Today: 19 May 2026
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NASDAQ:APLD 26 January 2026 - 18 May 2026

Applied Digital’s AI Stock Just Hit a Wall After Its $7.5 Billion Win

Applied Digital’s AI Stock Just Hit a Wall After Its $7.5 Billion Win

Applied Digital shares fell about 10% to $38.30 in midday trading Monday, retreating from an earlier high of $42.75 as investors took profits and re-evaluated risk in AI-infrastructure stocks. The drop followed a recent rally driven by a $7.5 billion, 15-year lease with a major U.S. cloud customer and the spin-off of its ChronoScale unit. Broader market declines and rising Treasury yields also weighed on the stock.
18 May 2026
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Applied Digital Just Spun Out ChronoScale: What CHRN Means for APLD Stock Now

Applied Digital Just Spun Out ChronoScale: What CHRN Means for APLD Stock Now

Applied Digital’s cloud unit began trading as ChronoScale (CHRN) on Nasdaq, with Applied keeping about 97% ownership after contributing the business to EKSO Bionics and investing $15.75 million. ChronoScale opened at $15.57, while Applied Digital last traded at $41.25. Applied also secured a $300 million bridge loan led by Goldman Sachs for its North Dakota data center. The company reported Q3 revenue of $126.6 million and a net loss of $100.9 million.
11 May 2026
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Applied Digital Stock Gets a $7.5 Billion AI Lease. Now Comes the Build-Out Test

Applied Digital Stock Gets a $7.5 Billion AI Lease. Now Comes the Build-Out Test

Applied Digital Corp. signed a $7.5 billion, 15-year lease with an unnamed U.S. hyperscaler for 300 megawatts at its Delta Forge 1 campus, pushing total contracted lease revenue above $23 billion. The campus is set to begin operations in mid-2027. Shares rose over 12% after the announcement. The company ended its fiscal third quarter with $2.1 billion in cash and $2.7 billion in debt.
27 April 2026
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Applied Digital stock rises after $7.5 billion AI data center lease with U.S. hyperscaler. (SEC)

Applied Digital stock rises after $7.5 billion AI data center lease with U.S. hyperscaler. (SEC)

Applied Digital signed a 15-year, $7.5 billion lease with an unnamed U.S. hyperscaler for 300 megawatts at its Delta Forge 1 data center in Louisiana, sending shares up 12% to $36.35. The deal lifts total contracted lease revenue above $23 billion and adds a third hyperscale tenant. Initial operations at Delta Forge 1 are expected in mid-2027. The company also plans up to $600 million in new financing for expansion.
23 April 2026
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Applied Digital Stock Braces for Q3 Earnings After $2.15 Billion Debt Bet

Applied Digital Stock Braces for Q3 Earnings After $2.15 Billion Debt Bet

Applied Digital shares rose 3.6% to $25.45 Monday ahead of fiscal Q3 results due after the April 8 close. Options traders are pricing a 16.5% move in the stock after the release. The company recently added $2.15 billion in secured notes for its Polaris Forge 2 campus, where Oracle is a major tenant. Investors are focused on lease revenue growth and the company’s rising debt load.
6 April 2026
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Applied Digital stock price swings as SEC filing reveals big lease targets for top executives

Applied Digital stock price swings as SEC filing reveals big lease targets for top executives

Applied Digital shares were nearly flat at $38.18 Tuesday afternoon after wide swings, following an SEC filing detailing five-year equity awards tied to hyperscaler lease signings and data-center launches. The company granted performance-based stock units to top executives, vesting on long-term contracts and data center capacity targets. Bitcoin slipped 2% as crypto-linked infrastructure stocks also traded lower.
10 February 2026
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Applied Digital stock jumps as new filing ties exec pay to hyperscaler milestones

Applied Digital stock jumps as new filing ties exec pay to hyperscaler milestones

Applied Digital shares closed up 9.4% Monday after the company disclosed multi-year, performance-based stock awards for President Jason Zhang and CFO Saidal Mohmand, tied to leasing and profit targets. A new SEC filing showed Zhang’s awards vest if the company signs up to 1.6 gigawatts in long-term hyperscaler contracts. Analyst Mike Grondahl raised his price target to $56 on potential new leasing. Shares were little changed after hours.
10 February 2026
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Applied Digital stock jumps nearly 10% as AI data-center trade rebounds; what’s next for APLD

