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Applied Digital Has $36 Billion Today. $86 Billion Could Be Next.

Applied Digital (NASDAQ: APLD) already has about $36 billion in contracted lease revenue, but renewal options could potentially push that figure to $86 billion. The bigger story is why major customers keep returning and whether execution, power access, and its AI Factory model ar

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10 Friday AM Reads

My end-of-week morning train WFH reads: • Why Does Everything Feel Like a Scam?: Hanna Horvath on the corrosive effect of price opacity.

Samsung Electronics plans record shareholder return of up to $79.6 bil.

Samsung Electronics expects to return up to 110 trillion won ($79.6 billion) to shareholders this year, marking the largest shareholder payout ever by a domestic company. The chipmaker announced Friday that its board approved a shareholder-return plan totaling an estimated 90 trillion won to 110 trillion won for 2026, including about 30…

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