Based on Applied Digital's 15-minute chart, a MACD Death Cross and expanding downward Bollinger Bands were observed on September 5th, 2025 at 10:15. This suggests that the stock price may continue to decline and that market trends are being driven by selling pressure.
Applied Digital has made significant strides in its strategic expansion, focusing on AI infrastructure development. The company has finalized a new lease agreement for an additional 150MW at its Polaris Forge 1 Campus in North Dakota, aimed at supporting CoreWeave's AI and high-performance computing efforts [1]. This expansion brings the total critical IT capacity at the campus to 400MW, reinforcing Applied Digital’s commitment to advancing AI infrastructure.
The Polaris Forge 1 Campus is designed to scale up to 1 gigawatt and will use renewable power and the cool North Dakota climate to prioritize sustainability. The new facility is expected to be fully operational by 2027, contributing to the region's growing role in the digital economy. The company has also secured $5 billion in funding from Macquarie Asset Management to support this expansion, which will enable the construction of rapid 1.18 PUE data centers, slashing 30-year operational costs by $2.7 billion per 100MW facility [2].
Additionally, Applied Digital's partnership with CoreWeave, a leading AI hyperscaler, exemplifies its ability to secure long-term demand. The 15-year lease agreement with CoreWeave generates $11 billion in contracted revenue, ensuring recurring, high-margin cash flows [3]. The North Dakota location further amplifies this advantage, with abundant low-cost energy and over 200 days of free cooling annually, reducing operational costs significantly compared to industry averages.
On the financial front, Bharat Dynamics, a company in the Nifty Midcap 150 index, experienced selling pressure, with shares declining by 2% to Rs 1,435.40 in Thursday's session. The company reported a net profit of Rs 549 Crore for the year-ending March 2025, down from Rs 612 Crore in the previous year. The stock's decline is influenced by very bearish sentiment as of today, according to Moneycontrol analysis [4].
In the AI chip market, ASML Holding ended the day at €636.60 down 2.7%, while NVIDIA finished trading at $174.18 down 3.3%. These declines suggest that the market is experiencing selling pressure, driven by various factors including regulatory risks and competitive pressures.
References:
[1] https://finance.yahoo.com/news/ai-chips-today-applied-digital-113724703.html
[2] https://www.tradingview.com/news/moneycontrol:6ef4391b7094b:0-bharat-dynamics-shares-fall-2-amid-selling-pressure/
[3] https://www.ainvest.com/news/applied-digital-strategic-expansion-ai-infrastructure-unlocking-long-term-revenue-scalability-ai-driven-economy-2508/
[4] https://www.ainvest.com/news/applied-digital-strategic-expansion-ai-infrastructure-unlocking-long-term-revenue-scalability-ai-driven-economy-2508/
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