SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending as analysts raise price targets, anticipating strong AI demand and a potential trade deal with China that could unlock significant market share. The community is buzzing about NVIDIA's potential to become the first $5 trillion company, fueled by new partnerships and positive commentary around AI's transformative impact. Some traders caution about valuation concerns and potential market corrections, but overall sentiment remains bullish.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), Global Services (BGS), and Boeing Capital (BCC). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916 and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending as investors anticipate the company's upcoming earnings report and monitor ongoing labor negotiations with striking workers. Community discussions revolve around potential revenue, EPS, and overall guidance, with some speculating about a possible dividend reinstatement. News of aircraft orders and production updates are also contributing to the conversation surrounding Boeing's future performance.

Click Holdings Ltd. operates as a holding company which provides temporary and permanent personnel solutions. Its services include professional solution services, nursing solution services, and logistics and other solution services. The company was founded by Chan Chun Sing on January 31, 2024 and is headquartered in Hong Kong.

Click Holdings Ltd. - Ordinary Shares - Class A

Click Holdings Limited

Click Holdings ($CLIK) is trending due to strong revenue growth news, fueling speculation of a potential short squeeze given its low float. The community is drawing comparisons to other Hong Kong stocks that have experienced parabolic moves, anticipating a similar run. Some traders caution about the stock's history of volatility while others point to its small float and high insider ownership as indicators of a potential breakout.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv ($FI) is trending due to a mix of reactions to earnings and new stablecoin initiatives. While some view the stock as oversold and poised for a rebound, others are concerned about lowered guidance and competitive pressures, particularly concerning the Clover platform. The community is actively discussing the implications of Fiserv's new FIUSD stablecoin and its partnerships with Mastercard and PayPal.

Centene Corp. is a healthcare enterprise, which engages in the provision of programs and services to government sponsored healthcare programs. It operates through the following segments: Medicaid, Medicare, Commercial, and Other. The Medicaid segment includes the Temporary Assistance for Needy Families program, Medicaid Expansion programs, the Aged, Blind or Disabled program, the Children's Health Insurance Program, Long-Term Services and Supports, Foster Care, Medicare-Medicaid Plans, which cover beneficiaries who are dually eligible for Medicaid and Medicare, and other state-based programs. The Medicare segment consists of Medicare Advantage, Medicare Supplement, Dual Eligible Special Needs Plans, and Medicare Prescription Drug Plans. The Commercial segment is involved in the Health Insurance Marketplace product along with individual, small group, and large group commercial health insurance products. The Other segment refers to pharmacy operations, Envolve Benefit Options’ vision and dental services, clinical healthcare, behavioral health, the TRICARE program, and corporate management companies. The company was founded in 1984 and is headquartered in St. Louis, MO.

Centene Corp.

Centene Corp. is trending as investors discuss the potential impacts of a looming government shutdown and the extension of ACA subsidies on the healthcare sector. Community sentiment appears bullish, with many anticipating a positive outcome from budget negotiations and a subsequent rise in stock price. Some traders are closely watching support and resistance levels, while others are focused on the company's long-term earnings potential.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir ($PLTR) is trending amid discussions about its AI capabilities, particularly following news of a partnership with Nvidia. The community is weighing bullish sentiments against valuation concerns, with some citing CEO Karp's vision and potential for long-term growth, while others point to traditional metrics suggesting the stock is overvalued. Broader AI sector partnerships and upcoming earnings are also driving interest in the stock.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending amid discussions about its partnership with NVIDIA and Uber, with some seeing it as a potential catalyst for growth in autonomous vehicle technology. Community members are weighing the partnership's potential impact against concerns of dilution and production capabilities. The stock's movement has spurred debate on whether it can sustain its gains in the competitive EV sector.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending as investors discuss its potential earnings beat driven by soaring Azure demand and its key role in the AI revolution through its OpenAI partnership. Community chatter highlights Microsoft's steady growth, its upcoming earnings, and potential benefits from AI and cloud services, while also mentioning competition from smaller AI-focused companies. Discussions also involve wider market dynamics, with focus on potential interest rate cuts and upcoming economic data releases.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending after news of a significant investment from NVDA, with the community discussing the potential impact on its valuation and future in AI-driven telecom. Some traders are holding long positions, citing Nokia's valuable patents and potential for growth in the 5G and 6G sectors, while others are taking profits or expressing caution due to the company's large float.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf ($WULF) is trending due to its strategic move into AI data centers, highlighted by a major joint venture with Google-backed Fluidstack. Community discussions focus on the potential short squeeze, with many believing the company's transition from Bitcoin mining to AI infrastructure play justifies higher valuations and will pressure shorts. Bullish sentiment is fueled by analysts raising price targets and anticipation of long-term revenue visibility.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Will Applied Digital's Pivot to AI Infrastructure Broaden Its Revenue Base?

