Shares of Applied Digital and TeraWulf climbed 5% as the oversold AI capacity sector bounced back, driven by sentiment rather than new company developments. Applied Digital's stock recovered from a recent slide despite no announcements, reflecting market pricing based on its long-term contracted lease backlog rather than spot rate changes. The broader digital infrastructure sector also saw gains, with the Global X Data Center & Digital Infrastructure ETF up 2%, indicating a rotation into this space amid a positive market environment. Investors should note this move is sentiment-driven and monitor if the sector's strength continues beyond a single session.
Following the bounce in oversold AI capacity stocks, Applied Digital and TeraWulf show gains on Pluang as of Sep 17, 2026 21:31 WIB. Applied Digital trades at USD 25.19, up 3.28% for the day, while TeraWulf is priced at USD 16.07 with a 4.42% increase. The broader digital infrastructure theme also sees a rise, with the Global X Data Center & Digital Infrastructure ETF up 1.81% at USD 27.77, reflecting ongoing interest in this sector.
Applied Digital's stock dropped 4% to $23.72, pushing its 2026 performance into negative territory with a 3% year-to-date loss. This decline reflects a broader sell-off in smaller AI data center hosting companies like Core Scientific and Cipher Minin...
TeraWulf's stock fell 5%, extending a month-long decline in AI infrastructure and hosting stocks, even as the broader market remained stable. The drop reflects a sector-wide repricing as investors question the pace of AI data center buildouts, with k...
Jim Cramer endorsed Akamai for its strong growth in cloud infrastructure and security, highlighting its $2.8 billion multi-year commitments and accelerating revenue. He rejected Builders FirstSource due to weak recent financials and preference for re...
