September 5, 2026

AI infrastructure stocks

Applied Digital Stock After FY2026: Revenue Exploded 407% — but the $44 Million Base-Rent Number Matters More

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 After the Debt Shock: Is NBIS Building an AI Cloud Empire — or Financing One Too Aggressively?

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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