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Digital Transformation News 1 August 2025 - 10 February 2026

Applied Digital stock jumps as new filing ties exec pay to hyperscaler milestones

Applied Digital stock jumps as new filing ties exec pay to hyperscaler milestones

Applied Digital shares closed up 9.4% Monday after the company disclosed multi-year, performance-based stock awards for President Jason Zhang and CFO Saidal Mohmand, tied to leasing and profit targets. A new SEC filing showed Zhang’s awards vest if the company signs up to 1.6 gigawatts in long-term hyperscaler contracts. Analyst Mike Grondahl raised his price target to $56 on potential new leasing. Shares were little changed after hours.
HMRC’s Tax Fine Shake-Up: Penalty Points Loom as Making Tax Digital Hits Landlords

HMRC’s Tax Fine Shake-Up: Penalty Points Loom as Making Tax Digital Hits Landlords

HMRC will replace instant late-filing fines with a penalty-points system for Making Tax Digital taxpayers from April 6. Landlords and sole traders earning over £50,000 must comply first, but a survey shows most landlords feel unprepared. A £200 penalty will apply only after repeated missed deadlines. Industry groups are urging the government to soften penalties during the transition.
22 January 2026
Coca-Cola stock dips today as Coke taps first chief digital officer ahead of earnings

Coca-Cola stock dips today as Coke taps first chief digital officer ahead of earnings

Coca-Cola shares fell about 1% Thursday after the company announced a leadership overhaul, including its first Chief Digital Officer and shifting commercial duties away from the CFO. The changes take effect March 31, as Henrique Braun prepares to succeed James Quincey as CEO. Investors await the Feb. 10 earnings report and Feb. 17 CAGNY presentation for more details on strategy. PepsiCo shares rose 0.6%.
Meta snaps up Manus AI agent startup as it races to sell “digital employees”

Meta snaps up Manus AI agent startup as it races to sell “digital employees”

Meta said it will acquire Manus, a Singapore-based AI startup owned by Beijing Butterfly Effect Technology, and integrate its AI agent into Meta products, including Meta AI. Financial terms were not disclosed. Bloomberg reported Manus had an annual revenue run rate of $125 million earlier this year from business subscriptions. Meta will operate and sell the Manus service following the deal.
TCS presses reset on AI strategy as it shifts from pilots to payback

TCS presses reset on AI strategy as it shifts from pilots to payback

Tata Consultancy Services is shifting from small AI pilots to scaled deployments tied to return on investment, The Economic Times reported. The company has laid off about 12,000 employees in six months and crossed $30 billion in revenue for FY25. TCS introduced a five-level autonomy framework and expanded workforce training as it reshapes roles and delivery. CEO K Krithivasan aims to make TCS the world’s largest AI-led tech services firm.
Beasley Broadcast Group (BBGI) Stock Soars Over 300% in Meme-Fueled Rally: Debt, Digital Pivot and 2026 Outlook

Beasley Broadcast Group (BBGI) Stock Soars Over 300% in Meme-Fueled Rally: Debt, Digital Pivot and 2026 Outlook

Beasley Broadcast Group shares surged 312% on December 10, closing at $16.69 after trading as high as $26.37 on volume of 45.8 million shares, despite only 1.8 million shares outstanding. Pre-market trading on December 11 showed the stock retreating to around $11.10. The spike followed social media-driven interest in the thinly traded stock. Beasley posted a $5.9 million net loss in 2024 on $240.3 million revenue.
OpenAI Certifications Hit 10,000 Workers as Accenture Bets Big on ChatGPT Enterprise and Agentic AI

OpenAI Certifications Hit 10,000 Workers as Accenture Bets Big on ChatGPT Enterprise and Agentic AI

OpenAI said over 10,000 employees at partner companies now hold or are pursuing OpenAI Certifications, with Accenture rolling out ChatGPT Enterprise and large-scale AI training to tens of thousands of staff. Accenture’s stock rose 3% after announcing the partnership. OpenAI aims to certify 10 million Americans by 2030 and launch an AI-powered jobs platform in 2026.
Oracle in 2025: AI Cloud Mega‑Deals, New Co‑CEOs and a High‑Stakes Transformation

