Today: 29 April 2026
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NASDAQ:APLD 3 January 2026 - 10 January 2026

Applied Digital stock jumps again as AI data-center demand and hyperscaler talks drive the tape

Applied Digital stock jumps again as AI data-center demand and hyperscaler talks drive the tape

Applied Digital shares rose 18% to $37.68 in after-hours trading Friday after reporting fiscal Q2 revenue of $126.6 million, beating estimates. The company announced new leases totaling 600 MW, including a $5 billion, 200 MW deal at its Polaris Forge 2 campus. Cash stood at $1.91 billion as of Nov. 30, with $2.59 billion in long-term debt. Net loss for the quarter was $19.1 million.
9 January 2026
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Applied Digital (APLD) stock jumps again as hyperscaler AI data-center deals come into focus

Applied Digital (APLD) stock jumps again as hyperscaler AI data-center deals come into focus

Applied Digital shares jumped 12% Friday morning, trading at $35.69 after reporting $126.6 million in quarterly revenue, beating forecasts. The company said it signed leases with two hyperscalers for 600 MW of power and $16 billion in prospective lease revenue at its North Dakota campuses. CoreWeave paid $85 million for fit-out and rent. Applied Digital posted a $31.2 million net loss for the quarter.
9 January 2026
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Applied Digital stock jumps again as hyperscaler talks and $2.35B financing keep APLD in play

Applied Digital stock jumps again as hyperscaler talks and $2.35B financing keep APLD in play

Applied Digital shares jumped 11% to $35.38 after quarterly revenue hit $126.6 million, beating estimates by nearly $40 million. The company said its Polaris Forge 1 site is now ready for service, delivering 100 MW for CoreWeave, and it is in advanced talks with another major customer. Management highlighted $2.35 billion in new debt financing. Net loss for the quarter was $31.2 million.
9 January 2026
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Applied Digital stock jumps again premarket as $5 billion hyperscaler lease talk keeps AI trade in play

Applied Digital stock jumps again premarket as $5 billion hyperscaler lease talk keeps AI trade in play

Applied Digital shares rose about 8% in premarket trading after the company reported a 250% jump in quarterly revenue to $126.6 million and announced a 15-year, $5 billion AI data center lease with a major cloud buyer. The company posted a net loss of $31.2 million and disclosed $2.3 billion in cash against $2.6 billion in debt.
9 January 2026
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Applied Digital (APLD) stock jumps after earnings beat as AI data-center lease talks stay in focus

Applied Digital (APLD) stock jumps after earnings beat as AI data-center lease talks stay in focus

Applied Digital shares climbed 8% to $31.94 in after-hours trading Thursday after quarterly revenue beat estimates, reaching $126.6 million. The company highlighted new long-term leases for AI data centers and said its Polaris Forge 1 site delivered 100 megawatts on schedule. Cash and equivalents totaled $1.91 billion as of Nov. 30, with $2.59 billion in long-term debt. Investors await further lease conversions and Friday’s U.S. jobs report.
9 January 2026
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Applied Digital stock jumps as AI data center revenue tops estimates and new hyperscaler talks surface

Applied Digital stock jumps as AI data center revenue tops estimates and new hyperscaler talks surface

Applied Digital shares jumped 8.2% to $31.99 after quarterly revenue hit $126.6 million, beating estimates by nearly $39 million. The company reported its North Dakota Polaris Forge 1 campus is now operational, securing major leases and boosting total leased capacity in the state to 600 MW. Applied ended the quarter with $2.3 billion in cash and $2.6 billion in debt.
8 January 2026
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Why IREN stock is rising today: AI data-center optimism lifts the bitcoin miner-turned-cloud play

Why IREN stock is rising today: AI data-center optimism lifts the bitcoin miner-turned-cloud play

IREN shares jumped 4.3% to $45.49 Thursday morning, rebounding after two days of losses. The move followed Applied Digital’s stronger-than-expected revenue report, which lifted other AI data-center stocks. IREN operates renewable-powered data centers for bitcoin mining and AI computing. The stock remains volatile amid concerns over valuation and execution risks.
8 January 2026
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Applied Digital stock jumps after Q2 revenue triples, as new hyperscaler talks drive AI data-center push

Applied Digital stock jumps after Q2 revenue triples, as new hyperscaler talks drive AI data-center push

