-term leases at its Polaris Forge 1 Campus in North Dakota [2][3]

Key Points Microsoft has inked a $17.4 billion, five-year infrastructure deal with the AI computing company Nebius. This gave investors confidence that demand for AI data centers remains strong. 10 stocks we like better than Applied Digital › Shares of Applied Digital (NASDAQ: APLD) flew higher this week, finishing up 34.5%. The spike came as the S&P 500 and the Nasdaq-100 were up 1.6% and 1.9%, respectively. The artificial intelligence (AI) data center company saw its shares jump this week after a ...