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As of May 9, 1:10 AM ET ·
APLD News30 articles
Applied Digital Shares Dip After $7.5B AI Data Center Lease Deal
Applied Digital shares retreated 2.04% to $33.55 Friday, giving back some gains from a $7.5 billion AI data center lease deal announced April 23.
Markets
Applied Digital Secures $7.5B AI Lease, Faces Execution Hurdle
Applied Digital Corp. (APLD) signed a $7.5B, 15-year lease for 300 MW with an unnamed hyperscaler, pushing total contracted lease revenue above $23B. Shares jumped over 12%.
Technology
Applied Digital Shares Surge on $7.5B AI Data Center Lease Deal
Applied Digital shares rose 12% after a $7.5B, 15-year lease with a U.S. hyperscaler for 300 MW at its Delta Forge 1 data center in Louisiana, lifting total contracted lease revenue above $23 billion.
Technology
IREN's AI Pivot Draws Investor Scrutiny Amid Funding and Revenue Pressures
IREN shares gained 1.8% as investors weigh its strategic pivot to AI cloud infrastructure against a recent quarterly net loss of $155.4 million and a new $6 billion share sale authorization.
Technology
Applied Digital's Q3 Report to Test AI Data Center Strategy Amid Heavy Debt
Applied Digital's fiscal third-quarter results, due after Wednesday's close, will gauge whether lease revenue can offset a significant new debt load tied to its AI data center expansion. Options imply a 16.5% stock move.
Earnings
IREN's $6B Equity Plan Fuels AI Ambitions Amid Market Skepticism
IREN's stock fell 1.3% amid a broader tech selloff, as the company seeks to raise up to $6 billion through share sales to finance its pivot to AI cloud services, despite reporting a $155.4 million quarterly loss.
Technology
Babcock & Wilcox Secures $2.4B AI Data Center Power Deal, Shares Surge
Babcock & Wilcox Enterprises has been authorized to begin work on a major $2.4 billion contract to provide natural gas-fired power systems for Applied Digital's AI data center campuses, sending its shares up nearly 31%.
Markets
Applied Digital Ties Executive Equity to Hyperscaler Lease Milestones, Shares Volatile
Applied Digital shares experienced significant intraday volatility after an SEC filing revealed performance-based stock awards for top executives tied to securing long-term hyperscaler leases and data center capacity targets.
Technology
Applied Digital Ties Executive Compensation to Hyperscaler Leasing Targets, Shares Rally
Applied Digital shares surged 9.4% after the company linked executive stock awards to ambitious data-center leasing and profit milestones. An analyst raised the price target to $56 citing potential new hyperscaler contracts.
Technology
Applied Digital Shares Surge Nearly 10% Amid AI Data Center Rally
Applied Digital stock climbed 9.6% to $38.32 in volatile trading, reflecting renewed investor appetite for AI infrastructure plays. The company has become a key proxy for computing capacity investments.
Technology
Applied Digital Soars 25% on AI Infrastructure Revival, Eyes Key Economic Data
Applied Digital shares surged 25.5% to $34.95 Friday amid heavy trading volume, fueled by renewed investor interest in AI infrastructure stocks. The company's recent hyperscale lease signings and upcoming economic indicators are in focus.
Technology
Applied Digital Soars 25% on AI Infrastructure Revival
Applied Digital shares surged 25.5% to $34.95 Friday amid heavy trading volume, driven by renewed investor interest in AI-linked infrastructure stocks. The company recently reported $126.6M in quarterly revenue and secured major data center leases.
Technology
Applied Digital Surges 25% Amid AI Infrastructure Rebound
Applied Digital shares soared 25% Friday following a 250% revenue jump and new data center leases, as AI-related stocks recover.
Technology
Applied Materials Secures 140 Acres in Karnataka for AI Chip R&D Hub
Karnataka approved 140 acres for Applied Materials near Bengaluru airport for AI chip R&D. The land is valued at ₹780 crore, with final clearances pending.
Technology
New US Export Curbs Target Applied Materials, Chip Tool Shipments to China's Hua Hong
The US Commerce Department ordered Applied Materials, Lam Research, and KLA to halt some chip-tool shipments to China's Hua Hong, targeting advanced chip production facilities. AMAT shares fell 5.8%.