Applied Digital reported fiscal Q2 revenue of $126.6 million, up 250% from a year earlier and above Wall Street estimates, sending shares up 7% in after-hours trading. The company signed leases with two hyperscalers in North Dakota and is in advanced talks with another. Net loss narrowed to $31.2 million. Applied Digital completed a $2.35 billion private note offering to fund expansion.
8 January 2026
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APLD stock slips premarket after Applied Digital’s Q2 results, AI data-center buildout in focus

APLD stock slips premarket after Applied Digital’s Q2 results, AI data-center buildout in focus

Applied Digital shares dropped 2% to $29.56 in premarket trading Thursday after reporting a quarterly net loss of $31.2 million despite a 250% revenue surge to $126.6 million. Most revenue came from tenant fit-out work and early lease income at its North Dakota data center. The company disclosed $2.35 billion in new debt and plans to spin out its cloud unit with EKSO Bionics.
8 January 2026
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Applied Digital stock: APLD jumps after-hours on revenue beat, $5B AI lease and fresh funding

Applied Digital stock: APLD jumps after-hours on revenue beat, $5B AI lease and fresh funding

Applied Digital shares jumped about 7% after hours as Q2 revenue reached $126.6 million, beating analyst estimates. The company booked $85 million from its high-performance computing unit, mostly from customer fit-out work and early lease revenue. Applied Digital ended the quarter with $2.3 billion in cash and $2.6 billion in debt. Investors are watching the pace at which long-term leases convert to recurring rent.
8 January 2026
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Applied Digital (APLD) stock jumps after revenue beat as AI data-center leases pile up

Applied Digital (APLD) stock jumps after revenue beat as AI data-center leases pile up

Applied Digital reported fiscal Q2 revenue of $126.6 million, beating Wall Street’s $88 million estimate, sending shares up about 7% after hours Wednesday. Revenue rose 250% from a year earlier, with net loss narrowing to $31.2 million. The company said total leased data center capacity reached 600 MW. Applied Digital plans to spin out its cloud business and merge it with Ekso Bionics in a deal expected to close in the first half of 2026.
8 January 2026
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Applied Digital stock edges up ahead of earnings as new analyst targets reach $99

Applied Digital stock edges up ahead of earnings as new analyst targets reach $99

Applied Digital shares rose about 2% Wednesday morning ahead of quarterly results due after the bell. Freedom Capital and Arete initiated coverage with Buy ratings and price targets of $36 and $99, respectively. Investors await updates on AI data-center leasing and the planned ChronoScale cloud spin-out. Analysts expect quarterly revenue of $90.5 million and a loss of $0.11 per share.
7 January 2026
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IREN stock jumps 11% as bitcoin rallies — what’s driving Nasdaq: IREN today

IREN stock jumps 11% as bitcoin rallies — what’s driving Nasdaq: IREN today

IREN shares jumped about 11% to $47.36 Monday afternoon as bitcoin rose 3.5% to $94,302, lifting crypto-linked stocks. Investors weighed IREN’s AI data center expansion and a $9.7 billion Microsoft contract against bitcoin volatility. Several U.S.-listed miners and Coinbase also gained. Zacks flagged IREN’s rapid GPU growth but called shares “overvalued.”
5 January 2026
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Applied Digital (APLD) stock jumps 6% as earnings loom and ChronoScale deal stays in focus

Applied Digital (APLD) stock jumps 6% as earnings loom and ChronoScale deal stays in focus

Applied Digital shares climbed 6.3% to $29.88 Monday, ahead of fiscal Q2 results due Jan. 7 and updates on North Dakota AI data center projects. Short interest stands at 34% of float, heightening volatility. The stock touched $30.11 intraday, while the Nasdaq 100 rose 1%. Investors await details on lease revenue conversion and data center buildout timelines.
5 January 2026
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Applied Digital stock (APLD) jumps 15% into earnings week as ChronoScale spin-out plan sharpens focus

Applied Digital stock (APLD) jumps 15% into earnings week as ChronoScale spin-out plan sharpens focus

Applied Digital shares surged 14.6% to close at $28.11 Friday on heavy volume. The company will report fiscal Q2 results after markets close Jan. 7 and hold a conference call at 5 p.m. ET. Investors await updates on a proposed cloud business spin-out with Ekso Bionics and new financing for AI-focused data centers. A subsidiary secured up to $100 million in credit from Macquarie Equipment Capital at 8% interest.
5 January 2026
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Applied Digital (APLD) stock jumps 15% ahead of Jan. 7 earnings as ChronoScale deal looms

