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↗️ Reddit (RDDT): The social-media platform was selected to join the S&P 500 index. Shares jumped 12% following the news. ↘️ Applied Materials (AMAT): The semiconductor-equipment maker reported higher third-quarter net income and increased revenue, but failed to impress investors.
The Morning Bull - US Market Morning Update Friday, Aug, 14 2026 US stock futures edge higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors focus on fresh inflation clues and rising government borrowing. The key data point is July producer prices, which are projected to rise 0.2% for overall PPI and 0.3% for core PPI that strips out food and energy. This matters because it shows what companies are paying to make goods, which can later shape what consumers pay on the...
<body><p>VIDEO SHOWS: N/A</p><p>STORY: "It's been a wild ride for software companies."</p><p>:: Sources say Silver Lake is in talks to acquire Workday</p><p>"Silver Lake has been in talks with Workday for a take-private deal."</p><p>:: New York / August 13, 2026</p><p>:: Milana Vinn, Correspondent</p><p>"Sources have told us that talks have been going on for months, but we are yet to establish how advanced these discussions are. This would be a really significant deal because software deals have been largely on the sidelines this year.</p><p>"The reason why is because earlier this year, frontier labs had released some of the AI agents that created fear in the market that software companies may not be that valuable as they used to be in the past. So we saw this broader sell-off of software stocks and some companies with pretty strong fundamentals like Workday had been part of that mix. The company actually was down 15% since the beginning of the year before Reuters reported on the discussions. So it creates an opportunity for a sponsor like Silver Lake to come in and do a deal of that size. Silver Lake's also has done deals like this before."</p><p>"Earlier this month, Silver Lake had completed their $55 billion acquisition of Electronic Arts, which is a really significant deal as well. For that deal, they had partnered with their co-investors. So I assume, and we hear from sources that that's likely the case. They will partner with a co-investor for a take-private of Workday."</p><p>"It's really significant because it shows that there is confidence that the terminal value of software companies is still there. And AI is not as significant of a risk for some companies as we previously thought, the market previously thought."</p></body>
Dan Niles, founder of Niles Investment Management, said in a post on X on Thursday that Silver Lake’s potential acquisition of Workday would likely create a support for software stocks.
JPMorgan resumed coverage of Salesforce with an ‘Overweight’ rating and $250 price target, implying an upside of more than 24%.
Derek Hernandez is a senior Emerging Technology analyst at PitchBook Today, it became abundantly clear that private equity now believes public markets have priced AI risk too indiscriminately. Thoma Bravo agreed to buy specialty-insurance platform Accelerant for over $4 billion and a 49% premium to Wednesday’s close. Hours later, Reuters reported that Silver Lake has discussed acquiring Workday, the enterprise software provider currently valued at around $43 billion. Although the Workday transac
StoneCo (STNE) delivered earnings and revenue surprises of +2.17% and -2.91%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
The S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.
Inflation, earnings and chip stocks were top of mind for investors on Thursday.
The S&P 500 cruised through the latest round of earnings reports and inflation data to close at a record high on Thursday. The Nasdaq Composite was up 0.8%. Artificial intelligence stocks were once again at the vanguard, but a broad collection of S&P 500 stocks closed higher.
US equity indexes ended higher Thursday after a weak producer price inflation report and a drop in c
Private equity firm Silver Lake is reportedly in discussions to acquire cloud software pioneer Workday in what could become one of the largest tech buyouts ever.
Workday stock soared on Thursday a report that private equity firm Silver Lake is in talks to buy the human resources software maker.
Workday stock surged after a report of a possible takeover by private equity firm Silver Lake.
Shares of Workday are posting record gains after Reuters reported that Silver Lake is in talks to buy the human-resources software company. At today’s highs, Workday was up around 30%, its biggest intraday surge ever, according to Dow Jones Market Data.
Workday stock jumped on Thursday after a published report that private-equity firm Silver Lake is in talks to acquire the enterprise software company. According to the Reuters report, which cited people familiar with the matter, Silver Lake and Workday have held discussions about a possible deal in recent months. Barron’s has reached out to Workday and Silver Lake for comment.
Investing.com -- Workday (NASDAQ:WDAY) shares surged 25% Thursday afternoon following a Reuters report that private equity firm Silver Lake is in talks to acquire the company.
Workday Inc. shares jumped after a Reuters report that private equity firm Silver Lake is in talks to purchase the software provider.
Private equity firm Silver Lake is in talks to acquire Workday, which has a market value of about $43 billion, in a deal that would rank among the largest software buyouts in history, according to people familiar with the matter. Silver Lake and the human-resources and financial management software company have held discussions about a potential deal in recent months, the people said. The talks are ongoing and there is no guarantee a deal will materialize, said the sources, who spoke on condition of anonymity because the discussions are confidential.
ServiceNow just delivered one of enterprise software's strongest quarters on record, yet the stock sits 25% below its 52-week high. Something in that disconnect is driving a bold call from our analysts, and the reasoning behind it challenges the market's entire read on AI monetization.
Palantir slid 1.2% and Microsoft dipped 1.1%. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the market that demand for AI remains robust.
Palantir slid 1.3% and Microsoft dipped 0.7% in the premarket. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the market that demand for AI remains robust.
Here’s a way to get paid a cash income now on your ADP shares, income you keep no matter what, in exchange for capping your gains at a price above today's.
During Mad Money’s episode aired on August 3, host Jim Cramer spotlighted Workday, Inc. (NASDAQ:WDAY) after the enterprise software firm surged 31% in July, placing it among the top four gainers in the S&P 500 for the month. Cramer highlighted how Workday began reclaiming ground after extended selling pressure tied to artificial intelligence concerns. He […]
(Bloomberg) -- Alphabet Inc.’s Google pitches its artificial intelligence tools to corporate clients as a way to more quickly sift through a mountain of job applications to find the most promising candidates. Some of its own AI researchers don’t want to rely on these tools when recruiting.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman Deal ‘Ver
On August 10, Cloudflare (NYSE:NET) announced that Cloudflare for Government achieved FedRAMP High authorization and GovRAMP Moderate authorization, with the intent to pursue Department of Defense Impact Level 4 clearance next. The news landed days after a second-quarter report, on August 6, showing 36% revenue growth alongside a GAAP operating loss that nearly tripled. Cloudflare […]
In the latest trading session, Workday (WDAY) closed at $184.19, marking a +2.53% move from the previous day.
Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory’s Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, […]
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