Applied Digital Corporation Common Stock

Applied Digital is capitalizing on the AI data center boom with explosive revenue growth and billion-dollar contracts. The company is scaling massive AI infrastructure with long-term contracts and a planned spin-out that could unlock significant upside, though execution risks remain.

Applied Digital (APLD) shares declined 1.36% on Tuesday as crypto-linked stocks fell alongside Bitcoin's 3.7% drop below $90,000. The selloff was triggered by President Trump's proposal for new tariffs on eight European countries starting Feb. 1, which sparked a broader risk-off market sentiment. Despite the near-term pullback, APLD maintains bul...

As AI infrastructure spending accelerates, memory and power supply bottlenecks are creating investment opportunities. Micron Technology benefits from surging demand for high-bandwidth memory (HBM), DRAM, and NAND flash memory used in AI servers, with all HBM capacity sold out for the year. Applied Digital is positioned to capitalize on the need f...

The article recommends two AI stocks for 2026: Applied Digital (APLD), which designs and operates AI data centers with 250% YoY revenue growth and a $11 billion lease pipeline, and SoundHound AI (SOUN), a voice AI solutions provider with nearly doubled revenue and a $1.2 billion bookings backlog. Both companies are positioned to benefit from stro...

The article presents 10 AI stocks recommended for 2026 investment. The selections span AI hardware manufacturers (Nvidia, AMD, Broadcom), chip foundries (TSMC), cloud computing platforms (Amazon Web Services), and AI-focused data center operators (Nebius, Applied Digital). The author emphasizes that AI infrastructure buildout will continue drivin...