APLD is trading 11.9% up today at $44.20 after announcing it has surpassed 1 gigawatt of AI data center deals, including a second major hyperscaler lease in under a month.
- The milestone has extended a sharp multi-day rally from the mid-$30s, signaling robust investor demand for the company's AI infrastructure expansion.
- The stock's performance reflects a significant decoupling from broader macro trends and flat-to-down crypto prices, which typically influence the sector.