Jim Cramer 'Worried' About Workday, Calls Applied Digital 'A Good Spec'

Group 1 - Workday, Inc. is facing increased competition, leading to concerns about its future performance, especially after issuing second-quarter sales guidance below estimates [1] - Applied Digital Corporation is viewed as a good speculative investment despite not being profitable [1] - CoreWeave Inc has divested its entire stake in Applied Digital, indicating a shift in investment strategy [2] Group 2 - DocuSign, Inc. reported quarterly earnings of $0.90 per share, exceeding analyst expectations of $0.81, with revenue of $763.7 million also beating estimates [3] - Danaher Corporation has disappointed investors, with a webcast scheduled for its quarterly earnings conference call on July 22 [3] - SM Energy Company is underperforming, with a downgrade from Raymond James analyst John Freeman from Outperform to Underperform [4] Group 3 - AST SpaceMobile, Inc. announced transactions resulting in the issuance of approximately 1.04 million incremental shares related to its 2032 convertible notes [2] - Recent stock performance shows Applied Digital shares fell 4.8% to $9.82, AST SpaceMobile shares dipped 6.1% to $49.97, DocuSign slipped 0.8% to $75.01, SM Energy fell 1.4% to $24.68, and Workday shares decreased by 2.4% to $233.46, while Danaher shares gained 1.8% to $201.00 [7]