
Applied Digital Corporation is upgraded to Hold as operating metrics and contract diversification improve, but execution risks remain high. Contracted lease revenue surged to $36B, with CoreWeave's sh

This week marked the end of September and the third quarter.

UBS has initiated coverage on five AI data center colocation stocks with Buy ratings, citing constrained compute supply and favorable power access positioning the group for rapid growth as AI adoption

I reiterate Applied Digital Corporation with a Strong Buy and a revised of $70. APLD now boasts 1,410MW of contracted IT load across five campuses, equating to $36 billion in initial 15-year lease rev

Applied Digital Corporation (APLD) Q4 2026 Earnings Call Transcript

Applied Digital NASDAQ: APLD reported fiscal fourth-quarter revenue of $258.7 million for the period ended May 31, 2026, as the company expanded its contracted AI data center capacity and secured fina

Applied Digital Corp. (NASDAQ:APLD) is set to report fiscal fourth-quarter results after Monday's close. The AI data center builder enters the print with roughly $36 billion in contracted lease revenu