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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta's stock is trending due to concerns around increased spending and a one-time tax charge impacting earnings, sparking debate within the community about the company's future profitability. While some investors see this as a buying opportunity due to strong revenue growth and long-term AI investments, others worry about margin compression and the impact of increased capital expenditures. The conversation is focused on whether the recent drop is an overreaction or a sign of deeper issues within the tech giant.

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 amid earnings anticipation, with community members closely watching for guidance on AI spending and Azure growth; some are concerned about high valuations and potential dips, while others remain bullish, citing stellar earnings and the potential for a stock split; institutions appear to be defining $541.55 as a critical price level.

ARB IOT Group Ltd. is a holding company that engages in the provision of solutions for the integration of IoT systems and devices. It operates through the Internet of Things and Investment Holding and Others segments. The company was founded on March 1, 2022 and is headquartered in Singapore.

ARB IOT Group Ltd

ARBB is trending with significant momentum, fueled by speculation of a potential short squeeze due to its low float. Community members are actively discussing its potential to mirror the moves of other low floaters like CMBM, with some anticipating a substantial gap up. Bullish sentiment is high, with some traders suggesting possible price targets, while others urge caution due to bot activity and potential pump and dump schemes.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle is trending due to concerns over same-store sales and demand after its recent earnings report, sparking community debate about the effectiveness of its marketing and pricing strategies. Some investors believe the selloff is an overreaction, highlighting the company's strong revenue and balance sheet, while others express concerns about declining customer traffic and competition. Discussions also include potential strategies like AI implementation and the impact of broader economic factors on consumer spending.

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 is trending due to a significant Q3 earnings miss and slashed guidance, sparking concerns about prior management's optimistic projections and a potential investigation for fraud. The community is debating whether the selloff is an overreaction and if a strong rebound is likely, with some eyeing a bounce while others express concern about the company's debt and leadership changes. Discussions also involve the possibility of a short squeeze and speculation about institutional investors stepping in.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is trending downwards as concerns mount regarding its exposure to subprime auto loans, highlighted by recent bankruptcies of lenders in the sector. The community is actively discussing the company's debt levels, insider selling, and potential accounting irregularities, questioning its high valuation amidst a challenging auto market. Some traders anticipate a continued decline, while others foresee a potential dead cat bounce due to earnings being released soon.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is trending as traders discuss its potential for a short squeeze amidst high short interest and upcoming earnings. Community members are also weighing the impact of potential rate cuts and recent partnerships. Some believe that a strong earnings report could drive the stock significantly higher, while others remain cautious due to broader concerns about the fintech sector.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet's stock is trending as investors anticipate a strong earnings report driven by AI and cloud growth; some are noting the company's resilience despite concerns around AI cannibalizing search revenues. Community discussions highlight Google's potential to reach a $4 trillion market cap, with many expressing bullish sentiment. The stock's recent performance and analyst upgrades are also fueling the conversation.

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

NVDA is trending amid discussions about its valuation, growth potential, and relationship to the broader AI sector. Community members are weighing the impact of increased capital expenditure in the tech sector and potential shifts in US-China trade relations, especially regarding chip exports. Some traders are debating whether NVDA is overvalued and due for a correction, while others remain bullish due to strong demand for AI chips.

This is a legacy token commemorating the pseudonym Satoshi Nakamoto.

Satoshi Nakamoto

Satoshi Nakamoto ($SATOSHI) is trending as the community rallies around the narrative of "We are all Satoshi," viewing the token as the ultimate representation of crypto culture and a second chance to get in early on something monumental like Bitcoin. Many believe $SATOSHI embodies the spirit of the entire crypto space, with upcoming spaces on X generating excitement. The token is seen as a cultural phenomenon with limitless potential.

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WULF Expands HPC Footprint With Fluidstack Pact: What's Ahead?

TeraWulf's new JV with Fluidstack boosts its HPC reach to 510 MW, improving long-term revenue visibility and prospects.


Applied Digital vs. IREN: Which AI Data Center Stock Has an Edge?

APLD's AI-optimized data centers, powered by its CoreWeave deal, give it an edge over IREN Limited's bitcoin-exposed growth story.


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?

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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

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Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '25	-$0.11	--	--	N/A
Q1 '25	-$0.13	-$0.03	76.72%	BEAT
Q4 '24	-$0.15	-$0.03	80.43%	BEAT
Q3 '24	-$0.10	-$0.08	22.58%	BEAT
Q2 '24	-$0.14	-$0.06	57.14%	BEAT

APLD
Applied Digital Corporation

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