Better Data Center Stock: Applied Digital vs. Riot Platforms

Applied Digital has already signed deals with two hyperscalers to fill its data centers. Riot Platforms is a Bitcoin miner that just made the pivot to data centers.

The Motley Fool • Feb 21, 2026

2 Monster Stocks to Hold for the Next 5 Years

Applied Digital can help you profit off the growing demand for AI data centers. Reddit's authentic human discussions sets it apart amid the spread of AI-generated content.

The Motley Fool • Feb 21, 2026

Neocloud Contagion: CoreWeave Financing Woes Drag Down Nebius, Applied Digital

The sell-off was ignited by a Business Insider report suggesting a major financing friction point for CoreWeave's ambitious infrastructure expansion.

Benzinga • Feb 20, 2026

AI Spending Is Poised to Hit $700 Billion in 2026. 2 Top Stocks to Buy to Capitalize on This Massive Number.

Applied Materials guidance suggests its growth will accelerate amid healthy spending on AI infrastructure. Applied Digital provides critical data center infrastructure, which explains why its revenue is growing exponentially.

The Motley Fool • Feb 20, 2026

NVIDIA Bailed — Should You Buy The Dip In APLD Stock?

Applied Digital (NASDAQ: APLD) is a digital infrastructure enterprise that designs, constructs, and operates AI-first data centers and high-performance computing (HPC) facilities. APLD shares fell more than 8% in after-hours trading on February 17, 2026, following reports that NVIDIA had reduced its stake in the firm.

Forbes • Feb 18, 2026

APLD vs. VRT: Which Data Center Infrastructure Stock is a Better Buy?

Applied Digital's multi-megawatt AI lease pipeline squares off against Vertiv's end-to-end power and cooling stack in a high-stakes data center race.

Zacks Investment Research • Feb 18, 2026

Applied Digital, Recursion Pharmaceuticals Stocks Drop. Blame Nvidia.

Nvidia disclosed in a filing on Tuesday that it no longer held shares in Applied Digital, drug-discovery company Recursion Pharmaceuticals and autonomous-driving company WeRide.

Barrons • Feb 18, 2026

The 2 Big Tailwinds Behind Applied Digital's New Buildout

Applied Digital (APLD) is transitioning from speculative data-center operator to a hyperscale AI infrastructure landlord, underpinned by $16 billion in contracted lease revenue. APLD's power-cost advantage, modular campus model, and lessons from Polaris Forge drive scalable, repeatable AI factory deployments with strong long-term cash flow visibility. Despite GAAP losses, APLD's revenue surged 250% YoY to $126.6M, with stable lease income replacing volatile crypto hosting, improving earnings quality and predictability.

Seeking Alpha • Feb 17, 2026

APLD's Energy Strategy is Evolving: Can it Drive Further Upside?

Applied Digital ramps up on-site power and advanced cooling to ease AI bottlenecks, aiming to speed campus energisation and boost compute density.

Zacks Investment Research • Feb 13, 2026

These 3 stocks are quietly soaring as Microsoft, Google slump on AI spending

Amazon, Microsoft, and Google-parent Alphabet have spent weeks convincing investors that their AI buildout will pay off, but the market's patience is thinning as 2026 capital-spending plans climb.

Invezz • Feb 13, 2026