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$APLD

12 articles found
3 positive
5 negative
4 neutral
The Motley FoolThe Motley Fool··Manali Pradhan, Cfa

CoreWeave's Explosive Growth Outpaces Applied Digital in AI Infrastructure Race

CoreWeave's 168% revenue growth and $66.8B backlog position it ahead of competitor Applied Digital in the surging AI data center market.
NVDACRWVAPLDcapital expenditurecloud infrastructure
The Motley FoolThe Motley Fool··Leo Sun

Nvidia's $177M Applied Digital Exit: Portfolio Shift or Warning Sign?

Nvidia sold its entire $177M stake in Applied Digital in Q4 2025. Despite the exit, the AI infrastructure company's $16B contracted revenue and sector growth remain intact, though customer concentration risk persists.
NVDACRWVEQIXAPLDDLR+3data centerscloud computing
BenzingaBenzinga··Erica Kollmann

Lucid Emerges as Wall Street's Most-Shorted Stock Amid EV Sector Turbulence

Lucid Group tops the most-shorted stocks list as of March 11, 2026, highlighting investor skepticism toward struggling EV manufacturers amid broader market volatility.
MPTSOUNSOUNWIBRXHIMS+6market volatilityshort squeeze
The Motley FoolThe Motley Fool··Keithen Drury

Nvidia Dumps $177M Applied Digital Stake—But Fundamentals Tell Different Story

Nvidia sold its entire 7.7M share stake in Applied Digital during Q4 2025. Despite exit concerns, Applied Digital's 250% revenue growth and AI data center demand suggest underlying strength.
NVDAAPLDdata centersAI infrastructure
The Motley FoolThe Motley Fool··Chris Neiger

Applied Digital Stock Plunges 19% as Nvidia Exits, Valuation Concerns Mount

Applied Digital stock fell 19.5% in February as Nvidia exited its 7.7M share stake, amid investor skepticism over the unprofitable AI firm's expensive 26x P/S valuation and $2.6B debt.
NVDACRWVAPLDstock valuationAI stocks
The Motley FoolThe Motley Fool··Lyle Daly

Bitcoin Miner Pivots to AI Data Centers With $128M Deal—But High Risk Remains

Bitfarms secures $128M to pivot from Bitcoin mining to AI data centers, leveraging 2.1 gigawatts of capacity. Analysts warn of high risk due to operating losses and intense competition.
AMZNEQIXAPLDBITFdata centersAI infrastructure
The Motley FoolThe Motley Fool··Sean Williams

Nvidia Exits Arm, Applied Digital Stakes as Intel Investment Doubles in Two Months

Nvidia exits Arm and Applied Digital stakes, citing valuation concerns, while its $5B Intel investment doubles in two months, generating $5B unrealized gain.
NVDAAPLDINTCARMsemiconductor stocksstock valuation
Investing.comInvesting.com··Zacks Investment Research

Data Center Infrastructure Leaders Diverge on Growth Strategy and Valuation

Two data center leaders diverge: Applied Digital pursues long-term AI infrastructure growth, while Vertiv offers near-term earnings stability with $15B backlog in expanding $9.99B sector.
VRTAPLDcapital expenditurethermal management
The Motley FoolThe Motley Fool··Harsh Chauhan

CoreWeave Navigates Volatility With Strong Structural Tailwinds in AI Infrastructure

CoreWeave's stock is volatile but backed by strong fundamentals: $56B revenue backlog, four-fold projected growth through 2027, and massive industry demand for AI infrastructure.
NVDAMETACRWVAPLDhyperscalersdata centers
The Motley FoolThe Motley Fool··Bram Berkowitz

Nvidia Exits Applied Digital, Arm Stakes; Deploys $5B Into Intel AI Chips

Nvidia exits Applied Digital and Arm stakes, redeploying $5 billion into Intel's AI chip development. The move signals shifting investment priorities within the competitive semiconductor industry.
NVDAAPLDINTCARMNvidia investment portfolioApplied Digital divestment
BenzingaBenzinga··Erica Kollmann

AI Infrastructure Stocks Slide as Funding Challenges Ripple Across Sector

AI infrastructure stocks plummeted as Blue Owl Capital faced financing challenges for a Pennsylvania data center, exposing sector vulnerability to funding disruptions.
CRWVOWLAPLDNBISAI infrastructureliquidity concerns
The Motley FoolThe Motley Fool··Manali Pradhan, Cfa

Two Infrastructure Players Position for AI Data Center Expansion

Applied Digital and Astera Labs are positioned to benefit from explosive AI data center growth, with $16B in contracts and 92% revenue growth respectively driving infrastructure expansion.
APLDALABAI data centersdata center infrastructure