Applied Digital (APLD) stock jumps 15% ahead of Jan. 7 earnings as ChronoScale deal looms

Applied Digital shares jumped 14.6% to $28.11 Friday, outpacing the Nasdaq and S&P 500 on the first trading day of 2026. The company last month agreed to combine its cloud unit with Ekso Bionics to form ChronoScale, expecting to own 97% of the new platform. Applied Digital signed a $5 billion, 15-year lease for 200 MW at its North Dakota site in October. Short interest stood at 31% of public float as of Dec. 15.
4 January 2026
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Applied Digital stock jumps 14% as AI-linked names rebound; APLD earnings on Jan. 7

Applied Digital stock jumps 14% as AI-linked names rebound; APLD earnings on Jan. 7

Applied Digital shares surged 14.6% to $28.11 on Friday, trading over 36 million shares ahead of its Jan. 7 earnings release. The move followed renewed risk appetite in AI infrastructure stocks, with chipmakers also rallying. The company plans to spin off its cloud services business and has secured a loan facility for new data-center projects. Broader markets ended mixed, with the Dow and S&P 500 up, while the Nasdaq slipped.
4 January 2026
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Data center stocks kick off 2026 with Vertiv jump after Barclays upgrade

Data center stocks kick off 2026 with Vertiv jump after Barclays upgrade

Vertiv Holdings surged 8.4% and Applied Digital jumped 14.6% Friday as data center infrastructure stocks outpaced real estate landlords on the first trading day of 2026. Barclays upgraded Vertiv to Overweight, citing its 2026 outlook. Digital Realty and Iron Mountain edged up, while Equinix slipped. Investors watched for signals on data center demand and upcoming earnings reports.
3 January 2026
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Stock Market Today

  • Avantis International Equity ETF (AVDE) Sees $188M Inflows, Shell, HSBC, Novartis Impacted
    April 29, 2026, 11:45 AM EDT. The Avantis International Equity ETF (AVDE) experienced a significant $188.1 million inflow, marking a 2.2% rise in outstanding units week over week. Key underlying holdings include Shell plc (SHEL), which dipped 0.9%, HSBC Holdings plc (HSBC) up 0.7%, and Novartis (NVS) gaining 0.2%. AVDE's share price stands near its 52-week high at $76.43, close to the peak of $76.79, with a 52-week low at $58.56. The ETF creation process, involving issuance of new units, drives the purchase of underlying assets, affecting component stocks. Monitoring changes in ETF units offers insight into market demand and potential stock movements within funds.

Latest article

Applied Materials (AMAT) Faces Fresh China Shock After U.S. Targets Hua Hong Shipments

Applied Materials (AMAT) Faces Fresh China Shock After U.S. Targets Hua Hong Shipments

29 April 2026
The U.S. Commerce Department ordered Applied Materials, Lam Research, and KLA to halt some chip-tool shipments to China’s Hua Hong, Reuters reported. The move targets shipments linked to facilities believed capable of advanced chip production. Applied reported $2.10 billion in China revenue last quarter, or 30% of its total. Shares in Applied, Lam, and KLA traded lower after the news.
Cognizant Stock Drops As Weak Revenue Outlook Overshadows $600 Million AI Deal

Cognizant Stock Drops As Weak Revenue Outlook Overshadows $600 Million AI Deal

29 April 2026
Cognizant forecast second-quarter revenue below analyst estimates and announced Project Leap, a cost-cutting program focused on workforce reductions. Shares fell $1.67 to $53.45. The company reported first-quarter revenue of $5.41 billion, up 5.8%, and agreed to acquire AI infrastructure firm Astreya for about $600 million.
ON Semiconductor Stock Jumps as Geely and NIO Deals Put 900V EV Chips in Focus

ON Semiconductor Stock Jumps as Geely and NIO Deals Put 900V EV Chips in Focus

29 April 2026
ON Semiconductor shares jumped 8% Wednesday after announcing expanded silicon carbide chip deals with Geely Auto Group and NIO Inc., both focused on 900-volt electric vehicle platforms. The company’s market value reached about $41.2 billion ahead of first-quarter results due May 4. Investors are watching whether new auto-chip wins can offset uneven demand.
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