Picks for 2026-07-15

1. APLDApplied Digital Corporation

   APLD is facing pressure due to concerns over its aggressive AI data center expansion, which is leading to significant capital spending and continued net losses despite strong revenue growth. The company recently delivered the second building at its Polaris Forge 1 campus, adding 75 MW of AI capacity, and has secured substantial financing for further development, but analysts are increasingly cautious about its path to profitability given its high valuation and reliance on a few large customers.

   5-day return +3.62% · +4.60% vs SPY · beat SPY

2. AMPXAmprius Technologies, Inc.

   AMPX is seeing movement today after announcing it will hold a conference call on August 5, 2026, to discuss its second-quarter financial results. This news comes after the company reported strong Q1 2026 revenue growth of 153% year-over-year, driven by increased adoption of its silicon anode batteries. The stock is currently trading below its target price and near support, with some technical indicators suggesting a potential downward trend.

   5-day return -10.32% · -9.34% vs SPY · lagged SPY

3. BRBroadridge Financial Solutions, Inc.

   Broadridge Financial Solutions (BR) is seeing positive movement today following news on July 7th that its Distributed Ledger Repo (DLR) platform processed $7.5 trillion in transactions during June, a 68% increase year-over-year, indicating strong adoption of its tokenized finance solutions. Additionally, on July 9th, Broadridge announced it delivered its next-generation reconciliation platform to Raiffeisen Bank International, further expanding its global reach and technological offerings. This positive news comes as the stock is trading near a support level, suggesting potential for a rebound.

   5-day return -2.22% · -1.24% vs SPY · lagged SPY

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