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Applied Digital Q1 2026 Earnings Call Transcript

Image source: The Motley Fool.DATEThursday, October 9, 2025 at 5 p.m. ETCALL PARTICIPANTSChairman and Chief Executive Officer — Wes CumminsChief…

Kessler Investment Group Exits $14 Million Palantir Stake After 330% Stock Surge

Key PointsKessler Investment Group sold 104,777 shares of Palantir for an estimated $14.3 million during the third quarter.The change represents…

Franklin Street Advisors Sells $23 Million Intuitive Surgical Stake as Tariff Risks Weigh on Margins

Key PointsFranklin Street sold 42,601 shares of Intuitive Surgical worth an estimated $23.2 million in the third quarter.The transaction zeroed…

Franklin Street Advisors Buys $27 Million in PepsiCo Stock as Earnings Beat Forecasts

Key PointsFranklin Street Advisors bought 189,251 PepsiCo shares for an estimated $27 million in the third quarter.The transaction represents 1.6%…

Franklin Street Advisors Dumps Salesforce Shares as AI Competition Heats Up

Key PointsFranklin Street Advisors sold 77,826 Salesforce shares during the third quarter in an estimated $19.6 million transaction.The trade represented…

Franklin Street Advisors Exits $22.8 Million Lululemon Stake As Apparel Stock Slides

Key PointsFranklin Street dumped 95,891 shares of Lululemon Athletica in the third quarter, exiting the position in an estimated $22.8…

BMO raises Alphabet share target on AI upside By Investing.com

BMO raises Alphabet share target on AI upside…

Google launches Gemini subscriptions to help corporate workers build AI agents

Google is augmenting its Agentspace product for easily building AI agents at work with new tools for data science and…

Google launches Gemini Enterprise AI platform for business clients

Alphabets Google on Thursday launched a new AI platform for business customers called Gemini Enterprise, as the tech giant ramps…

Gold Price Hits $4K ATH, Leaves Nasdaq In The Dust — Is the Bull Cycle Toast?

How much is 0.46 Bitcoin to USD? Well, as it stands, that’s $56221.89, almost half a BTC. Why is “0.46…

Google launches new platform to compete in enterprise AI market

Google has unveiled a new AI platform, Gemini Enterprise, targeting the growing enterprise AI productivity tools market. The company said…

What Are the 3 Top Artificial Intelligence (AI) Stocks to Buy Right Now? @themotleyfool #stocks $NVDA $GOOGL $AMZN $GOOG

Nvidia, Alphabet, and Amazon are three top AI stocks to buy now.…

Prediction: This Unstoppable Stock Will Join Nvidia, Microsoft, Apple, and Alphabet in the $3 Trillion Club Before 2028 @themotleyfool #stocks $AMZN $WMT $META $MSFT $GOOGL $AAPL $^GSPC $XOM $GE $NVDA $GOOG

A trio of growth drivers and a long history of strong execution will secure this companys membership in an elite…

Prediction: This Unstoppable Stock Will Join Nvidia, Microsoft, Apple, and Alphabet in the $3 Trillion Club Before 2028

A trio of growth drivers and a long history of strong execution will secure this companys membership in an elite…

Hamilton Lane Liquidates Its $9.4 Million Rubrik (NYSE: RBRK) Stake: Is the Stock in Trouble?

Key PointsHamilton Lane sold 105,414 shares of Rubrik; estimated transaction value of $9.44 million.The sale represents a 5.4% change in…

Osprey Private Wealth Buys $2.9 Million in TJX Stock — Heres What to Know About This Retail Play

Key PointsOsprey Private Wealth added 22,005 TJX shares with an estimated transaction value of $2.9 million in the third quarter.Post-transaction,…

Google adds limits to Work from Anywhere policy that began during Covid

Google is putting restrictions on its “Work from Anywhere” policy, limiting the number of days employees can take advantage of…

Google to invest 5 billion euros in Belgium, creating 300 jobs

U.S. tech giant Google announced on Wednesday plans to invest 5 billion euros ($5.80 billion) in Belgium, which the compay…

Oracles Multi-Cloud Push Intensifies: A Key Driver of Cloud Demand?

ORCLs multi-cloud integration with AWS, Azure and Google Cloud fuels surging demand, with cloud revenues projected to climb up to…

Eastover Loads Up On Chipotle With 73K Shares in Q3 Filing

Key PointsAcquired 72,764 shares of Chipotle Mexican Grill; estimated trade size of ~$3.5 million based on the average price for…

Billionaires Buy 1 Brilliant Stock That Competes With Amazon and Google -- It Could Soar 150%, According to a Wall Street Analyst @themotleyfool #stocks $TTD $^GSPC

Most Wall Street analysts view The Trade Desk stock as undervalued despite competition from the likes of Amazon and Google.…

Anthropic to open India office in 2026

Anthropic, the artificial intelligence firm backed by Google-parent Alphabet and Amazon.com , said on Tuesday that it would open an…

Google Starts Scanning Videos On Your Phone—How To Stop It

Google has silently installed this scanning app on your device — what to know.…

Are C3.ais High-Profile Partners Enough to Offset Missteps?

