Earnings Call Insights: Applied Digital (APLD) Q1 2027
Management View
“Today, we have approximately $36 billion in contracted revenue across 5 campuses, 3 states and 2 very different geographic regions of the country.” (Chairman, CEO, Secretary & Treasurer Wesley Cummins)
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Algoma Steel (ASTL) fell 2.4% post-market Thursday after warning it expects to report a sharp decline in Q3 steel shipments due to the impact on production caused by a turbine outage.
The Canadian steel producer guided for Q3 steel shipments of ~145K
“Micron delivered an exceptional fiscal Q4 with significant records in revenue, gross margin and EPS, each exceeding the high end of our guidance.” (CEO & Chairman Sanjay Mehrotra)
“We
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“This quarter, we crossed the mark that 50% of our revenue now comes from businesses that we generated in the last 3 years that is very different than our traditional business.” (President, CEO & Director Christopher Caldwell)
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Asked about the state of the relationship between the UK and US, the prime minister said he believes it is “as strong as it’s ever been”.
Burnham has travelled to New York with his wife, Marie-France Van Heel, for a day of diplomacy and a speech to the UN General Assembly, which is expected to focus on the opportunities and dangers associated with artificial intelligence (AI).
He said: “I will be making the case for closer international co-operation on AI, a just and lasting peace in Ukraine, and renewed efforts to bring an end to the conflict in the Middle East because what happens abroad impacts each and every one of us at home.”
The prime minister will also announce the start of work on a new AI and Autonomy partnership between the UK and the US, focused on protecting critical national infrastructure using AI tech.
Lib Dem leader Sir Ed Davey is expected to criticise this plan at the final day of his party’s conference, saying it “doesn’t come close to meeting the scale of the threat” and “only risks making us more dependent on a Trump administration in the pocket of the tech bros”.
He will also call for a global pause on superintelligent AI and propose a new International AI Safety Agency.
For a new British prime minister, the first meeting with a US president has always been a pivotal encounter, but officials are well aware of the added jeopardy of a public appearance alongside the most unpredictable president in American history.
In advance of the meeting, the UK revealed that the UK and the US have, for the first time, fired an American torpedo from a British undersea drone in a military exercise.
The torpedo, described as “heavyweight” by UK officials, is “designed to sink ships and deep diving submarines”, Downing Street said.
It was launched in UK waters last week from a 12-metre long undersea drone called Excalibur, made in Plymouth.
It is the first time either the UK or the US have launched a torpedo from an uncrewed underwater vessel, rather than a crewed submarine, and is seen as a breakthrough in attempts to protect vital infrastructure such as deep sea data cables.
“Our work together already shows what can be achieved when our two countries combine our expertise and innovation,” the prime minister said.
Burnham was also asked by reporters about the UK government seeking to hand over the Chagos Islands to Mauritius and pay to lease back the joint US-UK military base on Diego Garcia.
Burnham spoke to the Mauritian prime minister, Navin Ramgoolam, on Monday.
He was asked by reporters to outline what he had told Ramgoolam, whether he supported the deal and if he had a plan to convince Trump to back it.
Burnham replied: “I said that we remain determined to secure the long-term operation of the base, which is crucial to our security and that of our allies.
“The assurance I gave was I will work towards a resolution, at the moment we don’t have that, but I gave an assurance that I would commit to working towards one.”
Experienced host Emma Willis knows what to expect in some ways and just wants to bring ‘joy’ to Strictly viewers in the same way Tess and Claudia did
Strictly has a new trio hosting the show this year with Emma joined by professional dancer Johannes Radebe and comedian Josh Widdicombe.(Image: CREDIT LINE:BBC/Ray Burmiston)
Defiant Emma Willis says she knows the new Strictly Come Dancing series will bring her and the other new hosts lots of abuse and criticism – but she won’t engage with it. Emma, former Strictly professional dancer Johannes Radebe, 39, and comedian Josh Widdicombe, 43, will take over later this month from long-time hosts Tess Daly and Claudia Winkleman, who stepped down last year.
Emma is used to comparisons with other hosts having fronted Big Brother after Davina McCall and Brian Dowling. But she vowed to ignore the haters and just wants to try to enjoy the experience. She said: “I’m ready for the comparisons. I am ready for the negative opinions that can come with these things. Those things I don’t engage with or read, and there are always positives as well.
“At the end of the day, I feel like it’s really simple, right? We we work in this industry, and we’ve been given the opportunity to work on a phenomenal show that is really well loved by the public and also by ourselves. We we aren’t reinventing the wheel, and we’re not rocket scientists.
“We’re working on an entertainment show about dancing that is meant to hopefully bring joy to everybody watching it. So hopefully we can be a small part of that joy and have a really lovely time doing it.”
She added: “There’s obviously a kind of fear that comes with it because of the enormity of it, and you have nerves about being good enough to kind of do the job and step into the role.”
The trio were a surprise choice to make up the presenting team and they admitted they were also a bit shocked to be picked. They gave the impression they were unsure if they were in pole position to get the jobs, saying their final audition was the “very last of the callbacks on a Friday afternoon”. They had also been told it would be a pair presenting and so Josh presumed it was “two weirdos against each other” and he was being pitched head-to-head with Johannes, only to end up working with him and more established host Emma.
Comedian Josh also said that while they would not “reinvent the show”, they would “be ourselves and our personalities will be there”. He added on taking the job: “It’s like you only get one opportunity at this career. We’re incredibly blessed that we’ve got where we are in our careers, and just why not?”
Johannes was initially nervous but after speaking with his agent was more confident. “If anybody was afforded this opportunity amongst my peers[dancers], any one of them would jump at it.”
Emma turned 50 in March, but rather than seeing that milestone as a time to reflect or slow down, is arguably enjoying her most successful stage of her career. She said: “I think maybe there’s more of a reframe needs to be had around 50 and as you’re getting older, you should slow down or change or maybe not do as much. I feel more invigorated at 50, I’m more like I’m more sure of myself. I know what I want to do. I’m not going to apologise for myself and my successes like I’ve done for the last 25 years.
“I’m not about to step down and slow down for anything. So I say, bring it on. You know, life is short. So take these opportunities when they they come your way, because at some point they’ll stop.”
* Strictly Come Dancing will return on Sunday September 19 to BBC One and iPlayer.