Oktober 27, 2026

AI infrastructure stocks

Applied Digital Stock 2026: $36B Leases, Rent Timing & Valuation

Applied Digital’s FY2026 numbers finally put real revenue behind the AI data-center story. But fit-out revenue, base rent, NOI, debt and live capacity tell very different stories.

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Nebius Stock 2026: AI Cloud Growth, $5.75B Debt & Valuation

Nebius stock has become one of the market’s hottest AI infrastructure trades. Revenue is exploding and capacity is sold out, but $5.75 billion of new convertible debt changes the risk..

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