APLD deepens its AI pivot with new data centers and long-term leases, aiming to replace crypto-driven volatility.

<ul class="summary-bullets"><li>Applied Digital said that this was a nearly 15-year lease agreement to deliver 200 MW of critical IT capacity at Polaris Forge 2.</li><li>The company noted that the 200 MW&nbsp;capacity would support the hyperscaler’s artificial intelligence (AI) and high-performance compute (HPC) infrastructure.&nbsp;</li><li>Applied Digital’s total leased capacity with two hyperscalers across its Polaris Forge 1 and Polaris Forge 2 campuses in North Dakota has now reached 600 MW.</li></ul>Applied Digital (APLD) shares jumped nearly 7% before the bell on Wednesday after the company announced a $5 billion AI factory lease with a U.S.-based investment-grade hyperscaler at Polaris Forge 2 campus, currently under construction near Harwood, North Dakota.&nbsp;The company said this was a nearly 15-year lease agreement to deliver 200 megawatts (MW) of critical IT capacity at Polaris Forge 2 to support the hyperscaler’s artificial intelligence (AI) and high-performance compute (HPC) infrastructure.&nbsp;Retail sentiment on <a href="https://stocktwits.com/symbol/APLD">Applied Digital</a> improved to ‘bullish’ from ‘neutral’ territory compared to a day ago, with message volumes at ‘normal’ levels, according to data from Stocktwits.<h2 class="st-heading-2">What To Know About Applied Digital’s AI Factory Lease</h2>Applied Digital said the Hyperscaler also holds a first right of refusal for an additional 800 MW of critical IT, representing the full expansion potential of the 1-gigawatt (GW) Polaris Forge 2 Campus.The company said that with this agreement, Applied Digital’s total leased capacity with the two hyperscalers across its Polaris Forge 1 and Polaris Forge 2 campuses in North Dakota has now reached 600 MW.<h2 class="st-heading-2">Polaris Forge 2</h2>The company said that the Polaris Forge 2 spans more than 900 acres and is engineered to deliver efficiency with a projected power usage effectiveness of 1.18 and near-zero water consumption.Applied Digital stated that the initial 200 MW will be phased across two buildings, with operations expected to begin in 2026 and reach full capacity by 2027. The campus is designed for future expansion.This follows Applied Digital's announcement of an additional 150MW lease with CoreWeave at its Polaris Forge 1 Campus, as well as a $5.0 billion AI infrastructure partnership with Macquarie Asset Management.Shares of Applied Digital have gained 316% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/nhl-signs-multiyear-licensing-deals-with-kalshi-polymarket-report/cLG5edGR3qd">NHL Signs Multiyear Licensing Deals With Kalshi, Polymarket: Report</a>

In this photo illustration, a smartphone displays the logo of Applied Digital Corporation (NASDAQ: APLD) on July 28, 2025, in Chongqing, China. 

Applied Digital Stock Soars 7% Pre-Market On $5B AI Factory Lease With US Hyperscaler

Applied Digital said that this was a nearly 15-year lease agreement to deliver 200 MW of critical IT capacity at Polaris Forge 2.

Equity

Applied Digital Jumps 47% in a Month: Buy, Sell or Hold the Stock?

APLD's shares surge nearly 47% in a month as booming AI infrastructure demand and a billion-dollar CoreWeave deal fuel optimism.


Applied Digital Corp. (APLD) stock hit fresh 21-year highs, breaking the $40 level on Wednesday, due to continued spotlight on its artificial intelligence infrastructure projects.&nbsp;At the time of writing, the stock pared some of the gains and traded over 7% higher. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:929/107;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_15_115855_png_1727b99434.webp" alt="APLD’s Sentiment Meter and Message Volume as of 11:45 a.m. ET on Oct. 15, 2025 | Source: Stocktwits" width="929" height="107"><figcaption>APLD’s Sentiment Meter and Message Volume as of 11:45 a.m. ET on Oct. 15, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 300% surge in user message count over the last month. A bullish Stocktwits user highlighted the importance of infrastructure in the AI boom.&nbsp;<stembedurl>https://stocktwits.com/Juststartingout14/message/632417071</stembedurl>On Tuesday, Applied Digital received a bullish outlook from Lucid Capital, as the firm began coverage of the company with a “Buy” rating and a price target of $44. The firm said the company is well-positioned to benefit from the rising demand for large-scale computing power.Lucid analyst Joe Flynn said the company, along with other high-performance compute (HPC) firms, is “positioned to capitalize on power shortages and other related constraints," as demand for energy-intensive computing grows.&nbsp;In its first-quarter earnings call on October 9, Applied Digital Chairman and CEO Wesley Cummins&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/applied-digital-stock-on-tract-to-hit-over-21-year-highs/ch6awAvR3S0">said</a> the company is actively building its second major data campus, Polaris Forge 2, and anticipates significant expansion driven by increasing power availability and demand from hyperscale clients.With a $3 billion investment, Polaris Forge 2 will deliver 200 MW of critical IT load initially, with room to grow.<a href="https://stocktwits.com/symbol/APLD">Applied Digital stock</a> has gained over 391% year-to-date and over 413% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microvast-sparks-retail-excitement-as-stock-hits-3-point-five-year-highs/ch6nzmfR3Np">Microvast Sparks Retail Excitement As Stock Hits 3.5-Year Highs</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an Applied Digital logo is seen on a smartphone screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

