Key Takeaways APLD is developing Polaris Forge 2 with 300 MW at launch and a planned scale to 1 GW as power is added.APLD enters development with Macquarie funding as liquid-cooled AI data centre demand exceeds supply.Zacks Consensus Estimate pegs Applied Digital's fiscal 2026 revenues at $280.9M, up 30.4% year over year.Applied Digital (APLD) is advancing its strategic expansion with Polaris Forge 2, a second large-scale N.D. campus aimed at capturing the accelerating demand for AI-focused data center infr ...

周一，英伟达持仓概念股集体拉升，截至发稿，NEBIUS(NBIS.US)涨超6%，Applied Digital(APLD.US) 涨超5%，Recursion Pharmaceuticals(RXRX.US)涨超4.8%，CoreWeave(CRWV.US)涨超4.8%，Arm Holdings(ARM.US)涨超1.5%，文远知行(WRD.US)涨超1.2%；英伟达(NVDA.US)涨1.25%。消息面上， 报道称，英伟达计划在明年2月中旬前开始向中国首批交付H200人工智能芯片。 ...

Core Insights - Applied Digital is experiencing significant momentum due to billions in long-term AI data center leases, which are expected to reshape its financial future [1] - The surge in demand for computing resources is driving the company's transition towards high-margin recurring revenue, potentially unlocking substantial upside for investors [1] Company Summary - Applied Digital's recent contracts are positioned to catalyze one of the largest AI infrastructure rallies in the decade [1] - The company's strategic shift towards recurring revenue models is aligned with the increasing demand for AI and data center capabilities [1]

StunningArt / Shutterstock.com Quick Read Applied Digital (APLD) surged 16.5% after securing a $100M development loan from Macquarie Group for AI data center expansion. Applied Digital holds $687M in debt against just $74M in cash. The company issued $2.35B in 9.25% senior notes in November. The rally ignores execution risks and rising leverage in a sector where hyperscalers issued $121B in bonds last quarter. If you’re thinking about retiring or know someone who is, there are three quick questions ...

Core Viewpoint - Applied Digital (NASDAQ: APLD) shares experienced a significant increase of 16.5% on Friday, following a notable decline of 17.5% just two days earlier [1] Company Summary - The stock price recovery indicates a volatile trading environment for Applied Digital, highlighting investor reactions to recent market movements [1]

Core Insights - Applied Digital Corp. (NASDAQ: APLD) has shown strong performance, with a 16.53% increase in stock price, closing at $27.85, as investors positioned themselves ahead of upcoming earnings results [1] - The company is set to announce its second quarter earnings for fiscal year 2026 on January 7, 2026, after market close, followed by an investor call [2] - Applied Digital successfully raised $100 million through a term loan facility with Macquarie Group, aimed at pre-lease development of new data center projects [3] - The company is in negotiations with another investment-grade hyperscaler for potential leasing of several campuses [4] Financial Developments - The $100 million raised will enhance the company's ability to quickly develop high-quality sites while maintaining capital flexibility [3] - The upcoming earnings announcement is anticipated to provide further insights into the company's financial health and operational strategy [2] Strategic Initiatives - The focus on data center development indicates a strategic move to capitalize on growing demand in the digital infrastructure sector [3][4] - Negotiations with hyperscalers suggest a proactive approach to securing long-term revenue streams through leasing agreements [4]

Group 1 - Shares of Applied Digital (NASDAQ: APLD) increased by 16.5% on Friday, outperforming the S&P 500 and Nasdaq Composite, which rose by 0.8% and 1.3% respectively [1] - The company secured a new loan facility of $100 million from Macquarie Group to support pre-lease development costs for new data center projects, including planning, permitting, and initial construction for an unnamed investment-grade hyperscaler [2] - The announcement of the loan coincided with a renewed interest in AI stocks following Micron's strong earnings report, which exceeded sales and earnings per share estimates, boosting confidence in the AI market [2][5] Group 2 - Despite the positive developments, there are significant risks associated with Applied Digital, including the potential for over-leveraging as the company continues to borrow at high rates and possibly issue more shares [4] - The AI data center sector is facing challenges, and if the AI boom slows down, Applied Digital may struggle to meet its financial obligations [4] - Analysts have identified other stocks that may offer better investment opportunities than Applied Digital, indicating a cautious outlook on the company's stock [6]

Key Takeaways Applied Digital develops hyperscale data centres tailored for AI and high-performance computing.Dell Technologies provides AI-optimized servers and integrated systems for enterprises and hyperscalers.APLD has outperformed DELL recently, reflecting investor preference for pure-play AI infrastructure.Applied Digital (APLD) and Dell Technologies (DELL) are major players in the AI infrastructure space. While Applied Digital specializes in purpose-built data centres and high-performance computing f ...

We recently published 10 Firms Stealing the Show on Wall Street. Applied Digital Corp. (NASDAQ:APLD) is one of the best performers on Thursday. Applied Digital bounced back by 8.64 percent on Thursday to close at $23.90 apiece as investors cheered its successful raising of $100 million in fresh funds from a loan facility. In a statement, Applied Digital Corp. (NASDAQ:APLD) said that its wholly owned subsidiary APLD DevCo LLC entered into a loan facility with Macquarie Group’s Commodities and Global Mark ...

Applied Digital's buildout continues.Shares of Applied Digital (APLD +8.46%) jumped on Thursday, finishing the day up 8.6%. The spike came as the S&P 500 and the Nasdaq Composite finished up 0.7% and 1.3%, respectively.The artificial intelligence (AI) data center company announced today that it secured $100 million in financing to "fund the pre-lease development costs for new data center projects."NASDAQ : APLDApplied DigitalToday's Change( 8.46 %) $ 1.86Current Price$ 23.86Key Data PointsMarket Cap$6.1BDay ...