APLD catalysts
Catalysts and events linked to APLD, newest first.
APLD stock catalysts and risks
Latest published review: 2026-10-20
| Development | Transmission channel | Evidence | Condition to watch |
|---|---|---|---|
| CoreWeave bond yield and leverage keep neocloud credit under pressure 2026-10-18 · Watch | valuation discount risk in leveraged AI infrastructure names | The source discusses neocloud sector survival and balance-sheet quality. | Not recorded |
| Applied Digital Energizes 150 MW IT Load at Polaris Forge 1 Facility 2026-10-04 · Up | energized IT capacity expansion and tenant billing ramp | Applied Digital achieved ready-for-service status on 150 MW IT load, lifting operational capacity to 250 MW. | Not recorded |
| Applied Digital Energizes 150MW Critical IT Load at Polaris Forge 1 2026-10-04 · Up | contracted revenue ramp from 150MW newly energized data center capacity | Applied Digital announced Polaris Forge 1 reached ready-for-service status for 150MW phase 2, reaching 250MW total. | Not recorded |
| Applied Digital Brings 150 MW Online at North Dakota Polaris Forge Facility 2026-10-04 · Up | contracted revenue ramp from 150 MW incremental operational IT load | Polaris Forge 1 Phase 2 achieved ready-for-service status, bringing operational capacity to 250 MW. | Not recorded |
| Small Modular Nuclear Backlogs Expand as Applied Digital Activates 150MW Critical Load 2026-10-04 · Up | energization of IT load expanding contracted hosting capacity | Polaris Forge 1 facility brought 150 MW online to reach 250 MW total operational capacity. | Not recorded |
| Applied Digital completes 150 MW IT load in North Dakota, bringing site to 250 MW 2026-10-04 · Up | energized megawatt capacity expanding recurring lease revenue | Applied Digital operationalizes 150 MW critical IT load at Polaris Forge 1. | Not recorded |
| Applied Digital Energizes 150MW at North Dakota Data Center, Bringing Load to 250MW 2026-10-04 · Up | revenue capacity expansion via ready-for-service critical IT power milestones | Source confirms 150MW added load and 5% stock appreciation. | Not recorded |
| Applied Digital Completes 150MW Critical IT Load at North Dakota Data Center Facility 2026-10-04 · Up | operational capacity expansion increasing recurring data center hosting revenue | APLD shares up 5% as Polaris Forge 1 reaches 250MW operational capacity. | Not recorded |
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DateCardAvg 5d
- 2026-10-18CoreWeave bond yield and leverage keep neocloud credit under pressureAPLD CRWV IREN NBIS
- 2026-10-04Data Center Load Expands as Applied Digital Reaches 250MW Critical IT CapacityAPLD COPX
- 2026-10-04Small Modular Nuclear Backlogs Expand as Applied Digital Activates 150MW Critical LoadAPLD CCJ
- 2026-10-04Applied Digital Energizes 150MW Critical IT Load at Polaris Forge 1APLD
- 2026-10-04Applied Digital Energizes 150MW at North Dakota Data Center, Bringing Load to 250MWAPLD
- 2026-10-04Data Center Load Expands as Applied Digital Reaches 250MW Critical IT CapacityAPLD COPX
- 2026-10-04Small Modular Nuclear Backlogs Expand as Applied Digital Activates 150MW Critical LoadAPLD CCJ
- 2026-10-04Applied Digital Completes 150MW Critical IT Load at North Dakota Data Center FacilityAPLD NVDA-2.00%
- 2026-10-04Applied Digital Brings 150 MW Online at North Dakota Polaris Forge FacilityAPLD
- 2026-10-04Applied Digital completes 150 MW IT load in North Dakota, bringing site to 250 MWAPLD
- 2026-10-04Applied Digital Energizes 150 MW IT Load at Polaris Forge 1 FacilityAPLD
- 2026-10-04Applied Digital Energizes 150 MW IT Load at Polaris Forge 1 FacilityAPLD
- 2026-10-04Applied Digital Energizes 150MW Critical IT Load at Polaris Forge 1APLD
- 2026-10-04Applied Digital Completes 150MW Critical IT Load at Polaris Forge FacilityAPLD
- 2026-10-04Data Center Load Expands as Applied Digital Reaches 250MW Critical IT CapacityAPLD COPX
- 2026-10-04Applied Digital Brings 150 MW Online at North Dakota Polaris Forge FacilityAPLD
- 2026-10-04Applied Digital Energizes 150MW at North Dakota Data Center, Bringing Load to 250MWAPLD
- 2026-10-04Applied Digital Completes 150MW Critical IT Load at North Dakota Data Center FacilityAPLD NVDA-2.00%
- 2026-10-04Applied Digital Brings 150 MW Online at North Dakota Polaris Forge FacilityAPLD UNG+5.16%
- 2026-10-04Applied Digital completes 150 MW IT load in North Dakota, bringing site to 250 MWAPLD
- 2026-10-04Small Modular Nuclear Backlogs Expand as Applied Digital Activates 150MW Critical LoadAPLD CCJ OKLO
- 2026-10-03Applied Digital Brings 150MW Online at North Dakota Polaris Forge FacilityAPLD
- 2026-10-03Applied Digital Brings 150 MW Phase 2 Online at Polaris Forge 1 FacilityAPLD
- 2026-10-03Applied Digital Energizes 150MW Critical IT Load at Polaris Forge 1 FacilityAPLD NVDA-2.00%
- 2026-10-03Applied Digital Brings 150 MW Phase 2 Online at Polaris Forge 1 FacilityAPLD
- 2026-10-03Applied Digital Brings 150MW Online at North Dakota Polaris Forge FacilityAPLD
- 2026-10-03Applied Digital Energizes 150MW Critical IT Load at Polaris Forge 1 FacilityAPLD NVDA-2.00%
- 2026-09-25IREN secures $9.7B Microsoft AI contract while Applied Digital expands marginsAPLD IREN MSFT-10.44%
- 2026-09-25IREN Operates Under $9.7B Cloud Computing Infrastructure Agreement with MicrosoftAPLD IREN MSFT-10.44%
- 2026-09-25IREN Secures $9.7B Microsoft Deal for High-Performance AI Data Center HostingAPLD IREN MSFT-10.44%
- 2026-05-21Applied Digital Soars on $7.5B, 15-Year AI Data Center Deal with HyperscalerAPLD DLR-2.20%
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