Applied Digital announced that it has expanded its AI data center footprint with a $5.2B lease at Delta Forge 2 campus.
Stocktwits
Can Applied Digital's Power Strategy Accelerate its Next Growth Leg?
APLD's power strategy centers on securing utility-connected capacity and expanding grid resources to support rising AI infrastructure demand.
Zacks
Applied Digital's Stunning Rally Leaves Investors With a Brutal Question
Applied Digital (NASDAQ: APLD) has become a high-stakes AI infrastructure story after a massive stock rally and a fast-growing hyperscaler backlog. The bullish case is built around contracted demand, scarce data center capacity, and long-term AI compute growth. But with valuation...
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IREN Stock Rises 60% in 3 Months: Time to Hold or Book Profits?
IREN Limited surges 60% in three months, but falling Bitcoin mining revenues, rising impairment charges and fierce AI data center competition cloud the outlook.