Today: 29 June 2026
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NASDAQ:APLD 2 February 2026 - 20 June 2026

Why Applied Digital Stock Is Jumping Before the Open After $5.2B AI Lease

Why Applied Digital Stock Is Jumping Before the Open After $5.2B AI Lease

Applied Digital surged 8.7% in after-hours trading after announcing a 15-year, $5.2 billion lease at its Delta Forge 2 AI data center, boosting its contracted base-term lease revenue to $36 billion; investors are watching Tuesday’s regular session for the first full market reaction as confidence grows in Applied Digital’s ability to secure long-term AI infrastructure deals.
9 June 2026
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Applied Digital Hits 1 GW in AI Contracts, Faces Next Test

Applied Digital Hits 1 GW in AI Contracts, Faces Next Test

Applied Digital shares hovered near $45.25 Wednesday after the company signed a 15-year, $7.5 billion lease for 300 MW at its Polaris Forge 3 AI data center. The deal pushed total contracted lease revenue to $31 billion and capacity to 1,200 MW. Intraday trading volume neared 10 million shares. Investors remain focused on execution risks, including power and construction timelines.
27 May 2026
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Applied Digital’s AI Stock Just Hit a Wall After Its $7.5 Billion Win

Applied Digital Jumps After $7.5B AI Lease

Applied Digital shares climbed 17% Thursday after the company signed a $7.5 billion, 15-year AI data-center lease for its Polaris Forge 3 campus. The deal lifts contracted lease revenue to $31 billion, or $73 billion with renewals. Shares reached $46.42, up $6.90, with volume at 18.7 million. Analysts raised price targets but noted risks around execution and customer concentration.
21 May 2026
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Applied Digital Hits 1 GW, $31 Billion Bet Starts

Applied Digital Hits 1 GW, $31 Billion Bet Starts

Applied Digital signed a 15-year, $7.5 billion lease with an unnamed U.S. hyperscaler for 300 megawatts at its new Polaris Forge 3 campus, raising its contracted baseline revenue to $31 billion. Shares jumped about 8% to $39.52 in after-hours trading. Initial operations at the 600-acre northern U.S. site are set for August 2027. Analysts remain cautious on valuation and construction risk.
20 May 2026
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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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Stock Market Today

  • Sovereign Wealth Funds Shift from Public Markets to Private Investments Amid AI Boom
    June 28, 2026, 7:44 PM EDT. Sovereign wealth funds (SWFs) are reallocating capital away from public stock markets toward private credit and infrastructure to capitalize on the artificial intelligence (AI) growth wave. This shift is driven by concerns over market concentration, where a few large companies dominate public equities, and national security risks tied to public market investments. By increasing exposure to private assets, SWFs seek more diversified and stable returns whilst supporting long-term infrastructure projects. The trend reflects strategic adaptation as governments balance economic returns with geopolitical considerations in an evolving investment landscape.

Latest articles

Trump-era loan caps could open door for private lenders in grad school market

Trump-era loan caps could open door for private lenders in grad school market

29 June 2026
July 1 federal loan caps slash Grad PLUS access, forcing many graduate and professional students to seek private loans; Sallie Mae projects up to 70% origination growth over several years, while SoFi reports record student-loan volume—investors now face a real-time test of how much demand shifts to private lenders as federal limits hit.
IREN Limited (NASDAQ:IREN) slides as Warriors badge faces AI revenue test

IREN Limited (NASDAQ:IREN) slides as Warriors badge faces AI revenue test

29 June 2026
IREN Limited (NASDAQ:IREN) plunged 21.3% to $47.21 over five straight down days despite announcing a record $50M+ annual Warriors jersey deal, as investors focused on the company’s not fully contracted $4.4B target ARR and high short interest at 19.74% of float, with Friday’s close near the lowest analyst target.
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