Applied Digital Has $36 Billion in Contracted Revenue. Is the Stock a Buy?
Applied Digital (NASDAQ: APLD) has secured roughly $36 billion of contracted AI data center revenue, but most of the capacity still needs to be built. The opportunity is enormous if signed leases become profitable operating assets, making construction progress, financing costs, customer concentration, and cash generation the numbers investors need to watch.
Stock prices used were the market prices of Sept. 26, 2026. The video was published on Oct. 7, 2026.
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Rick Orford has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
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