Gambling.com (GAMB) Earnings Call Transcript

Generac (GNRC) rose 32% pre-market after announcing a $2.4B supply agreement with Amazon (AMZN) for data center generators. Analysts note valuation compression and potential upgrades. Powell (POWL) and Celestica (CLS) also gained, signaling investor confidence in AI-related stocks despite Fed rate hikes.

Silver Lake entities and Egon Durban plan to sell 1.2 million shares of Dell (DELL) Class C Common Stock between June and September 2026, raising approximately $425 million. The sales involve multiple Silver Lake funds and individuals.

Baker Hughes won two contracts from Venture Global LNG to supply 13 gas compression systems and 8 liquefaction modules for Louisiana LNG expansion, deepening their strategic relationship.

Silver Lake sold 46,990 Dell (DELL) Class C shares at an average price of $540+ on September 15, 2026, after converting 69,718 Class B shares. The sales were reported in a Form 4 filing, with no 10b5-1 plan involved.

Tigress Financial raised Alphabet's (GOOGL) price target to $485 from $415, citing AI-driven growth in Search, Cloud, and YouTube. The firm highlighted strong Q2 results, 20% revenue growth to $445.87B, and a P/E ratio of 17.38. Alphabet's AI investments are expected to boost long-term economic profit growth. Recent product updates include Gemini AI enhancements and new apps.

Uber's subsidiary, Neben Holdings, sold 29.37 million Aurora (AUR) shares at $6.205 per share on September 15, 2026, retaining 157.1 million shares. The sale was reported on Schedule 13D/A filed with the SEC.