Applied Digital Stock Nudges $40 Mark As AI Infrastructure Continues To Spur Retail Investors’ Interest

On Tuesday, Lucid Capital initiated coverage of Applied Digital with a “Buy” rating, citing the company's strong position to capitalize on the growing demand for large-scale computing power.

Company News for Oct 13, 2025

Companies In The News Are: LEVI, APLD, QCOM, AZN.

Applied Digital Corp. (APLD) stock is on track to hit over 21-year highs after better-than-expected first-quarter results and updates regarding its data campus, Polaris Forge 2.&nbsp;The company’s first quarter (Q1) revenue of $64.2 million and adjusted loss per share of $0.03, both exceeded the analysts’ consensus estimate of $45.46 million and a loss of $0.13, respectively, according to Fiscal AI data.&nbsp;In the earnings call, Applied Digital Chairman and CEO Wesley Cummins said the company is actively building its second major data campus, Polaris Forge 2, and anticipates significant expansion driven by increasing power availability and demand from hyperscale clients.“Initial funding for Polaris Forge 2 has been secured by our financial partner, Macquarie Equipment Capital, and construction is underway. We expect the first building to start coming online in late 2026 and reach full capacity in 2027,” said Cummins.<a href="https://stocktwits.com/symbol/APLD">Applied Digital stock</a> traded over 24% higher in Friday’s premarket and was the top trending equity ticker on Stocktwits. Retail sentiment around the stock jumped to ‘extremely bullish’ from ‘neutral’ territory the previous day. Message volume improved to ‘extremely high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:937/108;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_10_073827_png_ec04ed66c0.webp" alt="APLD’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Oct. 10, 2025 | Source: Stocktwits" width="937" height="108"><figcaption>APLD’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Oct. 10, 2025 | Source: Stocktwits</figcaption></figure>The stock saw a 615% surge in user message count in 24 hours. A Stocktwits user called Applied Digital the “Best AI datacenter company out there.”<stembedurl>https://stocktwits.com/ak_89/message/631788499</stembedurl>Another user called the company “the quiet AI infrastructure giant”.<stembedurl>https://stocktwits.com/kenneth55perez/message/631778522</stembedurl>Applied Digital began construction on Polaris Forge 2, near Harwood, North Dakota, in September. With a $3 billion investment, this campus will deliver 200 MW of critical IT load initially, with room to grow.&nbsp;Macquarie Equipment Capital is providing the initial capital needed to fund Polaris Forge 2, allowing construction to proceed.&nbsp;Applied Digital said it is already engaging in early conversations with multiple stakeholders to facilitate the site’s long-term expansion.&nbsp;“We remain in finance discussions with an investment-grade hyperscaler regarding lease for this campus. We have also entered negotiations with 2 additional hyperscalers for 2 new locations,” Cummins added.&nbsp;&nbsp;Applied Digital stock has gained over 283% year-to-date and over 352% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/soft-bank-nearing-5-b-term-loan-backed-by-arm-shares-report/ch6aoUQR31D">SoftBank Nearing $5B Term Loan Backed By Arm Shares To Fund Investment In OpenAI: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a hand holds a smartphone displaying the logo of Applied Digital Corporation with its brand logo seen in the background on September 28, 2025, in Chongqing, China. 

Applied Digital Stock On Track To Hit Over 21-Year Highs

Applied Digital Chairman and CEO, Wesley Cummins, said the company anticipates significant expansion in Polaris Forge 2, driven by increasing power availability and demand from hyperscale clients.

