Applied Digital Shares Surge as New U.S. Hyperscaler Signs $7.5B, 15-Year Lease
Applied Digital stock jumps on a $7.5B AI data center deal, boosting total contracts to $23B and securing long-term growth.
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Applied Digital Revenue More Than Doubles to $126.6M in Q3 as AI Demand Explodes
Applied Digital revenue more than doubled on AI demand, beat expectations, and is rapidly expanding data centers despite reported losses.
Wolfpack Short Report Crushes BW: Shady $2.4B Deal With RILY Insider Corp
Wolfpack Research released a critical short report questioning Babcock & Wilcox's $2.4 billion deal with Base Electron, a new RILY-backed company. APLD contradicts BW's claims and already has grid power agreements, casting major doubt on the project.
BW Lands Massive $2.4 Billion AI Data Center Power Contract – Shares Surge
Babcock & Wilcox secures full $2.4B contract to build 1.2GW natural gas power capacity for Applied Digital's AI data centers.
AI Credit Fears Strike Back: Crushing Data Centers and Speculative Trades
Data center and AI-related stocks like CoreWeave plunged sharply as rising credit risks and heavy spending fears spark a sell-off in speculative tech trades. Investors are pushing back against big capital expenses.
Nvidia Dumps Stakes: Applied Digital, WeRide & Recursion Stocks Slide in After-Hours
Nvidia's latest 13F filing reveals it sold positions in Applied Digital, WeRide, and Recursion Pharmaceuticals in Q4 2025, causing after-hours dips.