Applied Digital stock jumps nearly 10% as AI data-center trade rebounds; what’s next for APLD

Applied Digital shares jumped 9.6% to $38.32 Monday afternoon, swinging between $33.48 and $39.33 on heavy volume. No new company news was posted. About a third of the float was sold short as of mid-January, heightening volatility. Traders are eyeing U.S. payrolls and CPI data later this week for further market direction.
9 February 2026
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Applied Digital stock surges 25% to $34.95 — what APLD investors are watching next week

Applied Digital stock surges 25% to $34.95 — what APLD investors are watching next week

Applied Digital shares surged 25.5% to $34.95 Friday, with 44.7 million shares traded after a volatile session. The move followed renewed interest in AI-linked infrastructure stocks and outpaced gains in peers like Core Scientific and Digital Realty. The company recently reported $126.6 million in quarterly revenue and signed major data center leases with hyperscale clients.
8 February 2026
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Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

Applied Digital Corporation shares jumped 25.52% Friday to $34.95, then slipped to $34.60 after hours. The company reported fiscal Q2 revenue up 250% to $126.6 million and signed leases for 600 MW of data center capacity in North Dakota. Applied Digital broke ground on a new 430‑MW campus in the southern U.S. in January. Financing includes a $100 million promissory note with 8% interest, paid in kind.
7 February 2026
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Applied Digital Corporation (APLD) stock ticks up in late trade as insider sale filings land

Applied Digital Corporation (APLD) stock ticks up in late trade as insider sale filings land

Applied Digital shares rose 2.7% to $34.80 in late Monday trading, with nearly 23 million shares changing hands. Director Chuck Hastings sold 45,987 shares at $38.57 each on Jan. 29 and filed to sell up to 100,000 shares. The company began construction on its 430-megawatt Delta Forge 1 “AI Factory” campus, targeting mid-2027 operations. Vanguard disclosed an 8.65% stake as of Dec. 31.
2 February 2026
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Applied Digital stock price slides as APLD gives back Nvidia-CoreWeave rally — what investors watch next

Applied Digital stock price slides as APLD gives back Nvidia-CoreWeave rally — what investors watch next

Applied Digital Corp shares fell 5.2% to $39.19 Wednesday after a recent surge tied to AI data-center demand and CoreWeave’s expansion. The drop followed Nvidia’s $2 billion investment in CoreWeave and news of a partnership to build over 5 gigawatts of AI data centers by 2030. Applied Digital recently broke ground on a new 430-megawatt campus. The company warned in filings that project delays could impact revenue.
28 January 2026
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Applied Digital stock jumps after Nvidia’s $2 billion CoreWeave bet — what to watch next

Applied Digital stock jumps after Nvidia’s $2 billion CoreWeave bet — what to watch next

Applied Digital shares jumped 14.2% in after-hours trading Tuesday, closing at $41.35 after Nvidia invested $2 billion in CoreWeave, Applied’s major client. The stock saw heavy volume, with 47.5 million shares traded. Applied Digital relies on long-term leases with CoreWeave at its North Dakota campus, expected to generate $11 billion in revenue.
28 January 2026
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Applied Digital (APLD) stock price jumps on Nvidia’s CoreWeave move as AI data center trade heats up again

Applied Digital (APLD) stock price jumps on Nvidia’s CoreWeave move as AI data center trade heats up again

Applied Digital Corp shares jumped 14.2% to $41.35 in after-hours trading Tuesday, with volume topping 47.4 million. The move followed Nvidia’s $2 billion investment in CoreWeave, which has two 15-year leases with Applied Digital worth about $7 billion. Applied Digital reported $2.3 billion in cash and $2.6 billion in debt as of Nov. 30. Construction has started on its 430-megawatt Delta Forge 1 campus.
28 January 2026
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Applied Digital (APLD) stock price jumps as Nvidia-CoreWeave deal keeps AI data centers in play

Applied Digital (APLD) stock price jumps as Nvidia-CoreWeave deal keeps AI data centers in play

Applied Digital shares surged 15% to $41.49 by early afternoon Tuesday, with volume hitting 32 million. The jump followed Nvidia’s $2 billion investment in CoreWeave and news that Applied Digital broke ground on a new 430-megawatt AI campus. CoreWeave stock rose 12%. Investors are watching for major lease signings and updates on power capacity.
27 January 2026
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Applied Digital stock price jumps nearly 12% as Nvidia-CoreWeave deal lifts AI data-center plays