Applied Digital Corp. (APLD) shares&nbsp;soared nearly 17% in Thursday’s extended session after the artificial intelligence (AI) infrastructure company reported better-than-expected first-quarter results.&nbsp;The earnings report sparked retail chatter on the&nbsp;<a href="https://stocktwits.com/symbol/APLD">Applied Digital stock stream</a> on Stocktwits, with message volume rising over 500% in the 24 hours leading up to late Thursday. On Stocktwits, retail sentiment today, the stock improved to ‘extremely bullish’ levels by late Thursday from ‘bullish’ the day before.<figure class="image"><img style="aspect-ratio:620/58;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_09_at_9_59_55_PM_png_989b7b18a2.webp" alt="Screenshot 2025-10-09 at 9.59.55 PM.png" width="620" height="58"><figcaption>APLD sentiment and message volume as of 10 p.m. ET, Oct. 9 | source: Stocktwits</figcaption></figure>The Dallas, Texas-based company said its adjusted net loss per share for the first quarter of the fiscal year 2026 was $0.03, narrower than the Fiscal.ai-compiled consensus estimate of $0.13. The loss, however, widened from the previous quarter’s $0.01 per share. Revenue climbed 84% year-over-year to $64.2 million versus the $45.46 million consensus.&nbsp;Applied Digital said it was evaluating expansion opportunities across new states and regions as demand continued to scale up. In a statement, Chairman and CEO Wes Cummins said, “With hyperscalers expected to invest approximately $350 billion into AI deployment this year, we believe we are in a prime position to serve as the modern-day picks and shovels of the intelligence era.”Once Polaris Forge 1 is fully operational, the company expects to hit an annualized net operating income (NOI) run rate of about $500 million. The company hopes that tenant signings at its second campus (Polaris Forge 2) will help it reach $1 billion in NOI within the next five years.At the end of the first quarter, the company had $114.1 million in cash, cash equivalents, and restricted cash, while debt stood at $687.3 million. After the quarter-end, the company had secured $362.5 million in equity financing.&nbsp;A Stocktwits user expects the stock to reach $40 on Friday. The stock closed Thursday’s session up 4.83% at $29.29.&nbsp;<stembedurl>https://stocktwits.com/sharky55/message/631764021</stembedurl>Another user views Applied Digital as the next Palantir, forecasting a $100 price by the end of next year.<stembedurl>https://stocktwits.com/st0nkFact0r/message/631763414</stembedurl>Applied Digital stock has gained 283% this year, outperforming the broader market and tech sector.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ford-said-to-follow-gm-in-scrapping-ev-lease-credit-plan-retail-bet-trump-bump-stock-hits-2-week-low/ch6aLytR31B">Ford Said To Follow GM In Scrapping EV Lease Credit Plan — Retail Traders Bet On ‘Trump Bump’ As Stock Hits 2-Week Low</a>

Why Applied Digital Stock Ripped 17% Higher In Today’s After-Hours

Applied Digital said it was evaluating expansion opportunities across new states and regions as demand continued to scale up.

Applied Digital Corporation (APLD) Reports Q1 Loss, Tops Revenue Estimates

Applied Digital Corporation (APLD) delivered earnings and revenue surprises of 0.00% and +49.46%, respectively, for the quarter ended August 2025. Do the numbers hold clues to what lies ahead for the stock?

