Stock Market Today, Oct. 20: IREN Slides on Funding Worries and Rate Fears

IREN stock fell 4% on October 20, 2026, as premarket funding worries and interest rate concerns pressured the AI cloud and data center operator. While peers like Applied Digital and Core Scientific showed steadier demand, IREN's $7.6 billion debt load and dependence on financing remain key concerns. The company's legacy Bitcoin mining business continues to generate most of its revenue, which could provide some insulation from AI cloud sector headwinds.

10/20/2026, 5:40 PM • The Motley Fool

Is Applied Digital Stock Stock an Undervalued AI Stock to Buy Right Now?

Applied Digital (APLD) faces investor concerns about its large cash needs despite holding $36 billion in contracted revenue. The article examines whether the AI infrastructure stock represents an undervalued buying opportunity or if durability concerns around AI spending warrant caution.

10/19/2026, 9:14 PM • The Motley Fool

Stock Market Today, Oct. 19: IREN Rallies on AI Infrastructure Sentiment Rebound

IREN stock rallied 2.74% on October 19, 2026, following a Goldman Sachs upgrade of CoreWeave that lifted sentiment across AI infrastructure stocks. The sector had been battered after a Gartner report predicted 80% of neocloud providers would fail by 2030, but Goldman's upgrade suggested investors were overestimating financial risks and underestimating AI boom returns. IREN shares remain down 27% year-to-date despite the recovery.

10/19/2026, 5:45 PM • The Motley Fool

Neocloud Stock Collapse: Buying Opportunity or Run for the Hills?

Gartner predicted that 80% of neocloud companies will cease to exist by 2030, citing insufficient AI revenue to support current infrastructure spending levels. The research firm projects $8.5 trillion in revenue would be needed for adequate returns, but only expects $3.6 trillion by 2030. Neocloud stocks plummeted on the report, with the sector facing high debt burdens and rapidly depreciating GPU assets, making it a risky investment space.

10/17/2026, 7:30 AM • The Motley Fool

Applied Digital Has $36 Billion in Contracted Revenue. Is the Stock a Buy?

Applied Digital has secured $36 billion in contracted AI data center revenue, but most capacity still needs to be built. The key question for investors is whether the company can convert these signed leases into profitable operating assets while managing construction progress, financing costs, and customer concentration risks.

10/08/2026, 10:33 AM • The Motley Fool

Applied Digital Secures Up to 1 GW of Potential Power Capacity in Finland, Marking First International Development in the Nordics

Applied Digital announced an agreement to access up to 1 gigawatt of power capacity in Finland for its first international AI data center development outside the United States. Initial power availability is expected in 2028. The company emphasizes this is a measured first step while maintaining focus on its U.S. portfolio expansion.

10/06/2026, 6:00 AM • GlobeNewswire

Why Applied Digital Stock Popped by 5% Today

Applied Digital's stock rose 5% after announcing that its Polaris Forge 1 data center in North Dakota reached ready-for-service status for the second phase of building 2, completing 150 megawatts of critical IT load. The facility is now operationally at 250 megawatts with plans to reach 400 megawatts when fully completed, demonstrating the company's progress in converting large-scale power into AI infrastructure.

10/02/2026, 6:21 PM • The Motley Fool

Applied Digital vs. IREN: Which Technology Stock Is a Better Buy in 2026?

The article compares two AI infrastructure companies: Applied Digital (APLD) and IREN (IREN). Applied Digital shows stronger margins (22.38% vs 9.84%) and lower P/S ratio (13.1x vs 23.0x) but faces customer concentration risk with CoreWeave. IREN has secured major contracts with Microsoft ($9.7B) and Nvidia ($3.4B) and is pivoting from crypto mining to AI cloud services, though it reported a massive net loss of $702.6M. The author recommends IREN for patient investors due to its stronger contracted revenue base and blue-chip customer relationships, despite both companies currently losing money.

09/24/2026, 2:02 PM • The Motley Fool

Applied Digital vs. IREN: Evaluating the Better Artificial Intelligence Stock to Buy for 2026

The article compares two AI infrastructure companies: Applied Digital (APLD), which designs next-generation data centers for AI workloads, and IREN (IREN), which is transitioning from crypto mining to AI cloud services. While Applied Digital has lower valuation multiples, IREN offers lower leverage (1.9x vs 2.9x debt-to-equity), vertical integration, and renewable energy advantages. The author recommends IREN despite both companies facing significant capital requirements and operational risks.

09/04/2026, 9:09 PM • The Motley Fool

United States Data Center Colocation Market Outlook & Forecast 2026-2031 | Renewable Energy Gains Ground Across U.S. Colocation Facilities

The U.S. data center colocation market is projected to grow from $43.71 billion in 2025 to $85.18 billion by 2031 at an 11.76% CAGR, driven by AI adoption, cloud computing, hyperscale expansion, and renewable energy initiatives. The Southeastern U.S. leads investment with over $15 billion in 2025, followed by the Southwest. Major operators are deploying liquid-cooling technologies and high-density infrastructure to support GPU-intensive AI workloads.

09/01/2026, 6:58 AM • GlobeNewswire

This $30 Stock Could Be Primed for a Breakout

Applied Digital (APLD), an AI data center company trading near $30, shows impressive 407% revenue growth but remains unprofitable. While the company benefits from surging AI demand with projected 127% revenue growth in FY 2028, its lack of profitability and high valuation of 13x sales present significant risks. The stock's performance is heavily tied to AI market sentiment, making it volatile and potentially riskier than other AI investments.

08/25/2026, 9:30 PM • The Motley Fool

Applied Digital vs. TeraWulf: Which AI Data Center Stock Is the Better Buy?

Applied Digital and TeraWulf are competing AI data center stocks benefiting from the AI boom. Applied Digital has more contracted power capacity (1.4 gigawatts vs. 839 megawatts), a larger pipeline (3 gigawatts vs. 2.1 gigawatts), higher revenue, and lower losses. Despite these advantages, both companies have similar market caps (~$7.8-7.9 billion), making Applied Digital the better value pick for investors.

08/23/2026, 9:20 AM • The Motley Fool

Applied Digital Has $36 Billion Today. $86 Billion Could Be Next.

Applied Digital currently has approximately $36 billion in contracted lease revenue, with renewal options potentially pushing that figure to $86 billion. The article examines whether the company's AI Factory model, power access, and customer retention create a sustainable competitive advantage.

08/21/2026, 6:11 AM • The Motley Fool

Stock Market Today, Aug. 18: CoreWeave Falls as Debt-Financing Concerns and Capital Spending Pressures Rise With Interest Rates

CoreWeave stock fell 12.10% to $93.17 as investors rotated away from high-risk growth stocks amid rising treasury yields and concerns over the company's heavy debt-financing costs. With $9.4 billion in Q2 capital spending and nearly $30 billion in long-term debt, higher interest rates are pressuring AI infrastructure providers. Peers Nebius Group and Applied Digital also declined significantly.

08/18/2026, 5:04 PM • The Motley Fool

Applied Digital Has $36 Billion Contracted. Is the Stock Mispriced?

Applied Digital has secured $36 billion in contracted AI infrastructure revenue and controls significant power capacity. As data centers come online, the company could experience dramatic growth, but faces critical challenges including substantial financing needs and demanding construction schedules that will test investor confidence.

08/08/2026, 11:30 AM • The Motley Fool