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Applied Digital shares rip 40% higher on CoreWeave AI lease agreement

1. Applied Digital's shares rose over 40% following lease agreements with CoreWeave. 2. CoreWeave's stock increased by more than 7% after the announcement. 3. APLD expects $7 billion in revenue from leases over 15 years. 4. The data center in North Dakota will feature 400 MW capacity. 5. CEO claims the deal is a strategic step into advanced compute infrastructure.

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FAQ

Why Very Bullish?

The significant rise in stock price indicates strong market confidence in APLD's growth prospects, akin to past successful AI ventures that resulted in stock surges.

How important is it?

The lease agreements are a transformative development for APLD, significantly impacting its revenue trajectory and market position within AI infrastructure.

Why Long Term?

The expected $7 billion revenue over 15 years indicates a solid long-term revenue outlook and potential for sustained growth.

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