Applied Digital's stock has more than tripled in 2025.Applied Digital (APLD 1.38%) has been one of the best stocks to own in 2025, rising around 260% so far this year although it has been incredibly volatile, rocketing up and down since October. Applied Digital is another way to play the artificial intelligence buildout, and so far, it has been an excellent investment.However, we can't go back and capture those stellar 2025 returns. Instead, investors need to analyze whether Applied Digital is set for anoth ...

Chips were the first part of the AI boom, and power may be next.Artificial intelligence is revolutionizing the world. AI models like OpenAI's ChatGPT quickly became mainstream, with autonomous vehicles and humanoid robots on the way. All of these innovations require AI chips, which is why investors have been loading up on semiconductor stocks like Nvidia and Broadcom.These AI chips work, but there's one big problem. They all require significant power to operate. AI models and innovations require gigawatts t ...

Key Points CoreWeave and Applied Digital both had strong performances in 2025. Demand for CoreWeave's AI cloud services is through the roof. Applied Digital, meanwhile, is providing the specialized buildings and access to power for neocloud providers. 10 stocks we like better than Applied Digital › While Applied Digital (NASDAQ: APLD) and CoreWeave (NASDAQ: CRWV) both saw their stocks go on roller-coaster rides in 2025, they were also two of the biggest artificial intelligence (AI) stock winners ...

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 ...

Group 1 - Nvidia's related stocks experienced a collective surge, with NEBIUS (NBIS.US) rising over 6%, Applied Digital (APLD.US) increasing over 5%, and Recursion Pharmaceuticals (RXRX.US) up over 4.8% [1] - CoreWeave (CRWV.US) also saw an increase of over 4.8%, while Arm Holdings (ARM.US) rose by over 1.5%, and Wenyan Zhixing (WRD.US) increased by over 1.2% [1] - Nvidia (NVDA.US) itself saw a rise of 1.25% [1] Group 2 - Reports indicate that Nvidia plans to begin the first deliveries of its H200 artificial intelligence chips to China by mid-February next year [1]

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]