Applied Digital Corporation (APLD)
Can New AI-Focused Leases Offset APLD's Cloud Segment Decline?
Applied Digital's AI data center leases show promise, but cloud losses and execution risk cloud its path to sustainable margin growth.
Applied Digital: Real AI Revenues, Real Risks, But Still A Buy
APLD's pivot to AI infrastructure, validated by major CoreWeave contracts, underpins its rerating and strong growth narrative despite recent volatility. The company's unique, purpose-built data centers and early AI monetization set it apart from legacy crypto peers and justify a scarcity premium. Operational execution risks remain, especially given CoreWeave concentration, but institutional funding and stable legacy revenues provide a safety net.
Do Rising Costs Raise Red Flag Despite APLD's Revenue Growth?
Applied Digital's revenues are rising fast, but surging costs, debt, and a pending cloud exit may raise concerns about its long-term growth story.
APLD Stock Significantly Beats Industry So Far in June: Is It a Buy?
APLD shares jumped 52% in June on AI tailwinds and a $7 billion CoreWeave deal, outpacing industry gains by a wide margin.
APLD: A Turnaround in Profitability or Mirage Behind Adjusted EBITDA?
Applied Digital posts a big jump in adjusted EBITDA, but a deeper look reveals mounting losses and strategic uncertainty ahead.
Applied Digital: Now the High-Stakes Race to Build Begins
The artificial intelligence (AI) revolution has ignited a modern gold rush, not for precious metals, but for the vast digital infrastructure required to power it. In this high-stakes environment, Applied Digital Corporation NASDAQ: APLD has made a bold pivot to position itself as a key contender.
Applied Digital's Cloud Services Business Divestment Looks Promising
APLD sheds its cloud unit to fix customer conflicts, fuel REIT plans, and ride strong HPC data-center leasing momentum.
Applied Digital Stock (APLD) Doubles on CoreWeave (CRWV) Tie-Up — We Called It
Key Points Applied Digital (NASDAQ: APLD) shares doubled after announcing a $7 billion AI data center partnership with newly public CoreWeave (NASDAQ: CRWV).
APLD Doubles Down on AI/ML Hosting With Landmark CoreWeave Lease
Applied Digital secures a $7 billion, 15-year lease with CoreWeave, fueling its shift to a pure-play AI infrastructure.
APLD Accelerates Hyperscale Growth With $5B Expansion Backing
Applied Digital lands $5B in backing to supercharge its Ellendale campus build-out and chase hyperscale infrastructure dominance.
APLD Doubles in One Week, CRWV "Parabolic" Move Halts
Applied Digital (APLD) became a massive winner after inking a 15-year deal with Coreweave (CRWV). Meanwhile, the company backed by Nvidia (NVDA) pulled back from its substantial rally since its IPO in late March.
Call Traders Blast Applied Digital Stock Amid 3-Year Highs
Digital infrastructure stock Applied Digital Corp (NASDAQ:APLD) was last seen up 29.2% at $13.24, extending this week's rally after the company announced a 15-year, $7 billion deal with cloud service name CoreWeave (CRWV) to help build artificial intelligence (AI) data centers.
