Applied Digital Corporation vs iShares Semiconductor ETF — how do they compare? Applied Digital Corporation trades at $28.83 (market cap $8.90B), while iShares Semiconductor ETF trades at $552.75. The key difference: iShares Semiconductor ETF is trading nearer its 52-week high, Applied Digital Corporation nearer its low. Which is the better fit depends on your goals.
| APLD | SOXX | |
|---|---|---|
Market Cap | $8.90B | — |
Sector | Technology | Sector/Thematic |
52-Week High | $49.65 | $655.01 |
52-Week Low | $9.18 | $236.93 |
Enterprise Value | $10.00B | — |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $31.15, down 3.53% today, amid bearish technical signals despite unanimous analyst buy ratings. The company shows strong revenue growth with $144M in 2025 and $319M projected for 2026, but remains unprofitable with negative margins. Recent news highlights APLD's pivot to AI data centers with $36B in contracted lease value, though execution risks and customer concentration persist.
Outlook: High growth potential from AI infrastructure expansion contrasts with profitability challenges and heavy capital spending. Risks include customer concentration and debt load, but analyst consensus targets $76.67 suggest significant upside if execution improves.
SOXX trades at $581.13, down 0.1% with neutral technical signals. The semiconductor ETF has surged 93.3% YTD through July 6, 2026, driven by AI demand, but faces recent volatility with an 11% drop over the past week. Moving averages remain bullish while oscillators signal neutrality. Key support sits at $576 with resistance at $591.
Outlook remains mixed with strong AI-driven growth potential offset by near-term volatility. Michael Burry's short position and hedge fund selling create headwinds, while JPMorgan recommends buying the dip. The sector faces rotation risk as investors may pivot to hyperscalers according to Morgan Stanley analysis.
Trailing returns across standard periods
Latest headlines on both assets
Applied Digital provides high-performance computing (HPC) infrastructure and cloud services. It designs and operates data centers tailored for AI, machine learning, and other intensive digital workloads across North America.
Read more on APLD →SOXX provides investors with exposure to U.S. companies that design, manufacture, and distribute semiconductors. It tracks the ICE Semiconductor Index, offering a targeted investment in the technology sector's foundational components, including firms that produce chips, related equipment, and services. SOXX is a key vehicle for investors seeking to capitalize on trends in artificial intelligence, 5G, and other technologies that rely heavily on advanced semiconductor technology.
Read more on SOXX →