Applied Digital Corp. (NASDAQ:APLD) reports fiscal first-quarter results after the bell Wednesday, and two of three AI chatbots expect the print to lift the stock by Friday.
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Each chatbot got the same prompt: Name one U.S.-listed stock for the week, with a catalyst, thesis, key data, risk and trade plan. OpenAI’s ChatGPT and xAI’s Grok both named the AI data-center operator their top pick for the week of Oct. 5.
Anthropic‘s Claude, however, went another way. It picked Delta Air Lines Inc. (NYSE:DAL) ahead of the carrier’s Friday report and ranked Applied Digital second.
ChatGPT Bets On Capacity
ChatGPT was the most confident of the three, rating its call 8 out of 10. Capacity drove its thesis. According to ChatGPT, Applied Digital just brought another 75 megawatts online, lifting its Polaris Forge 1 campus to 250 MW in operation against 400 MW under contract.
The chatbot also cited bullish initiations from UBS, Wells Fargo and Jones Trading, plus a short float near 22%. Its plan calls for buying between $25 and $25.75, with a $29.50 target and a $23.40 stop.
Grok Leans On Momentum
Grok rated its pick seven out of 10 and pointed to last quarter’s blowout. Applied Digital posted fiscal fourth-quarter revenue of $258.7 million in July, up 407% and far above the $94.8 million analysts expected.
“We see demand for high-power-density, purpose-built AI data centers remaining extremely robust,” CEO Wes Cummins said at the time.
Grok’s trade plan runs wider. It calls for entry between $25 and $26, a weekly target of $30 to $32 and a $22 stop.
The APLD Setup
Applied Digital closed Friday at $25.38, up 5.05% on the day. Shares are up about 3.5% this year but trade roughly 50% below their 52-week high of $50.73. The company has a market value of about $7.3 billion.
Long-term leases anchor the bull case. CoreWeave Inc. (NASDAQ:CRWV) is a key tenant, and Applied Digital signed a $7.5 billion lease with an unnamed U.S. hyperscaler at its Delta Forge 1 site in April.
Both chatbots flagged the same risk: a miss or soft guidance could hit a volatile stock carrying heavy short interest.
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Claude Picks Delta
Claude was the most cautious, rating its call 6 out of 10. Delta kicks off airline earnings season before the open Friday.
Claude’s thesis rests on four straight earnings beats and a lower bar after TD Cowen trimmed its price target to $101 from $105.
Fuel is the overhang. Delta expected this year’s fuel bill to run about $4 billion higher than in 2025, though its Trainer refinery in Pennsylvania leaves the airline “a bit more insulated than peers,” CNBC said.
The stock is up about 21% this year and DAL stock closed Friday at $84.09, roughly 12% below its 52-week high. Claude’s plan: buy between $83 and $85, target $91 and stop at $79.
The Runners-Up
The backup lists overlapped. ChatGPT named Levi Strauss & Co. (NYSE:LEVI), which reports Wednesday after the close, and Constellation Brands Inc. (NYSE:STZ), which reports Tuesday after the bell. Claude also tapped the Corona brewer.
Grok went with Delta and PepsiCo Inc. (NASDAQ:PEP), which reports Thursday before the open.
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