Applied Digital Corp.
TeraWulf (WULF) shares rose 40.82% in 2026 after a 20-year Anthropic lease for about 401 MW at its Justified Data campus, expected to generate about $19 billion in contracted revenue, with capacity online in 2H 2027 and ramp by early 2028. Needham raised its WULF price target to $33. Peers: CORZ AMD deal up to 2.5 GW, IREN $2.8B contracts.
CoreWeave reported record Q2 results, with revenue up 112% to $2.58B and adjusted loss per share of $1.03, beating estimates. It raised 2026 guidance to $12.4B-$13.2B revenue and $35B-$39B capex. Nebius (NBIS) rose about 7% ahead of its Q2 earnings, with analyst forecasts for $574.6M revenue and a $0.70 adjusted loss per share.
Applied Digital (APLD) shares rose 5.4% intraday and closed at $31.16, up 4.4%, after the company reported results that beat expectations and showed annual revenue growth of more than 400% driven by its high-performance computing hosting business. The move also followed strong AI infrastructure peer earnings from CoreWeave, Nebius, and Super Micro Computer, signaling demand.
Over the past 7 days, alphai's AI scored 16 news stories mentioning APLD (Applied Digital Corp.). Coverage has skewed bullish: 11 bullish, 5 neutral, and 0 bearish.
Recent APLD coverage spans market movers, earnings and sector analysis.
In the last 30 days, APLD insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($2.3M). The most active reporter was Nottenburg Richard N with 1 filing.
APLD is presented as a peer beneficiary of the same AI infrastructure theme, but the article does not add a new APLD-specific contract or financial datapoint beyond general buildout.
APLD is included only as a sentiment read-through beneficiary, not as a company with new disclosed news here.
Earnings beat plus very large revenue growth is driving a near-term momentum move, with sentiment tied to broader AI infrastructure demand.
Peer earnings strength can re-rate AI hosting names via sentiment and demand read-through.
APLD is included as a beneficiary of the sector’s risk-on tape rather than a standalone catalyst in the article.
alphai scores every news story that mentions APLD with an AI model for sentiment and relevance, and aggregates insider trades from Applied Digital Corp.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
TeraWulf (WULF) shares rose 40.82% in 2026 after a 20-year Anthropic lease for about 401 MW at its Justified Data campus, expected to generate about $19 billion in contracted revenue, with capacity online in 2H 2027 and ramp by early 2028. Needham raised its WULF price target to $33. Peers: CORZ AMD deal up to 2.5 GW, IREN $2.8B contracts.
7 min readCoreWeave reported record Q2 results, with revenue up 112% to $2.58B and adjusted loss per share of $1.03, beating estimates. It raised 2026 guidance to $12.4B-$13.2B revenue and $35B-$39B capex. Nebius (NBIS) rose about 7% ahead of its Q2 earnings, with analyst forecasts for $574.6M revenue and a $0.70 adjusted loss per share.
6 min readApplied Digital (APLD) shares rose 5.4% intraday and closed at $31.16, up 4.4%, after the company reported results that beat expectations and showed annual revenue growth of more than 400% driven by its high-performance computing hosting business. The move also followed strong AI infrastructure peer earnings from CoreWeave, Nebius, and Super Micro Computer, signaling demand.
4 min readAI infrastructure stocks rose Wednesday after strong earnings from Supermicro (SMCI) and AI cloud providers CoreWeave (CRWV) and Nebius (NBIS). Supermicro’s Q4 beat and forecast lifted shares over 6%. Nebius revenue topped expectations, while CoreWeave’s results showed accelerating demand and a surging backlog. Lumentum (LITE) revenue more than doubled to $1.01B, lifting peers and memory/storage ETFs.
4 min readGIFT Nifty August 2026 futures indicate a mildly positive open for India’s Nifty. On 12 Aug 2026, FPIs sold Rs 1,002.5 crore and DIIs bought Rs 5,841.66 crore. Asian stocks rose after US CPI matched expectations. Oil stayed near $80. Mentions include CoreWeave, IREN, Applied Digital, Nebius, Super Micro, Nvidia and Micron; Tata Group weighed on sentiment.
5 min readOn Aug 12, the S&P 500 rose 0.26% to 7,748.50 and the Nasdaq gained 0.54% to 26,588.49, supported by CoreWeave’s upbeat results and AI optimism. CoreWeave jumped 19% after raising its annual capital spending forecast and beating Q2 earnings. Data center and AI server firms also rallied, while July inflation data reinforced expectations of steady Fed rates in September, according to Reuters.
4 min readU.S. stocks rose as CoreWeave reported better-than-expected Q2 results and raised its annual capital spending forecast, lifting AI infrastructure shares. The S&P 500 gained 0.26% to 7,748.50 and the Nasdaq rose 0.54% to 26,588.49. July CPI showed minimal increase, supporting expectations the Fed will hold rates in September. CoreWeave +19%, IREN +10%, Applied Digital +4.9%, Nvidia +3%, Micron +4.9%.
4 min readSimply Wall St says Applied Digital (APLD) confirmed long-term, take-or-pay CoreWeave leases for Polaris Forge 1, anchoring part of its contracted revenue. The article cites 15-year CoreWeave leases totaling $7.0 billion and links the update to broader AI infrastructure demand, while noting risks from Applied Digital’s high debt and need for financing.
5 min readAI infrastructure stocks rose on back-to-back earnings. CoreWeave (NASDAQ:CRWV) gained 19.44% and reported Q2 revenue of $2.575B (+112.3% YoY), adjusted EBITDA $1.51B (59% margin) and ~$104B backlog. Nebius (NASDAQ:NBIS) rose 30.5% with $582.3M revenue (+454%) and ~$3.0B annualized run rate. Article also cites IREN and Applied Digital and a new neocloud ETF by Roundhill.
7 min readApplied Digital (NASDAQ: APLD) shares rose 4.4% to $31.16 after the company reported earnings that beat expectations and drove annual revenue up more than 400%, attributed to its high-performance computing hosting business. The move followed strong results from AI infrastructure peers CoreWeave, Nebius, and Super Micro Computer, suggesting demand for AI hardware exceeded supply.
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