Can AIs deep ties with Microsoft, AWS and Google Cloud offset execution hiccups and revive its fiscal 2026 momentum?…

One Wall Street Investment Manager Is Loading Up on Shares of Nasdaq. Is Now the Time to Buy?

Key PointsAdded 37,500 shares in Nasdaq; estimated trade size $3.32 million based on the quarterly average price.Transaction represents 2.1% of…

Graphene Investments Loads Up on Nucor Stock With 21,700 Shares

Key PointsGraphene joins Warren Buffetts Berkshire Hathaway with new shares of Nucor.Graphene bought 21,700 shares, with an estimated trade value…

Mirador Capital Loads Up on Nike Shares in Q3 Buy

Key PointsMirador Capital added 59,998 shares of Nike, with an estimated transaction value of $4.47 million for the quarter ended…

Alphabet Inc. (GOOG) Exceeds Market Returns: Some Facts to Consider

Alphabet Inc. (GOOG) closed the most recent trading day at $251.51, moving +2.05% from the previous trading session.…

New England Research Dumps 5,293 Goldman Sachs Shares for $3.9 Million

Key PointsNew England Research and Management, Inc. sold 5,293 shares of Goldman Sachs, with an estimated trade size of approximately…

Hobart Private Capital Expands AI Exposure With New Stake in AIQ ETF

Key PointsInitiated 135,816 shares in AIQ; estimated value of approximately $6.71 million as of September 30, 2025.Represents 1.4% of 13F…

Why Magnite Stock Lost 16% in September

A favorable ruling for Google led to trouble for Magnite.…

Google Suddenly Raises Trade In Prices In New Pixel 10 Giveaway

Google is building up to its Black Friday pricing with a new Pixel 10 freebie giveaway.…

Where Will Alphabet (Google) Be in 5 Years?

The threat of AI disrupting advertising is real, but Alphabet has plenty in its favor to be a huge winner.…

Did Google Just Kill OpenAI and Become the Best AI Stock to Own Today? @themotleyfool #stocks $GOOGL $GOOG

Alphabet recently released an AI-enhanced image-generating tool that is going viral.…

Alphabets Gemini Breakthrough Shows That AI Leaders Could Still Have Decades of Growth Ahead

Artificial intelligence (AI) continues to advance at an astonishing rate.…

Google Has A Special Offer For Pixel Customers

Following the launch of the Pixel 10 and Pixel 10 Pro earlier this year, Google has updated its refurbished store…

Introducing the Quiet Marketing Powerhouse Driving the App Store’s Biggest Brands Without Ads

LONDON, Oct. 04, 2025 (GLOBE NEWSWIRE) -- App stores attract millions of daily users searching for new apps…

Best Stock to Buy Right Now: Amazon vs. Alphabet

Its difficult trying to choose between these two dominant companies.…

Walmart turns to Google to solve longtime customer headache

Walmarts problem is too big for it to tackle alone.…

Defence Holdings PLC Selects Hyperscale Provider for Project Ixian

The information contained within this announcement is deemed by the Company to constitute inside information stipulated under the Market Abuse…

Alphabet Aktienanalyse: Gemini auf Augenhöhe mit ChatGPT - Alphabet laut Jefferies der KI-Copilot der Zukunft

Bad Marienberg (www.aktiencheck.de)???? Alphabet auf KI-Kurs: Jefferies hebt Kursziel auf 285 USD und bleibt bei "buy"Die US-Investmentbank Jefferies hat am…

Oracle says hackers are trying to extort its customers

Oracle said on Thursday that customers of its E-Business Suite of products "have received extortion emails," confirming a warning first…

CRWV vs. GOOGL: Which AI Infrastructure Stock Is the Better Buy Now?

CRWVs explosive growth and OpenAI contracts face off against GOOGLs scale, diversification and financial strength in the AI infrastructure race.…

Google reaches agreement with NBCUniversal to prevent YouTube content blackout

Alphabets Google and Comcast-owned NBCUniversal said on Thursday they had reached a long-term agreement to ensure the continued availability of…

Alphabet stock falls as Perplexity makes $200 AI browser free By Investing.com

Alphabet stock falls as Perplexity makes $200 AI browser free…

Neville Rodie & Shaw Offloads $4.6 Million in Visa Shares — But Here’s What Investors Should Know About the Stock

Key PointsNeville, Rodie & Shaw sold 13,278 Visa shares in the third quarter—a transaction worth about $4.6 million based on…

Alphabet analysts see ‘untapped potential’ for Google AI, boost target price

Jeffries analysts lifted their 12-month target price on shares of Alphabet Inc (NASDAQ:GOOG) to $285 per share from $230 to reflect the search...…

Alphabet stock: From structural question marks to AI winner By Investing.com

Alphabet stock: From structural question marks to AI winner…

Amazon’s Stock Appeal Hit By Intensifying Cloud Competition

The proliferation of artificial intelligence has led to an explosion of demand for cloud hyperscalers, where Amazon Web Services has…

Google says hackers are sending extortion emails to executives

Alphabets Google said hackers are sending extortion emails to an unspecified number of executives, claiming to have stolen sensitive data…