APLD Spinning Off Cloud Business, BA New Contract, LULU Proxy Fight

December 30, 20255m 39s

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Show Notes

Applied Digital (APLD) is spinning off its cloud computing business to EKSO Bionics (EKSO), a move that sent shares rallying Tuesday morning. George Tsilis explains why investors see the move as strategic. He then turns to the skies and talks about Boeing's (BA) new contract and down the clothing line with Stifel weighing on Lululemon's (LULU) proxy fight.

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