Key Points AES is a utility company that provides energy solutions for residential customers and hyperscalers. While Applied Digital has fewer gigawatts, it also produces artificial intelligence (AI) data centers, which is a critical difference. Applied Digital strengthened its balance sheet by raising funds that will be used to complete AI data center projects, opening the doors to more lucrative deals in the future. 10 stocks we like better than Applied Digital › AES Corp. (NYSE: AES) is a U.S. ...

周四，加密矿企概念上扬，Applied Digital(APLD.US)绩后带头大涨12%，IREN Ltd(IREN.US)、 Bitfarms(BITF.US)涨超4%，MARA Holdings(MARA.US)、TeraWulf(WULF.US)涨超3%。消息面上， Applied Digital2026财年第二季度营收1.266亿美元，同比增长250%;普通股股东应占基本及稀释每股净 亏损0.11美元，同比收窄82%;调整后净利润10万美元。 ...

智通财经APP获悉，周四，加密矿企概念上扬，Applied Digital(APLD.US)绩后带头大涨12%，IREN Ltd(IREN.US)、Bitfarms(BITF.US)涨超4%，MARA Holdings(MARA.US)、TeraWulf(WULF.US)涨超 3%。消息面上，Applied Digital2026财年第二季度营收1.266 亿美元，同比增长 250%;普通股股东应占基 本及稀释每股净亏损0.11 美元，同比收窄 82%;调整后净利润10 万美元。 ...

Core Viewpoint - Applied Digital (APLD.US) reported a significant increase in revenue and improved earnings per share, driven by its high-performance computing (HPC) hosting business [1] Financial Performance - Revenue for the second quarter reached $126.6 million, a year-over-year increase of 250%, significantly exceeding analyst expectations of $86.67 million [1] - Adjusted EPS reached breakeven, outperforming analyst expectations of a loss of $0.12 per share [1]

周四，英伟达持仓概念Applied Digital(APLD.US)盘前涨超5%，报31.06美元。消息面上，该公司公布截 至 2025 年11月30日的2026财年第二季度财务业绩，营收1.266 亿美元，同比增长 250%;普通股股东应占 基本及稀释每股净亏损0.11 美元，同比收窄 82%;调整后净利润10 万美元。 来源：智通财经网 管理层表示，人工智能基础设施代表着一代一遇的投资机遇，超大规模企业的资本支出每年已超过 4000 亿美元，且正快速增长。Applied Digital 通过早期对定制化下一代数据中心的战略投资，占据了有 利地位。预计将在未来五年内实现超过 10 亿美元的净运营收入(NOI)目标。 ...

The data-center operator indicates it could finalize a lease with an unnamed client by the start of the year. ...

Core Insights - Applied Digital's stock rose by 7% in premarket trading following a strong second-quarter revenue report that exceeded Wall Street expectations, driven by demand for AI-related infrastructure [1] Revenue Performance - The company reported fiscal second-quarter revenue of $126.6 million, significantly surpassing analysts' expectations of approximately $88 million, and up from $36.16 million in the same period last year, indicating rapid growth due to increased demand for AI training and deployment [2] - Applied Digital posted a net loss of $19.1 million, or 7 cents per share, a notable improvement from a loss of $139.4 million, or 66 cents per share, in the prior-year quarter, with adjusted earnings breaking even compared to analyst forecasts of a 16 cents loss [3] Long-term Leasing Agreements - Growth is supported by long-term leasing agreements with hyperscalers, including a recent $5 billion lease for 200 megawatts of capacity at the Polaris Forge 2 campus in North Dakota, with existing leases expected to generate approximately $16 billion in revenue over their terms [4][5] - The strategic advantages of the region, such as a cool climate and abundant energy supply, position Applied Digital as a competitive provider for hyperscale customers [5] Future Outlook - Based on current and anticipated lease activity, the company expects to exceed its $1 billion net operating income target within the next five years, supported by projections for additional hyperscaler customers [6] Corporate Restructuring - Applied Digital is restructuring its corporate framework to focus on becoming a data center-focused real estate investment trust, planning to spin off its cloud services business and merge it with Ekso Bionics to create a new AI-focused entity called ChronoScale, retaining a 97% ownership stake [8][9]

Applied Digital Corp. (NASDAQ:APLD) is one of the best strong buy stocks to invest in right now. On December 30, Northland reiterated an Outperform rating on Applied Digital Corp. (NASDAQ:APLD) with a $40 price target, establishing the stock as a top pick for 2026. It stated that the company holds a strategic position to outperform its peers next year, supported by its ability to execute on schedule, the continued demand for power by hyperscalers, and its notable power assets’ pipeline. TD Cowen Stays Bul ...

Major U.S. stock indexes finished Wednesday mixed. The Dow Jones Industrial Average slid 0.9% to 48,996.08, while the S&P 500 edged down 0.3%. Nasdaq bucked the trend, rising 0.16% to 23,584.27.These are the top stocks that gained the attention of retail traders and investors throughout the day.Applied Digital Corp. (NASDAQ:APLD) Applied Digital shares fell 2.33% to close at $29.56, with an intraday high of $31.45 and a low of $29.52. The stock’s 52-week range is $3.31 to $40.20. In the after-hours trading, ...

Combined, management said the two North Dakota campus agreements represent 600 megawatts of lease capacity and approximately $16 billion in prospective lease revenue.The company also announced a 15-year lease described as roughly $5 billion with a “U.S.-based investment-grade hyperscaler” for 200 megawatts at Polaris Forge Two. Cummins said Polaris Forge Two is a $3 billion project near Harwood, North Dakota, with initial capacity expected in 2026 and full build-out in 2027.Cummins said the remainder of the ...