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...

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.

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.

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 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, 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 […]

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...

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...

The S&P 500 Index ($SPX ) (SPY ) is up by +0.49% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.76%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.54%. E-mini S&P futures (ESU26 ) are up +0.50%, and September E-mini...

The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.81%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.53%. E-mini S&P futures (ESU26 ) are up +0.59%, and September E-mini...

A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the finance and hr software stocks, including Workday (NASDAQ:WDAY) and its peers.

Swapping out an ERP system has been compared to open-heart surgery, which is exactly why Oracle, SAP, and Workday have held their ground through every technology wave. Now an AI-native startup backed by a former Sequoia partner is betting that a rebuilt architecture can finally make the pain worth it.

Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Large Cap Fundamental Value Fund.” A copy can be downloaded here. Equity markets posted strong returns, with the Russell 1000 Value Index rising by 13.9%, although many individual stocks lagged. Notably, semiconductor stocks and AI-related sectors saw exceptional gains. The rally […]

Workday's operating margin jumped as subscription growth and AI adoption strengthened profitability, but sustaining the gains remains key.

AI-driven agents now exceed $600M in annual revenue, fueling 13% subscription growth.

Companies in The News Are: MRVL, WDAY, GAP, MNSO.

Strong quarterly results from Atlassian and a few other major SaaS firms are forcing investors to rethink the “SaaSpocalypse” thesis.

The Morning Bull - US Market Morning Update Monday, Aug, 31 2026 US stock futures are pointing slightly lower this morning, with E-mini S&P 500 contracts down about 0.3%, as investors weigh higher borrowing costs against softer inflation signals and a cooler jobs backdrop. The 10 year US Treasury yield has moved up to 4.73%, which means mortgages, credit cards and corporate borrowing can all become more expensive. At the same time, year ahead US inflation expectations have been revised to...

Workday's Q2 revenue grew 12.8% and margins widened as AI adoption accelerated, with $1.33 billion in buybacks and a new $4 billion authorization fueling a bullish, if capped, outlook.