Why did APLD stock move today?

APLD stock reacted to an earnings beat and the announcement of a 15‑year, 200MW hyperscaler lease worth about $5 billion. Management also highlighted progress on a $2.35 billion notes deal to fund buildouts. These updates improved visibility on growth and cash flows, which supported investor sentiment.

What is the 200MW hyperscaler lease and why does it matter?

It is a 15‑year agreement with an investment‑grade hyperscaler for 200MW of capacity, with about $5 billion in total contract value. The deal extends revenue visibility, supports financing, and validates Applied Digital’s AI data‑center strategy. It also contributes to the company’s approximately 600MW of contracted capacity.

How is Applied Digital funding new data centers?

Management cited major progress on a $2.35 billion notes deal intended to fund construction, power, and equipment across North Dakota campuses. Long‑term customer leases and staged ramps provide cash‑flow support. Additional tools like credit facilities or sale‑leasebacks could supplement liquidity if project timing or scope expands.

What price levels should traders watch on APLD stock?

Key reference points include the 50‑day average near $27.95, Bollinger middle around $27.04, and upper band near $33.36. Keltner upper sits around $32.02. A break above the low‑$33s could attract momentum, while holding the 50‑day supports the uptrend. Volatility is high, so risk controls matter.

Global Market Insights

APLD Stock Today: Earnings Beat, $5B Hyperscaler Lease — January 8

ByDanny Kontos January 8, 2026January 8, 2026

APLD stock got a lift after Applied Digital (APLD) reported results on January 7 and topped revenue and EPS expectations. Management also announced a 15-year, 200MW hyperscaler lease with about $5 billion in total contract value, plus progress on a $2.35 billion notes deal. With 600MW contracted capacity and North Dakota buildouts tied to CoreWeave and an investment‑grade customer, momentum in AI data centers is clear. Below, we explain the quarter, funding plans, key price levels, and risks US investors should watch.