Applied Digital stock price jumps nearly 12% as Nvidia-CoreWeave deal lifts AI data-center plays

Applied Digital shares rose 11.7% to $40.40 by late morning Tuesday after Nvidia announced a $2 billion investment in CoreWeave to accelerate AI data-center expansion. The stock rebounded from a volatile open, trading between $36.51 and $40.47. Investors await news on long-term leases and details about Applied Digital’s Delta Forge 1 campus, which began construction last week.
27 January 2026
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Applied Digital stock price tumbles after wild swing; APLD investors eye February site reveal

Applied Digital stock price tumbles after wild swing; APLD investors eye February site reveal

Applied Digital shares fell 4% to $36.18 Monday, with trading volume near 48 million and prices ranging from $41.59 to $35.73. The company reported a quarterly net loss of $31.2 million on $126.6 million revenue and broke ground on a 430-megawatt data center in the southern U.S. CEO Wes Cummins faced scrutiny over NDAs with local officials tied to the project.
27 January 2026
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Applied Digital stock price today: APLD swings as Delta Forge AI data center plans stay in focus

Applied Digital stock price today: APLD swings as Delta Forge AI data center plans stay in focus

Applied Digital shares climbed 1% to $38.05 midday Monday after volatile trading between $41.59 and $36.78. Investors are watching for the February disclosure of the Delta Forge 1 “AI Factory” site and any customer lease signings. The company broke ground on the 430-megawatt campus last week but has not named a tenant. Trading volume topped 32 million shares.
26 January 2026
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Stock Market Today

  • Mcdonald Capital Investors Cuts Alphabet $GOOGL Stake by 7% in Q4
    May 19, 2026, 1:57 PM EDT. Mcdonald Capital Investors Inc. CA trimmed its stake in Alphabet Inc. (NASDAQ: GOOGL) by 7.0% in Q4, selling 18,768 shares to hold 248,322 shares valued at $77.7 million. Alphabet represents 4.8% of the fund's portfolio, ranking as its 11th largest holding. Other institutional investors, including PMV Capital Advisers LLC and Kentucky Trust Co, either added or initiated new positions during recent quarters. Hedge funds hold 40.03% of Alphabet's stock. Analysts maintain bullish outlooks with Citigroup, Royal Bank of Canada, Needham, and Goldman Sachs issuing "buy" or "outperform" ratings. The consensus target price stands at $411.23, reflecting moderate buy sentiment. Market interest remains buoyed by potential Alphabet-Blackstone AI cloud ventures, signaling expanding demand for Alphabet's technology services.

Latest articles

Wall Street’s Top Picks for U.S. Stocks as Yields Stay High

Wall Street’s Top Picks for U.S. Stocks as Yields Stay High

19 May 2026
U.S. stocks fell Tuesday as the 10-year Treasury yield reached its highest point since January 2025, pressuring growth shares. Nvidia drew the most attention ahead of its earnings, with options markets pricing in a possible $355 billion swing in value. Dell highlighted new AI infrastructure partnerships, while ServiceNow received a fresh Buy rating from Bank of America.
Nvidia’s Earnings Could Make or Break the AI Stock Trade

Nvidia’s Earnings Could Make or Break the AI Stock Trade

19 May 2026
Nvidia rose 0.8% ahead of its earnings report, while CoreWeave dropped 3.7% after Google and Blackstone announced a $5 billion U.S. AI cloud venture using Google’s custom TPUs. The new venture will offer 500 megawatts of data-center capacity by 2027. AMD and Micron also gained, but Microsoft and Broadcom slipped. Investors are watching whether Nvidia can maintain dominance as competition in AI inference intensifies.
Uranium Energy Shares Fall Close to 10% as Nuclear-Fuel Plays Get Hit

Uranium Energy Shares Fall Close to 10% as Nuclear-Fuel Plays Get Hit

19 May 2026
Uranium Energy Corp. shares dropped 9.6% to $11.93 in midday New York trading Tuesday, outpacing declines in other uranium stocks and the Global X Uranium ETF. UEC reported a $13.9 million net loss on $20.2 million in sales for its latest quarter, with 45,743 pounds of uranium concentrate produced at $44.14 per pound.
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