News

If you own Workday (WDAY) or Autodesk (ADSK), you hold the same bet: the company that already keeps a customer's data gets paid as that customer adopts AI. Workday keeps HR and finance records, and Autodesk keeps design, manufacturing, and construction data.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...

Key Stats for Workday StockPrice change for Workday stock: 6%$WDAY Stock Price as of Sep. 17: $19952-Week High: $250$WDAY Stock Price Target: $209What Happened?Workday (WDAY) stock jumped after CNBC’s David Faber reported that financing talks for a potential take-private deal are still moving forward.

A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery across growth-oriented equities following the Federal Reserve's interest rate increase.

The funding, led by founder and Chairman Dave Duffield, values the company at $1.4 billion.

Workday (NasdaqGS:WDAY) has appointed Sarah Kennedy Ellis as Chief Marketing Officer, effective immediately. Ellis previously held senior marketing roles at Google and Adobe, bringing large scale enterprise software and cloud marketing experience. Her remit covers Workday's global marketing, brand narrative and go to market messaging for its AI focused product portfolio. The Sarah Kennedy Ellis CMO move only hints at how Workday may reshape its AI era marketing and growth story. We have also...

The S&P 500 Index ($SPX ) (SPY ) is down by -0.58% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.95%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.69%. E-mini S&P futures (ESU26 ) are down -0.56%, and September E-mini...

FEATURE Stock futures were falling on Tuesday as a rally in oil prices drove the yield to its highest level in more than 19 years. Chip and memory stocks were edging higher, having taken a battering on Monday after several top executives called for a slowdown in AI development.

Software moved against the chip tape on September 14. Workday, Inc. (NASDAQ:WDAY) and Adobe Inc. (NASDAQ:ADBE) rose roughly 2.5% to 3% as chip stocks fell following calls to slow frontier AI development. The market has spent much of the year asking whether stronger models make incumbent software obsolete. A slower frontier suddenly makes the opposite question […]

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.

Investors are fleeing top AI names after fears the technology is advancing too quickly, which lifted a group of software and media stocks.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...

The S&P 500 Index ($SPX ) (SPY ) is down by -0.65% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.20%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.48%. E-mini S&P futures (ESU26 ) are down -0.58%, and September E-mini...

Workday (NASDAQ:WDAY) shares rose 2. 8% in pre-market trading to $190.

Bending Spoons (BSP) has agreed to acquire workspace collaboration platform Miro in an all-cash deal

Clay offers technology designed to help businesses identify potential customers, monitor market signals, and personalise outreach.

Clay has reached a $7.1 billion valuation following a $115 million Series D funding round led by Wellington Management. The round included participation from Sequoia, a16z, StepStone, Perennial, CapitalG, and DST. This valuation marks a significant increase from the $3.1 billion mark the company held in August 2025, representing more than a doubling of value […]

The enterprise software platform for HR, finance, and IT reported a notable insider stock sale.

The S&P 500 Index ($SPX ) (SPY ) is down -0.32% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -1.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.04%. E-mini S&P futures (ESU26 ) are down -0.33%, and September E-mini Nasdaq futures (NQU26...

The S&P 500 Index ($SPX ) (SPY ) is down -0.34% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.19%. E-mini S&P futures (ESU26 ) are down -0.41%, and September E-mini Nasdaq futures (NQU26...

Workday's Q2 beat, accelerating AI adoption and a higher-margin outlook shift attention to whether AI can drive fiscal 2028 growth.

Workday pairs 13% subscription growth, rising AI adoption and strong cash flow with a mixed valuation and ongoing competition and execution risks.

Workday's 49.7% three-month rally is backed by stronger Q2 results, AI contract growth and margin gains, while valuation and competition remain checks.

Workday, Inc. (NASDAQ:WDAY) reported fiscal second-quarter revenue of $2.65 billion, up nearly 13% year over year and above the $2.64 billion analysts expected, Reuters reported, citing LSEG data. Subscription revenue rose 13.9% to $2.471 billion. Chief Commercial Officer Rob Enslin said, “Over half of our net new wins in the second quarter signed up for […]

Investing.com -- Artificial intelligence could prove a surprise tailwind for software companies if productivity gains spur businesses to hire more workers rather than cut headcount, Bernstein analysts said, challenging one of the sector’s key bearish narratives.

Human resources and financial software provider Workday, Inc. (NASDAQ:WDAY)’s shares are down by more than 10% over the past year and by more than 3% year-to-date. Cramer discussed the firm on August 28th and commented on its CEO and new products. Like other SaaS firms, Workday, Inc. (NASDAQ:WDAY) has also struggled in the AI era […]

Oracle (ORCL) is using cost savings from workforce reduction to fund its artificial intelligence inf

The S&P 500 Index ($SPX ) (SPY ) is down by -0.46% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.68%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.03%. E-mini S&P futures (ESU26 ) are down -0.51%, and September E-mini...

Adobe named an internal successor days before a scheduled earnings report, and investors are not treating the timing as a coincidence. The question hanging over the stock is whether the new CEO can answer what the AI era actually means for the company's core business.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.16% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.138%, and September E-mini...