24/7 Wall Street
13 Sept 2026, 17:05 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Analysis by Kasper Rasmussen · Founder & analyst
What the story claims
3 claims · each scored for market impact
Applied Digital has secured $36 billion in total contracted long-term lease value, with roughly 76% involving investment-grade hyperscalers. — Large-scale, guaranteed revenue contracts with high-quality tenants significantly reduce the risk profile of a high-growth infrastructure buildout.
+0.80Akamai's Cloud Infrastructure Services (CIS) revenue grew 39% year-over-year in Q2 2026, with multi-year commitments totaling over $2.8 billion. — Strong growth and a significant backlog in a high-margin AI/cloud sector offset the decline in its legacy delivery business.
+0.60Builders FirstSource reported a Q2 adjusted EPS miss of $1.17 versus $1.27 consensus, with revenue down 8.77% year-over-year. — Missing earnings and declining revenue highlight continued weakness in the housing supplier market, specifically in multifamily and Texas.
-0.50Which stocks this story touches
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Jim Cramer called the company 'terrific' and the article highlights strong growth in security and cloud infrastructure revenue.
Jim Cramer rejected the stock, and the company reported a miss on EPS and declining year-over-year revenue.
While Cramer rejected it based on cash flow, the author argues the $36 billion in take-or-pay contracts makes the company a strong buildout story.
Mentioned briefly as a comparison point for Akamai's platform but no sentiment expressed.
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