Oracle in 2025: AI Cloud Mega‑Deals, New Co‑CEOs and a High‑Stakes Transformation

Oracle signed a reported $300 billion cloud deal with OpenAI and is negotiating a $20 billion agreement with Meta, aiming to become a top AI infrastructure provider. The company adopted a co-CEO model in September 2025, named Clay Magouyrk and Mike Sicilia as co-chiefs, and moved Safra Catz to executive vice chair. Oracle faces rising debt, legal, and security risks amid layoffs and restructuring.
McMaster University Charts Its Future: Strategic Plan, Toronto Hub and 1.2 Million Exam Pages Power a New Era

McMaster University Charts Its Future: Strategic Plan, Toronto Hub and 1.2 Million Exam Pages Power a New Era

McMaster University has launched “Setting the Course,” a strategic planning process to guide its priorities through 2031, with a final plan expected by June 2026. The university is also expanding its presence at 180 Bloor St. W. in downtown Toronto. An exam printing operation produces 1.2 million pages in a few weeks each year. Input from the campus community will shape the new plan starting January.
28 November 2025
HSBC Holdings Plc (LON: HSBA) Stock Today, 28 November 2025: Share Price Near Highs as Hang Seng Deal, Chair Race and Digital Push Dominate Focus

HSBC Holdings Plc (LON: HSBA) Stock Today, 28 November 2025: Share Price Near Highs as Hang Seng Deal, Chair Race and Digital Push Dominate Focus

HSBC shares traded near 1,067p in London Friday, close to their 52-week high of 1,126.20p set earlier this month. The stock moved above its 200-day moving average, with analysts maintaining a “Hold” consensus and price targets ranging from 1,037.5p to 1,240p. American Century Companies raised its stake by 11.9% in the second quarter. HSBC’s market value stands near £182 billion.
Industrial AI Leaves the Office: How IFS, Boston Dynamics and Anthropic Are Rewiring Frontline Work

Industrial AI Leaves the Office: How IFS, Boston Dynamics and Anthropic Are Rewiring Frontline Work

IFS and Boston Dynamics have launched an autonomous AI-robotics system for industrial sites, using Boston Dynamics Spot robots to patrol refineries, substations, and production lines. The robots, equipped with thermal cameras and sensors, detect hazards and feed data to IFS.ai, which can trigger maintenance or escalate incidents automatically. The deployment follows announcements at the Industrial X Unleashed event in New York.
BJ’s Wholesale Club (BJ) Beats Q3 2025 Earnings, Raises Profit Outlook as Digital and Membership Growth Accelerate

BJ’s Wholesale Club (BJ) Beats Q3 2025 Earnings, Raises Profit Outlook as Digital and Membership Growth Accelerate

BJ’s Wholesale Club reported Q3 2025 adjusted EPS of $1.16, beating analyst forecasts but down from $1.18 a year ago. Revenue rose 4.9% to $5.35 billion, with membership fee income up 9.8% to $126.3 million. Net income slipped to $152.1 million from $155.7 million. Shares traded near $90.60, little changed after an early gain.
Ford Stock Soars in 2025 as Wall Street Backs EV Reset, Hybrids and an Amazon-Powered Digital Pivot

Ford Stock Soars in 2025 as Wall Street Backs EV Reset, Hybrids and an Amazon-Powered Digital Pivot

Ford shares have surged about 32–37% in 2025, outpacing the S&P 500 and trading near a 52-week high around $13.20. Wall Street cites Ford’s shift away from costly EV projects toward profitable trucks and hybrids, despite ongoing multi-billion-dollar EV losses. Analyst targets average $11.73, with most maintaining a “Hold” rating. The stock’s dividend yield remains near 4.5%.
McGraw Hill (NYSE: MH) Lifts FY2026 Guidance as Q2 Shows Digital, Recurring Revenue Growth — Shares Pop on Results (Nov. 12, 2025)