Regulation
Applied Materials Tumbles 5.5% on Renewed China Export Fears
Applied Materials shares dropped 5.5% after a Reuters report that the U.S. Commerce Department ordered chip equipment makers to stop some shipments to China's Hua Hong.
Technology
Applied Materials and Micron Forge AI Memory Alliance at $5B EPIC Center
Applied Materials and Micron Technology announced a strategic collaboration to advance memory solutions for artificial intelligence systems. The partnership will leverage Applied's upcoming $5 billion EPIC research center.
Technology
Applied Optoelectronics Gains on Insider Sale Plan, Sets $250M ATM Offering
Applied Optoelectronics shares advanced 2.9% to $98.07 after a director disclosed plans to sell up to 102,347 shares. The company also established a $250 million at-the-market stock offering program.
Technology
Applied Materials Recovers as Chipmakers Demand Timely Tool Deliveries
Applied Materials shares recovered 1.9% Wednesday, partially offsetting a 5.6% decline from the prior session. A company executive noted chipmakers are pressing for on-schedule equipment deliveries amid strong demand.
Technology
Applied Optoelectronics Stock Slides on CFO's Capacity Warning
Applied Optoelectronics shares declined 6.4% after CFO Stefan Murry highlighted capacity constraints and potential indium phosphide bottlenecks. The company expects 800G transceiver shipments to increase in Q2.
Technology
Applied Materials Shares Dip Slightly in Extended Trading
Applied Materials stock declined marginally in after-hours trading Monday, with investors focused on upcoming executive appearances and key industry dynamics.
Technology
Applied Materials Shares Dip Slightly in Extended Trading as Investors Await Key Updates
Applied Materials shares declined 0.1% to $372.18 in after-hours trading Monday. Investors are looking ahead to management presentations scheduled for March 10 for insights on chip equipment spending trends.
Technology
Applied Optoelectronics Extends Pre-Market Rally on Strong Outlook
Applied Optoelectronics stock climbed over 15% before Monday's opening bell, building on Friday's sharp gains. The company reported record quarterly revenue and issued an optimistic forecast for the current quarter.
Earnings
Applied Optoelectronics Extends Rally on Strong Outlook, Capacity Plans
Shares of Applied Optoelectronics climbed over 15% in premarket trading Monday, extending a sharp rally from Friday. The move follows the company's record quarterly revenue and an aggressive growth forecast tied to data-center demand.
Earnings
Applied Optoelectronics Extends Pre-Market Surge on Strong Outlook
Applied Optoelectronics stock advanced sharply before Monday's opening bell, extending a powerful rally from the prior session. The move follows the company's record quarterly revenue and an aggressive growth forecast tied to data center expansion.
Earnings
Applied Optoelectronics Soars on Strong Forecast and Strategic Moves
Applied Optoelectronics shares skyrocketed over 56% following a robust quarterly report and an optimistic revenue forecast for the current quarter, coupled with announcements of a capital raise and facility expansion.
Earnings
Applied Optoelectronics Soars on Record Revenue, Bullish Data Center Outlook
Applied Optoelectronics shares skyrocketed 56.9% following a record quarterly performance and an upgraded revenue forecast, fueled by surging demand for high-speed data center optics.
Earnings
Applied Materials Retreats from Highs Amid Insider Sale and Sector Pressure
Applied Materials shares fell 0.91% to $372.30 Friday, retreating from a recent peak near $396. The drop followed an insider sale and a sector-wide decline driven by inflation data and Nvidia's earnings aftermath.
Technology
Applied Materials Retreats from Record High Amid AI Sector Pullback
Applied Materials shares dropped 5.45% to $373.43 on Thursday, retreating from a 52-week high. The decline followed broader weakness in semiconductor and artificial intelligence stocks.
Technology
Applied Materials Posts Modest Gain Despite Legal Charge; Nvidia Results Loom
Applied Materials shares advanced about 1% Friday, closing near $373, after disclosing a $253 million legal settlement charge in its quarterly filing. Revenue for the period declined 2% to $7.012 billion, with China representing 30% of sales.
Technology