Shares of artificial intelligence infrastructure company Applied Digital Corp. (APLD) shed about 0.60% in Thursday’s premarket session. The retreat occurred amid the broader market’s indecision, as the key market indices traded in record territory, and trader anxiety concerning the quarterly results, due after the market closes.According to Fiscal.ai, the Dallas, Texas-based company is expected to report a loss per share of $0.13 and revenue of $45.46 million for the first quarter of the fiscal year 2026. This compares to the year-ago loss of $0.15 and revenue of $60.7 million.<a href="https://stocktwits.com/symbol/APLD">Applied Digital stock</a> is up a whopping 266% so far this year, riding on the momentum seen in AI stocks, with much of the gains coming since the start of August. In late August, the company announced that it broke ground on Polaris Forge 2, a $3 billion, 280-megawatt (MW) AI Factory near Harwood, North Dakota. At that time, CEO Wes Cummins stated that Polaris Forge 2 represented the next stage in Applied Digital’s rapid growth and its position as a leader in delivering high-performance AI infrastructure.&nbsp;Shortly after, the company announced that it had finalized a new lease agreement with CoreWeave for an additional 150MW at its Polaris Forge 1 Campus, bringing its total anticipated contracted lease revenue to approximately $11 billion. This included the&nbsp; $7 billion in revenue from the initial two approximately 15-year leases executed in May this year.&nbsp;Applied Digital’s stock came under pressure in late September when it announced plans to sell 8.39 million shares of its common stock. Earlier this week, the company announced that it had received the initial funding from its previously disclosed perpetual preferred equity financing facility, valued at up to $5 billion, with Macquarie Asset Management.Roth Capital analysts said in a report published in late September that they see few surprises in the company’s first-quarter print, with some possible swings around the "lumpiness" of one-time technical fit-out revenue, the Fly reported. The analysts believe that the company could win another high-performance computing colocation agreement by the end of the year or into early 2026 for its 280MW Harwood site. The research firm upped its price target for the stock to $43 from $24 and maintained its ‘Buy’ rating.On Stocktwits, retail sentiment toward Applied Digital tempered to ‘neutral’ as of early Thursday from ‘bullish’ the day before, with the message volume also dropping to ‘normal’ levels.<figure class="image"><img style="aspect-ratio:623/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_09_at_5_23_42_AM_png_e70a18f715.webp" alt="Screenshot 2025-10-09 at 5.23.42 AM.png" width="623" height="53"><figcaption>APLD sentiment and message volume as of 5:20 a.m. ET, Oct. 9 | source: Stocktwits</figcaption></figure>Wall Street analysts, on average, have a price target of $25.11 for the stock, according to Koyfin, implying over 10% downside from Wednesday’s close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-tsmc-stock-is-slipping-premarket-today-despite-q3-revenue-beat/ch67kh3R30C">Why TSMC Stock Is Slipping Premarket Today Despite Q3 Revenue Beat</a>

Why Applied Digital Stock Is Slipping In Premarket Ahead Of Q1 Print

According to Fiscal.ai, the Dallas, Texas-based company is expected to report a loss per share of $0.13 and revenue of $45.46 million for the first quarter.

Applied Digital Corp. (APLD) stock gained the spotlight in Thursday’s opening session after surging to an almost four-year high ahead of its first-quarter earnings report scheduled to be released in a few days.Applied Digital’s shares surged nearly 10% in Thursday’s opening trade, rising to levels last seen in November 2021. Retail sentiment on Stocktwits around the company trended in the ‘bullish’ territory. At the time of writing, Applied Digital was&nbsp;among the top five trending stocks on Stocktwits.According to a report by TheFly, Roth Capital analyst Darren Afthai on Tuesday hiked the price target for the APLD stock to $43 from $24, while maintaining a ‘Buy’ rating. This implies an upside of over 52% from Thursday’s high. The analyst expects few surprises in Applied Digital’s upcoming first-quarter (Q1) results, which are scheduled for October 9.In the note, Aftahi stated that he expects some possible volatility in the “lumpiness” of one-time technical fit-out revenue. He added that Applied Digital could potentially bag one more HPC colocation deal by the end of 2025, or into early 2026, for its Harwood site with 280-megawatt capacity.Applied Digital is a designer, developer, and operator of next-generation digital infrastructure that caters to industries such as high-performance computing (HPC) and artificial intelligence (AI), across North America. The company operates data centers and offers a range of graphics processing unit (GPU) system setups ideal for AI workloads.Retail interest in the Applied Digital stock also surged on Stocktwits, with message volume increasing by more than 32% in the last 24 hours, as of Thursday morning, and by 1,445% in the last 30 days.According to Stocktwits data, analysts expect Applied Digital to report a loss of $0.15 per share in the first quarter (Q1) on revenue of $47.63 million. This compares to a loss of $0.03 per share in the corresponding period a year ago on revenue of $60.7 million.<a href="https://stocktwits.com/symbol/APLD">APLD stock</a> is up 251% year-to-date and 228% in the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oxy-stock-rises-warren-buffett-berkshire-hathaway-acquire-oxychem-9-7-billion/chCr9pWR3Oo">OXY Stock Rises As Warren Buffett’s Berkshire Hathaway Reaches Deal To Acquire OxyChem For $9.7 Billion</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

APLD Stock Surges To Nearly 4-Year Highs Ahead Of Q1 Results

According to a report by TheFly, Roth Capital analyst Darren Afthai on Tuesday hiked the price target on APLD stock to $43 from $24, while maintaining a ‘Buy’ rating.

This account has been verified as an official APLD representative.

Verified Account

Applied Digital

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Will Meta ($META) beat quarterly earnings? 
 
*Powered by Polymarket

Stocktwits

Meta Platforms Inc

) beat quarterly earnings? 
 
*Powered by Polymarket

APLD
Applied Digital Corporation

Feed

News

Sentiment

Earnings

Fundamentals

Info

Poll

Latest APLD News

APLDApplied Digital Corporation