seekingalpha.com · 11 jul

Applied Digital: The 37% Drop Doesn't Get Me Excited

Applied Digital has successfully pivoted from crypto mining to AI-focused data center operations, securing long-term hyperscaler contracts. APLD boasts $36 billion in contracted lease value over 15 years, with $2 billion annualized NOI and rapid capacity expansion through 2028. Macquarie's potential $5 billion investment and a 97% stake in ChronoScale enhance APLD's growth and asset value, but monetization challenges exist.

zacks.com · 10 jul

APLD's Customer Concentration Remains High: Will it Limit Growth?

Applied Digital's AI data center expansion is backed by long-term leases, but heavy reliance on a few hyperscale customers raises long-term revenue and execution risks.

marketbeat.com · 8 jul

Why Penguin Solutions May Be the Smartest AI Infrastructure Stock

While not technically a pure-play GPU-as-a-Service or neocloud operator, Penguin Solutions NASDAQ: PENG is essentially in the same business as Nebius NASDAQ: NBIS, Iren NASDAQ: IREN, and Applied Digital NASDAQ: APLD, but with far less risk.

247wallst.com · 7 jul

TeraWulf Drops 8% Even as Analysts Raise Price Targets on $19B Anthropic Deal, IREN Falls 7%, Applied Digital Slides 6%

Shares of TeraWulf (NASDAQ:WULF) are down 8% to $20.41 in Tuesday's midday session, reversing yesterday's rally on the Anthropic mega-deal.

zacks.com · 3 jul

Applied Digital Continues Heavy Capital Spending: What's Ahead?

APLD is ramping up AI data center expansion with billions in new financing, as much of its contracted capacity has yet to generate recurring revenues.

247wallst.com · 1 jul

Oracle Just Became an AI Cloud Powerhouse. Here Are 5 Under-the-Radar Stocks Along for the Ride

Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins.

globenewswire.com · 1 jul

Applied Digital Delivers Second Building at Polaris Forge 1

DALLAS, July 01, 2026 (GLOBE NEWSWIRE) -- Applied Digital (NASDAQ: APLD), a designer, builder, and operator of high-performance, sustainably engineered data centers and colocation services for artificial intelligence, cloud, networking, and blockchain workloads, today announced it has achieved Ready for Service for Phase 1 of Building 2 at Polaris Forge 1, delivering 75 MW of operational AI capacity to its customer on schedule and bringing total live capacity at the campus to 175 MW. The delivery marks the next major milestone in the continued buildout of Polaris Forge 1, Applied Digital's fully leased AI Factory Campus designed to support high-density artificial intelligence and high-performance computing workloads.

247wallst.com · 30 jun

Coinbase Strategist: Bitcoin Has Survived “6 of These Cycles” in 15 Years and “Over 40 Countries” Hold Bitcoin

Coinbase (NASDAQ:COIN | COIN Price Prediction) Head of Institutional Strategy John D'Agostino used a recent CNBC Squawk Box appearance to push back on the wave of skepticism that has followed a brutal stretch for crypto prices.