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NASDAQ:APLD News 15 January 2026 - 25 January 2026

Applied Digital (APLD) stock jumps on 430MW “AI factory” build — what to watch before Monday

Applied Digital (APLD) stock jumps on 430MW “AI factory” build — what to watch before Monday

Applied Digital shares jumped 8.5% to $37.69 on Friday after announcing construction of its Delta Forge 1 AI data-center campus, which will deliver up to 300 MW of critical IT load. The company did not disclose the exact location, citing only a “strategic southern U.S. market.” Director Douglas S. Miller gifted 6,000 shares, reducing his stake to 194,859, according to an SEC filing.
25 January 2026
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Applied Digital (APLD) stock jumps on 430MW Delta Forge AI data center kickoff as traders eye next catalysts

Applied Digital (APLD) stock jumps on 430MW Delta Forge AI data center kickoff as traders eye next catalysts

New York, Jan 24, 2026, 09:03 EST — Market closed. Applied Digital Corporation’s shares jumped 8.49% to close at $37.69 on Friday, following the company’s announcement that it has started construction on a 430-megawatt AI campus. The stock dipped 0.72% in after-hours trading and fluctuated between $33.216 and $39.00 throughout the day. https://www.investing.com/equities/applied-blockchain-historical-data Investors are zeroing in on a key choke point in the AI rollout: power. Data centers packed with AI chips now count megawatts—the measure of electrical capacity—as their critical metric. Small developers often face big swings when they reveal progress on sites, utility power, and customer commitments.
24 January 2026
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Applied Digital stock jumps on 430-MW Delta Forge AI campus move — what to watch when trading resumes

Applied Digital stock jumps on 430-MW Delta Forge AI campus move — what to watch when trading resumes

New York, Jan 24, 2026, 05:33 EST — Market closed Applied Digital Corporation shares closed Friday 8.5% higher at $37.69, beating the wider U.S. market. Investors responded positively to the company’s recent update on its data center expansion. This shift is crucial as the AI infrastructure trade has grown cutthroat: investors favor builders who secure both power and clients, while setbacks hit valuations hard. Applied Digital’s case is straightforward — transform limited electricity into functional AI server capacity — yet it’s the delivery that drives the stock’s volatility. The rally highlights just how fast sentiment can swing in smaller, high-beta
24 January 2026
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Applied Digital (APLD) stock jumps on Delta Forge 1 groundbreaking as CEO flags February site reveal

Applied Digital (APLD) stock jumps on Delta Forge 1 groundbreaking as CEO flags February site reveal

New York, January 23, 2026, 6:43 PM ET — After-hours Applied Digital Corp’s shares jumped roughly 8.5% Friday to close at $37.69. The Nasdaq-listed data-center developer announced it had started construction on Delta Forge 1, a 430-megawatt “AI Factory” campus in a southern U.S. market. During the session, the stock fluctuated between $33.24 and $38.98, with about 48 million shares changing hands. This shift is significant since investors have seen power as the main bottleneck in AI expansion. Developers with verified access to grid power and land — and confirmed tenants — are now seeing rapid and steep repricings. Applied
24 January 2026
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IREN stock jumps 8% after-hours as Feb. 5 earnings date nears and new 2x short ETF hits the market

IREN stock jumps 8% after-hours as Feb. 5 earnings date nears and new 2x short ETF hits the market

New York, Jan 23, 2026, 18:11 EST — After-hours IREN Limited shares climbed roughly 8.4% to $56.68 in after-hours on Friday, following an intraday range of $50.14 to $58.55. Trading volume hit around 56.4 million shares, market data show. The move comes as traders prepare for a hectic period around the stock, with IREN’s upcoming quarterly update now scheduled and fresh single-name leveraged products offering bulls and bears additional tools to take positions. That’s significant since IREN sits at the crossroads of crypto-driven power consumption and the rapid expansion of data centers for AI workloads. In this environment, even minor
24 January 2026
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Applied Digital (APLD) stock jumps nearly 9% on Delta Forge AI data center build — what to watch next

Applied Digital (APLD) stock jumps nearly 9% on Delta Forge AI data center build — what to watch next

New York, Jan 23, 2026, 15:36 EST — Regular session. Shares of Applied Digital jumped roughly 9% to $37.90 in Friday afternoon trading, boosting the Nasdaq-listed data center developer following the launch of construction on a new AI-focused campus. This shift is crucial as investors rapidly reassess assets linked to “AI infrastructure,” particularly those that lock down power and land. Constraints like electricity access and construction timelines are now front and center, not afterthoughts. For Applied Digital, breaking ground marks a concrete milestone in a sector where clients typically demand signed leases before committing large sums. It also refocuses scrutiny
23 January 2026
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Applied Digital (APLD) stock jumps on 430-MW Delta Forge AI campus build; location due in February

