Growth is a hallmark of all great companies, but the laws of gravity eventually take hold.
Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.
Shares of digital infrastructure provider Applied Digital (NASDAQ:APLD) jumped 4.8% in the afternoon session after investor optimism grew on the back of its strong growth pipeline, a substantial order backlog, and increasing demand for its artificial intelligence (AI) infrastructure.
As of January 16, 2026, the financial markets are witnessing a profound "regime shift" that has caught many institutional investors by surprise. After more than a decade of large-cap technology dominance, the first few weeks of the new year have solidified a trend that began in late 2025: the decisive
This artificial intelligence (AI) infrastructure company released a stellar earnings report for its most recent quarter, and its stock is skyrocketing.
Applied Digital's fourth quarter was marked by strong revenue growth and a positive market reaction, with results exceeding Wall Street expectations. Management credited the rapid energization of the Polaris Forge 1 data center, which began generating lease revenues ahead of schedule, as a key driver. CEO Wes Cummins highlighted the completion of the first of three contracted buildings for CoreWeave and the signing of a major lease with a U.S.-based hyperscaler as instrumental milestones. The company also benefited from robust demand for high-performance computing infrastructure, particularly for artificial intelligence and cloud workloads. Management emphasized that modular, efficient construction and access to low-cost energy in the Dakotas provided a competitive advantage.
