TeraWulf recently signed a 20-year deal with Anthropic, prompting one analyst to predict that the stock will more than triple from current levels. Applied Digital has an easier path to building neoclo
Applied Digital faces pressure as heavy AI data center expansion, customer concentration and premium valuation cloud its near-term outlook despite strong growth.
Applied Digital receives a Buy rating, driven by robust triple-digit revenue growth and strong future demand signals. APLD is positioned as a significant beneficiary in the data center market, which m
Applied Digital has successfully pivoted from crypto mining to AI-focused data center operations, securing long-term hyperscaler contracts. APLD boasts $36 billion in contracted lease value over 15 ye
Applied Digital's AI data center expansion is backed by long-term leases, but heavy reliance on a few hyperscale customers raises long-term revenue and execution risks.
While not technically a pure-play GPU-as-a-Service or neocloud operator, Penguin Solutions NASDAQ: PENG is essentially in the same business as Nebius NASDAQ: NBIS, Iren NASDAQ: IREN, and Applied Di
Shares of TeraWulf (NASDAQ:WULF) are down 8% to $20.41 in Tuesday's midday session, reversing yesterday's rally on the Anthropic mega-deal.
APLD is ramping up AI data center expansion with billions in new financing, as much of its contracted capacity has yet to generate recurring revenues.
Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins.
DALLAS, July 01, 2026 (GLOBE NEWSWIRE) -- Applied Digital (NASDAQ: APLD), a designer, builder, and operator of high-performance, sustainably engineered data centers and colocation services for artific
Coinbase (NASDAQ:COIN | COIN Price Prediction) Head of Institutional Strategy John D'Agostino used a recent CNBC Squawk Box appearance to push back on the wave of skepticism that has followed a brutal
At $45.20, Applied Digital (NASDAQ:APLD) looks fully valued.
Applied Digital Chairman and CEO Wes Cummins delivered a message on CNBC's Squawk on the Street about the AI data center buildout.
SNPS stands out in the AI boom with recurring revenues, expanding AI-driven design tools and IP licensing, while APLD faces customer concentration risks.
BISMARCK, N.D., June 22, 2026 /PRNewswire/ -- MDU Resources Group, Inc.'s (NYSE: MDU) subsidiary, Montana-Dakota Utilities Co., has entered into an electric service agreement (ESA) with Applied Digita
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