Applied Digital (APLD) stock jumps on 430-MW Delta Forge AI campus build; location due in February

New York, Jan 23, 2026, 15:07 EST — Regular session ongoing. Applied Digital Corp (APLD.O) shares jumped 9.8% to $38.13 in Friday afternoon trading, following news of a new AI-focused data center project. The stock hit a high of $38.98 during the session. Applied Digital has started construction on “Delta Forge 1,” an “AI Factory” campus located in a southern U.S. state. The facility will initially have 430 megawatts (MW) of utility power capacity, supporting up to 300 MW of “critical IT load”—the power dedicated to computing equipment after accounting for facility overhead. (markets.businessinsider.com) Power and cooling have emerged as
23 January 2026
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Applied Digital (APLD) stock slips after it breaks ground on 430-MW “AI factory” campus

Applied Digital (APLD) stock slips after it breaks ground on 430-MW “AI factory” campus

New York, Jan 22, 2026, 3:03 PM EST — Regular session Shares of Applied Digital dipped Thursday following the announcement that the data center operator has started construction on a new “AI factory” campus. Investors appeared cautious, balancing the potential from customer deals against the heavy expenses and challenges of expanding power-intensive facilities. (Applied Digital Corporation) This announcement is crucial as markets have rapidly adjusted valuations for firms linked to artificial intelligence expansions—yet they’ve been equally swift to penalize setbacks, funding shortfalls, or developments launching empty. For Applied Digital, growth now hinges less on the sheer megawatt figures and more
22 January 2026
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Applied Digital stock slides, then swings hard as new Buy call pegs $42 target — what’s next for APLD

Applied Digital stock slides, then swings hard as new Buy call pegs $42 target — what’s next for APLD

New York, January 21, 2026, 19:54 (EST) — After-hours Applied Digital (APLD.O) shares dipped 1.1%, finishing Wednesday at $35.06. Earlier, the stock swung between $38.00 and $32.33. Volume hit roughly 42.1 million shares. The stock now acts as a stand-in for a tight race: who can grab power, scale quickly, and lock in lengthy contracts for AI workloads. Even minor news can trigger shifts, and the volatility runs both directions. This matters because the market is valuing future megawatts — the power capacity that determines how many servers a data center can support — well before the facilities are operational.
22 January 2026
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Applied Digital stock drops 5% as tariff jitters hit high-beta AI data center names — what to watch next for APLD

Applied Digital stock drops 5% as tariff jitters hit high-beta AI data center names — what to watch next for APLD

New York, January 20, 2026, 21:00 EST — The market has closed for the day. Applied Digital Corp (APLD.O) shares slipped 5.2% to finish at $35.46 on Tuesday, after tumbling as much as 10% earlier in the session. The Nasdaq-listed stock ranged from $33.63 to $37.24 during the day. The decline hits hard since APLD has morphed into a leveraged bet on AI-focused data centers and other intensive computing setups, alongside a smaller crypto mining hosting operation. In its latest quarterly report, the company revealed $2.3 billion in cash against $2.6 billion in debt — figures that tend to unsettle
21 January 2026
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Applied Digital (APLD) stock jumps 6% as CEO sale filing and new president move hit tape — what to watch next

Applied Digital (APLD) stock jumps 6% as CEO sale filing and new president move hit tape — what to watch next

New York, Jan 16, 2026, 20:50 (EST) — Market closed. Applied Digital shares climbed roughly 6.1% on Friday, finishing at $37.40. Throughout the session, the stock moved between $34.58 and $37.52, with around 31.8 million shares traded. The Dallas-based firm finds itself at the heart of a bustling trade: power, data centers, and the infrastructure fueling AI workloads. Leadership changes and insider trades often catch more eyes when the stock is already volatile. Applied Digital announced in an 8-K filing that its board has approved co-founder Jason Zhang’s move to president, effective Jan. 14. Zhang has spearheaded strategic efforts such
17 January 2026
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Applied Digital (APLD) stock slips on insider sale filings even as co-founder is named president

Applied Digital (APLD) stock slips on insider sale filings even as co-founder is named president

New York, January 15, 2026, 15:36 EST — Regular session Shares of Applied Digital Corp fell roughly 2% on Thursday as investors digested insider selling reports and a shake-up in leadership at the data center developer. The retreat follows a strong rally in early January, sparked by the company’s quarterly report detailing large, long-term leases tied to AI infrastructure. Applied Digital announced leases totaling 600 megawatts across two North Dakota campuses and mentioned ongoing discussions with another investment-grade client. (Applied Digital Corporation) This matters now because the company’s strategy is clear-cut but leaves no room for error: secure tenants, build
15 January 2026
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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