Stock Track | Applied Digital Soars 13.63% Intraday on Stellar Q2 Earnings, AI Data Center Demand, and Cloud Business Spin-Off

Stock Track01-08

Applied Digital Corporation (NASDAQ: APLD) surged 13.63% during Thursday's intraday trading session, fueled by a blockbuster fiscal second-quarter earnings report and bullish growth prospects in AI infrastructure.

The company reported revenue of $126.6 million, a 250% year-over-year jump, far exceeding analyst estimates of $88 million. Key drivers included strong demand for its AI-focused data center services and a $5 billion hyperscaler lease agreement for its Polaris Forge 2 campus. Adjusted net income turned positive at $100,000, a dramatic improvement from last year's loss.

Investors also cheered strategic moves like the planned spin-off of its GPU Cloud business into ChronoScale, expected to close in early 2026, and advanced talks with another investment-grade hyperscaler for 900 MW of capacity. Analysts at Needham and Lake Street reiterated Buy ratings with price targets up to $45, citing Applied Digital's "first-mover advantage" in energy-efficient data centers and a $1 billion+ net operating income target over five years.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1186478949?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-01-08 22:36","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1186478949","market":"nz","top_or_hot":-1,"title":"Stock Track | Applied Digital Soars 13.63% Intraday on Stellar Q2 Earnings, AI Data Center Demand, and Cloud Business Spin-Off","media":"Stock Track","content":"<p>Applied Digital Corporation (NASDAQ: APLD) surged 13.63% during Thursday's intraday trading session, fueled by a blockbuster fiscal second-quarter earnings report and bullish growth prospects in AI infrastructure.</p><p>The company reported revenue of $126.6 million, a 250% year-over-year jump, far exceeding analyst estimates of $88 million. Key drivers included strong demand for its AI-focused data center services and a $5 billion hyperscaler lease agreement for its Polaris Forge 2 campus. Adjusted net income turned positive at $100,000, a dramatic improvement from last year's loss.</p><p>Investors also cheered strategic moves like the planned spin-off of its GPU Cloud business into ChronoScale, expected to close in early 2026, and advanced talks with another investment-grade hyperscaler for 900 MW of capacity. Analysts at Needham and Lake Street reiterated Buy ratings with price targets up to $45, citing Applied Digital's \"first-mover advantage\" in energy-efficient data centers and a $1 billion+ net operating income target over five years.</p>","source":"ai_movement_en","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | Applied Digital Soars 13.63% Intraday on Stellar Q2 Earnings, AI Data Center Demand, and Cloud Business Spin-Off</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | Applied Digital Soars 13.63% Intraday on Stellar Q2 Earnings, AI Data Center Demand, and Cloud Business Spin-Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-01-08 22:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Applied Digital Corporation (NASDAQ: APLD) surged 13.63% during Thursday's intraday trading session, fueled by a blockbuster fiscal second-quarter earnings report and bullish growth prospects in AI infrastructure.</p><p>The company reported revenue of $126.6 million, a 250% year-over-year jump, far exceeding analyst estimates of $88 million. Key drivers included strong demand for its AI-focused data center services and a $5 billion hyperscaler lease agreement for its Polaris Forge 2 campus. Adjusted net income turned positive at $100,000, a dramatic improvement from last year's loss.</p><p>Investors also cheered strategic moves like the planned spin-off of its GPU Cloud business into ChronoScale, expected to close in early 2026, and advanced talks with another investment-grade hyperscaler for 900 MW of capacity. Analysts at Needham and Lake Street reiterated Buy ratings with price targets up to $45, citing Applied Digital's \"first-mover advantage\" in energy-efficient data centers and a $1 billion+ net operating income target over five years.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"APLD","symbol_name":"APPLIED DIGITAL CORP","start_time":0,"source_url":"","article_id":"1186478949","we_media_id":"1086803395","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1186478949","pubTimestamp":1767883018,"columns":[],"sourceInfo":{"source_id":"ai_movement_en","name":"Stock Track"},"weMediaInfo":{"media_name":"Stock Track","introduction":"Track stock‘s movements and relevant news","home_visible":1,"id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"summary":"Applied Digital Corporation (NASDAQ: APLD) surged 13.63% during Thursday's intraday trading session, fueled by a blockbuster fiscal second-quarter earnings report and bullish growth prospects in AI...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"APLD":"APPLIED DIGITAL CORP"},"translate_title":"个股追踪|Applied Digital盘中大涨13.63%Q2盈利亮眼、AI数据中心需求、云业务分拆","themeId":"7471db78919cc98ed74c80308958251a","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"APLD":1},"content_text":"Applied Digital Corporation (NASDAQ: APLD) surged 13.63% during Thursday's intraday trading session, fueled by a blockbuster fiscal second-quarter earnings report and bullish growth prospects in AI infrastructure.The company reported revenue of $126.6 million, a 250% year-over-year jump, far exceeding analyst estimates of $88 million. Key drivers included strong demand for its AI-focused data center services and a $5 billion hyperscaler lease agreement for its Polaris Forge 2 campus. Adjusted net income turned positive at $100,000, a dramatic improvement from last year's loss.Investors also cheered strategic moves like the planned spin-off of its GPU Cloud business into ChronoScale, expected to close in early 2026, and advanced talks with another investment-grade hyperscaler for 900 MW of capacity. Analysts at Needham and Lake Street reiterated Buy ratings with price targets up to $45, citing Applied Digital's \"first-mover advantage\" in energy-efficient data centers and a $1 billion+ net operating income target over five years.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"movement","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1186478949","isCrawlerRequest":true}