Applied Digital Corporation
Corporation
11
MENTIONS
9
EPISODES
9
PODCASTS
Search complete. 11 mentions across 9 episodes found for "Applied Digital Corporation".
Sep 11, 2026
Rory FlashmanHOST
Yeah.
Andy DavisPANELIST
And I think doing things differently as well, you know, like we had JSA in the, or it's RedWes on and the docu-series that Applied Digital have released, um, If you haven't seen it, go and check it out because it's a warts and all.
Andy DavisPANELIST
This is what happens in the industry.
Andy DavisPANELIST
This is how we build data centers.
BlakeAUDIENCE
Thanks for having me on.
BlakeAUDIENCE
Uh, my question for you today is about the outlook on Applied Digital.
BlakeAUDIENCE
I know you don't love the stock right now, and I know they've got a lot of debt-
Jim CramerHOST
I don't
Christina PartsinevelosCORRESPONDENT
The power and data center trade just ran just as hot.
Christina PartsinevelosCORRESPONDENT
And I say that because IREN up, closing almost 5% higher after clearing a key ERCOT queue in Texas, pulling Applied Digital up with it.
Christina PartsinevelosCORRESPONDENT
Corning popped about 8% on a multibillion-dollar fiber deal with Verizon.
Christina PartsinevelosCORRESPONDENT
Nebius rose after Palantir named it its preferred sovereign AI partner.
Lisa BudeauHOST
at the West Fargo Fire Department.
Lisa BudeauHOST
Speakers include a representative from Applied Digital, which is building a data center in Harwood.
Lisa BudeauHOST
The panel also includes representatives from Cass County Electric and Minn Kota Power Co-op and an NDSU computer science professor who researches the pros and cons of data centers.
Lisa BudeauHOST
The stories behind some of Fargo's historic buildings are about to come to life.
Brian JanousGUEST
And the highest concentration of data centers and their property tax has gone down every year for the last decade.
Brian JanousGUEST
There was a good story about, I think, Ellensdale, North Dakota, which is where Applied Digital, I think it's North Dakota, where they have a facility.
Brian JanousGUEST
So I've definitely seen a lot more stories that have been sort of like, well, hold on, slow down on this.
Brian JanousGUEST
Data centers are absolutely terrible, period.
Charlie SpearsHOST
Saluna, down.
Charlie SpearsHOST
Hive, Mara, Annie, Riot, CleanSpark, Core, Cypher, Wolf, Applied Digital, etc., Um, but we've, they've caught, you know, it's, they've kind of like, uh, been struggling since what we call the Leopold liquidation in late July.
Charlie SpearsHOST
Uh, as they will sing
Colin HarperHOST
songs of it one day, Charlie, they'll sing.
Erika AhernHOST
So this is like a tiny North Dakota town.
Erika AhernHOST
And they had this company come in, Applied Digital.
Erika AhernHOST
And they built massive data center campus right outside of the town.
Erika AhernHOST
So in 2023, Applied Digital only gave Dickey County, which is where Ellendale sits, about $30,000 in property taxes.
Erika AhernHOST
But after advocates went through issues and renegotiating, that rose to $283,000 in 2024.
Erika AhernHOST
And it's projected this year they're going to pay $2.1 million to this tiny little town in taxes.
Bridget BennettHOST
I think that would be that sector.
Bridget BennettHOST
Applied Digital was in there too.
Bridget BennettHOST
These are names we talk about often.
Bridget BennettHOST
If you're just joining us for the first time, it might sound like I'm flippantly talking about these, but we talk about these ones a lot.
15 MINS LATER
Bridget BennettHOST
A couple other names, again, all in the same little sector.
Bridget BennettHOST
Just scroll through as quick as we can in the next couple of minutes.
Bridget BennettHOST
Applied Digital is down 46% in the last three months.
Bridget BennettHOST
I'm just pulling up their earnings really quick to see.