Company Participants - The earnings call features key executives including Carl M. Eschenbach (CEO & Director), Gerrit Kazmaier (President of Product & Technology), Justin Allen Furby (Vice President of Investor Relations), and Zane C. Rowe (Chief Financial Officer) [1] Conference Call Overview - The call is part of Workday's Second Quarter Fiscal Year 2026 Earnings Conference, indicating a focus on financial performance and strategic direction [2][3] - The call is being webcasted live, allowing for broader access to stakeholders and investors [3] Forward-Looking Statements - The company emphasizes that some statements made during the call, particularly regarding guidance, are forward-looking and based on current information, which may be subject to risks and uncertainties [4]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased common stock of Alto Neuroscience, Inc. during the IPO and the subsequent class period about the upcoming lead plaintiff deadline for a class action lawsuit [1][5]. Group 1: Class Action Details - Investors who purchased Alto securities may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by September 19, 2025 [3]. - The lawsuit claims that throughout the class period, defendants made materially false and misleading statements regarding Alto's business and prospects, particularly concerning the effectiveness of ALTO-100 in treating major depressive disorder [5]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest settlement against a Chinese company at the time and being ranked No. 1 for securities class action settlements in 2017 [4]. - The firm has recovered hundreds of millions of dollars for investors, securing over $438 million in 2019 alone [4]. - Founding partner Laurence Rosen was recognized as a Titan of Plaintiffs' Bar by Law360 in 2020, and many attorneys at the firm have received accolades from Lawdragon and Super Lawyers [4].

Core Insights - Meta has agreed to spend over $10 billion on Google cloud services over a six-year period, focusing on artificial intelligence infrastructure [1][4] - Google is actively pursuing large cloud contracts to compete with Amazon Web Services and Microsoft Azure, having recently secured business from OpenAI [2] - Google Cloud unit reported $2.83 billion in operating income on $13.6 billion in revenue for Q2, with a revenue growth of 32% [3] Company Strategies - Meta is heavily investing in AI infrastructure and talent, with total expenses expected to be between $114 billion and $118 billion in 2025 [4] - The partnership with Google indicates Meta's need for extensive cloud infrastructure, as it also utilizes services from Amazon and Microsoft [5] - Despite being rivals in online advertising, the collaboration highlights the necessity for Meta to enhance its cloud capabilities [5]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Flywire Corporation securities during the specified Class Period of the upcoming lead plaintiff deadline for a class action lawsuit [1][2]. Group 1: Class Action Details - Investors who purchased Flywire securities between February 28, 2024, and February 25, 2025, may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by September 23, 2025 [3]. - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions [4]. Group 2: Case Allegations - The lawsuit alleges that throughout the Class Period, Flywire's defendants made false and misleading statements regarding the sustainability of the company's revenue growth and the impact of permit and visa-related restrictions on its business [5]. - The lawsuit claims that these misleading statements resulted in investor damages when the true details about Flywire's business performance became public [5].

Core Viewpoint - A securities class action lawsuit has been filed against PubMatic, Inc. for failing to disclose significant changes affecting its business operations and financial outlook during the class period from February 27, 2025, to August 11, 2025 [1][2]. Group 1: Allegations and Impact - The complaint alleges that PubMatic did not inform investors about a major demand-side platform (DSP) buyer shifting clients to a new platform, which evaluates inventory differently, leading to reduced ad spend and revenue [2]. - As a result of these undisclosed issues, the positive statements made by the company regarding its business and prospects were misleading and lacked a reasonable basis [2]. - Following the release of the second quarter 2025 financial report, which acknowledged a reduction in ad spend from a top DSP partner, the company's stock price dropped by $2.23, or 21.1%, closing at $8.34 per share on August 12, 2025 [3][4]. Group 2: Legal Proceedings - Investors who purchased shares of PubMatic during the class period are encouraged to contact the law firm Gainey McKenna & Egleston before the lead plaintiff motion deadline on October 20, 2025 [5]. - The lead plaintiff will represent the interests of other class members in the litigation process [5].

