Applied Digital Corporation - Common Stock (APLD)

Roth Capital says billions in hyperscaler deals keep the AI data center story intact.

Investors are looking ahead to a slew of economic data on Wednesday, including housing starts, building permits, durable-goods orders, and industrial production.

According to a 13F filing on its website from Tuesday, Nvidia had sold its $177 million position in Applied Digital as of Dec. 31, 2025.

A number of stocks fell in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off. The anxiety stemmed from the rapid adoption of new 'agentic AI' tools, which some investors believed could dismantle traditional Software-as-a-Service (SaaS) business models. This 'AI Panic' led to indiscriminate selling across the sector. The market move reflected growing concerns about the downside of the AI boom for established software companies.

These two companies are positioned to benefit as artificial intelligence adoption continues to expand globally.

Hyperspending is going to benefit companies that service hyperscalers.

There's an important footnote to add to this company's seemingly slow-moving per-share earnings growth.

Applied Digital's stock has been on a tear so far in 2026.

Applied Digital stock has been flying. Is now the time to buy?

Applied Digital is riding the AI data center boom, but only flawless execution can unlock its next massive move. Here's what investors need to know now.

Applied Digital stock has delivered a 373% return for investors over the past 12 months.

The data center company's stock has rocketed by nearly 800% since last April.

Can investors expect this AI infrastructure play to deliver further upside after stunning gains over the past year?

A number of stocks jumped in the afternoon session after the major indices rebounded from a week of heavy selling. 

There are three main issues I see.

Applied Digital, a provider of AI and HPC infrastructure, reported a notable insider sale amid a year of strong share price gains.

In the wake of its impressive gains, this data center builder and operator trades at a premium.

The data center company has signed blockbuster leases that will deliver billions of dollars in revenue.

The company's focus on AI-ready data centers helped it grow fiscal second-quarter revenue by 250%.

Both companies are seeing spectacular sales growth due to AI-driven demand for computing capacity.

Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges. However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.

The company is a major, major utility company, signing deals with big investors in AI.

The stocks for both companies skyrocketed in the past year.