McGraw Hill (NYSE: MH) Lifts FY2026 Guidance as Q2 Shows Digital, Recurring Revenue Growth — Shares Pop on Results (Nov. 12, 2025)

McGraw Hill reported Q2 revenue of $669.2 million, down 2.8% year over year, but raised its full-year outlook after strong digital and subscription growth. Adjusted EPS reached $1.40, and recurring revenue climbed 6.5% to $422.4 million. Higher Education revenue rose 14%, offsetting an 11.2% drop in K-12. The company prepaid $150 million in debt in October.
Dakar Port Launches Electronic Delivery Voucher Pilot to Digitize Cargo Clearance — Go‑Live Slated for January 2, 2026

Dakar Port Launches Electronic Delivery Voucher Pilot to Digitize Cargo Clearance — Go‑Live Slated for January 2, 2026

Senegal’s Autonomous Port of Dakar and Customs will launch electronic cargo release vouchers via the Electronic Port Single Window on January 2, 2026, replacing manual validation. All terminal operators will connect to the system for automated processing. The port generates 95% of national customs revenue, making efficiency gains significant for public finances. Maritime partners must designate technical contacts by November 15, 2025.
Nvidia’s Meteoric October: $4 Trillion Milestone, Mega AI Deals, and Unstoppable Momentum

Germany’s €1B ‘AI Factory’ Revealed: Nvidia & Deutsche Telekom Just Redrew Europe’s Tech Map — Here’s What Changes Now

Deutsche Telekom and Nvidia announced a €1 billion partnership to build an Industrial AI Cloud in Munich, set to open Q1 2026 with over 1,000 Nvidia DGX B200 systems and up to 10,000 Blackwell GPUs. The platform will support industrial AI for firms including Siemens, Mercedes-Benz, and BMW, and is designed for in-country data processing to meet EU AI Act requirements.
Pepco Group Stock Set to Soar? Digital Push, Buybacks & Inflation-Weary Shoppers Fuel Rally

Pepco Group Stock Set to Soar? Digital Push, Buybacks & Inflation-Weary Shoppers Fuel Rally

Pepco shares closed at 28.20 PLN in Warsaw on Oct 31, 2025, near a 52-week high after doubling from spring lows. The company reported 8.8% revenue growth for the 51 weeks to Sept 21 and launched a second €50 million share buyback. Pepco sold Poundland in June, focusing on its core brand and digital initiatives. On Oct 30, it announced a debut green bond of up to PLN 600 million due 2030.
Samsung’s “Project Moohan” XR Headset: A Cheaper Vision Pro Rival Set to Disrupt AR/VR in 2025

Meta’s Hyperscape Unveiled: Transforming Real Spaces into Virtual Worlds (Is This the Next XR Revolution?)

Meta launched Hyperscape in early access on September 17, 2025, for Quest 3 and 3S users in the U.S. The app scans real rooms using headset cameras, uploads data to Meta’s cloud, and returns a photorealistic 3D VR model after several hours. Early demos include Gordon Ramsay’s kitchen and the UFC Octagon. Sharing features are planned but not yet available.
Saint Kitts’ Internet Revolution: From Fiber-Fast Speeds to Satellite Connectivity

Saint Kitts’ Internet Revolution: From Fiber-Fast Speeds to Satellite Connectivity

About 76.4% of Saint Kitts & Nevis residents—roughly 35,800 people—used the internet at the start of 2025. Fiber-optic broadband is expanding, with Flow offering the only nationwide FTTH network and The Cable upgrading to fiber. Average fixed broadband speeds reach 146 Mbps down for Flow users. Internet packages cost around EC$86 (US$32) per month on average.
The ISP Revolution: How AI and Fiber Are Transforming Internet Access in 2025

The ISP Revolution: How AI and Fiber Are Transforming Internet Access in 2025

The U.S. has committed over $42.5 billion to expand fiber in unserved areas. South Korea leads globally, with fiber reaching 89% of broadband subscribers. China projects 90% fiber adoption by 2027, while India’s BharatNet has connected over 214,000 villages. The EU targets universal gigabit access by 2030.
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