Core Points - Guardian Exploration Inc. has issued 200,000 common shares at a deemed price of $0.115 per share to retire $23,000 of indebtedness to an arm's length contractor [1] - The completion of the debt settlement was subject to conditional approval from the TSX Venture Exchange, which has been obtained [1] - All shares issued in connection with the debt settlement are subject to a statutory four-month hold period in accordance with applicable securities laws [2] Company Overview - Guardian Exploration Inc. is a TSXV listed company engaged in oil and gas as well as mineral exploration and development [3] - The company's prospects include the Mount Cameron Property in the Yukon's Mayo Mining District, mineral claims on southern Dall Island in Southeast Alaska known as the Kaigani claims, and the Sundog and Esker gold projects located in the Kivalliq Region, Nunavut [3]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Centene Corporation securities between December 12, 2024, and June 30, 2025, of the September 8, 2025, deadline to become lead plaintiffs in a class action lawsuit [1]. Group 1: Class Action Details - Investors who bought Centene securities during the specified Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1]. - A class action lawsuit has already been filed, and interested parties must move the Court by September 8, 2025, to serve as lead plaintiff [2]. - The lawsuit alleges that Centene's management provided misleading information regarding the company's revenue guidance and earnings per share for the 2025 fiscal year, while concealing adverse facts about enrollment and morbidity rates [4]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, highlighting its own achievements in this area [3]. - The firm has secured significant settlements for investors, including over $438 million in 2019 alone, and has been consistently ranked among the top firms for securities class action settlements [3].

Group 1 - Walmart's former U.S. CEO Bill Simon finds the recent 4.5% stock drop surprising despite the company raising its full-year sales and earnings forecast, indicating strong performance [1][2] - Simon emphasizes Walmart's ability to attract customers with lower prices while managing tariff impacts, viewing this as a significant competitive advantage [1][2] - The stock decline may be attributed to Walmart's first earnings miss in over three years, primarily due to one-time expenses like restructuring costs, which Simon believes do not indicate a systemic issue [3] Group 2 - Simon notes that Walmart's decision to raise guidance despite tariff challenges is a positive sign for investors, suggesting that there is no significant tariff impact on the business [2][3] - He highlights the ongoing appeal of Walmart's low prices and convenience, asserting that if the company can maintain its revenue growth, it will continue to be a formidable player in the market [4] - Year-to-date, Walmart shares have increased by 8%, although they remain approximately 7% below the record high reached on February 14 [4]

Group 1 - A clear bifurcation in the stock market is observed, with investors favoring large-cap tech stocks while small and mid-cap growth stocks are declining sharply [1] - The Q2 earnings season is winding down, highlighting the contrasting performance between different market segments [1] Group 2 - Gary Alexander has extensive experience in covering technology companies and has been involved with seed-round startups, providing insights into current industry themes [1]

Core Insights - Jeep is launching a redesigned Cherokee model after experiencing six consecutive years of declining sales [1] - The new Cherokee represents Stellantis' first hybrid system for Jeep and the first hybrid for Stellantis in North America [1] Group 1: Product Features - The 2026 Jeep Cherokee features a new 1.6-liter turbo-four hybrid powertrain, offering over 500 miles per tank [3] - The redesigned model is longer, taller, and wider than its predecessor, providing 30% more cargo capacity [3] - The interior includes advanced technology, highlighted by Stellantis' new Connect One services package [3] Group 2: Market Positioning - Jeep aims to reclaim its position in North America's largest vehicle segment with the new Cherokee, described as a capable and competitive midsize SUV [4] - The entry-level price for the 2026 Cherokee starts at $36,995, which includes a destination charge of $1,995 [4] - Production of the new model will take place at Stellantis' plant in Mexico, with vehicles expected to arrive at dealerships by the end of this year and early next year [4] Group 3: Historical Context - The Cherokee model was previously discontinued in 2023 as part of cost-cutting measures under former CEO Carlos Tavares [2] - The redesign aims to evoke the iconic legacy of the Cherokee brand, which has been a significant part of the company's history [2]