$APLD (+11,93 %) Do any of you have any information on the exorbitant jump in the share price today? I am pleased, but would like to know why it happened.
Applied Digital
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5Applied Digital Q2 Earnings Highlights:
🔹 Adj EPS: -$0.06 (Est. -$0.05) 😑
🔹 Revenue: $63.9M (Est. $63.4M) 🟢; UP +51% YoY
🔹 Adj Net Loss: $12.6M
🔹 Adj EBITDA: $21.4M (Est. $20.9M) 🟢; UP +93% YoY
Operational Updates:
🔹 Cloud Services Revenue: $27.7M; UP +523% YoY
🔹 Data Center Hosting Revenue: $36.2M
Key Developments:
🔸 Secured a $5B perpetual preferred equity financing facility with Macquarie Asset Management for its HPC business.
🔸 Energized the main substation transformer at the Ellendale, ND HPC data center.
🔸 Won the DCD Community Impact Award for the Ellendale Community Development Initiative.
CEO Wes Cummins Commentary:
🔸 "We are well-positioned to meet the growing demand for power and data centers, fueled by the rapid expansion of hyperscale data centers and AI workloads. Our strategic investments and partnerships validate our approach and enhance shareholder value."
Shareholder Returns and Investments:
🔹 Completed a $450M offering of 2.75% Convertible Senior Notes, with net proceeds allocated to share repurchases and general corporate purposes.
🔹 Raised $150M in senior secured debt financing through APLD ELN-02 Holdings LLC.
Macquarie is set to invest up to 5B in AI data centers by Applied Digita
Macquarie is set to invest up to $5B in AI data centers by Applied Digital $APLD (+11,93 %)
starting with $900M for a North Dakota campus.
The deal includes a 15% stake in Applied’s high-performance computing business and a right of first refusal for an additional $4.1B over 30 months.
Applied Digital, originally focused on crypto mining, has pivoted to AI, riding the sector’s surge with its stock up over 40% in the past year. This funding will repay debt and help finance power-hungry data centers supporting AI's rapid growth.
Earnings times today (+6h for CEST) ⏰
Real-time results & analysis: https://t.me/Aktien_Stammtisch

Good times to invest have actually always been when nobody was interested in earnings...
The market overview for 🇺🇸 & 🇪🇺:
US MARKET🇺🇸
Monday
- PACS Group ($PACS) and UL Solutions ($ULS) have potential IPOs.
- Neel KashkariPresident of the Minneapolis Fed, delivers remarks.
Tuesday
- Release of the NFIB Small Business Optimism Index (March).
- Quarterly reports from WD-40 ($WDFC (+1,89 %) ) and Tilray Brands ($TLRY (+5,88 %) ).
Wednesday
- Publication of the consumer price index (March).
- Publication of the wholesale stocks (March).
- Publication of the minutes of the March meeting of the Federal Open Market Committee (FOMC).
- Publication of the monthly federal budget of the USA (March).
- Speeches by Austan GoolsbeePresident of the Chicago Fed.
- Quarterly reports from Delta Air Lines ($DAL (+5,05 %) ) and Applied Digital ($APLD (+11,93 %) ).
Thursday
- Publication of the initial applications for unemployment benefits (April 5).
- Publication of the producer price index (March).
- Speeches by John C. Williams, President of the New York Fed, and Raphael BosticPresident of the Atlanta Fed.
- Quarterly reports from Constellation Brands ($STZ (+0,8 %) ), Fastenal ($FAST (+2,38 %) ) and CarMax ($KMX (+0,8 %) ).
Friday
- Publication of the preliminary Michigan Consumer Sentiment Index (April).
- Speeches by Raphael Bostic, President of the Atlanta Fed, and Mary C. DalyPresident of the San Francisco Fed.
- Quarterly reports from JPMorgan Chase ($JPM (+1,68 %) ), Wells Fargo ($WFC (+2,18 %) ), BlackRock ($BLK ), Citigroup ($C (+2,34 %) ), State Street ($STT (+2,69 %) ) and Progressive ($PGR (-0,04 %) ).
EUROPEAN MARKET🇪🇺
Monday
- Publication of Industrial Production Index🇪🇺
Tuesday
- ZEW Economic Sentiment🇩🇪 will be published
- Quarterly reports from Ericsson ($ERIC A (+0,66 %) )🇸🇪, Beiersdorf AG ($BEI (+0,97 %) )🇩🇪, Sika ($SIKA (+0,95 %) )🇨🇭, Rio Tinto PLC ($RIO (-0,1 %) )🇬🇧
Wednesday
- Release of CPI data🇪🇺
- Quarterly reports from Hays ($HAS (+0,6 %) )🇬🇧, Petershill Partners ($PHLL (-0,39 %) )🇬🇧, Just Eat Takeaway ($TKWY (+0,08 %) )🇬🇧, Entain ($ENT (+0,38 %) )🇬🇧, La Francaise ($FDJ (-0,09 %) )🇫🇷, Legal & General ($LGEN (-0,33 %) ), Tryg ($TRYG (+0,8 %) )🇩🇰, BHP Group Ltd ($BHP (-0,03 %) )🇬🇧, ASML Holding ($ASML (+1,26 %) )🇳🇱Volvo B ($VOLV B (-0,31 %) )🇸🇪, Severstal ($CHMF )🇷🇺
thursday
- Publication of Construction Output🇪🇺
- Quarterly reports from Danone ($BN (+0,04 %) )🇫🇷, Nokia Oyj ($NOKIA (+0,97 %) )🇫🇮, Tele2 AB ($TEL2 B (+0,84 %) )🇸🇪

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