Notícias

Workday (WDAY) is back in focus after Antipodes Partners trimmed its position in the stock during Q2 2026. The fund cited concerns about AI pressure on Workday’s seat based pricing and long term margins. See our latest analysis for Workday. Workday’s recent pullback in total shareholder return over one and five years contrasts with sharp short term share price momentum, with a 40.53% 90 day share price return and a series of AI related sector sell offs putting valuation and risk firmly back...

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...

Stock Market Today: The Dow Jones index rises Friday ahead of a pivotal July jobs report. AI name Cloudflare stock soars on earnings.

The software sector slumped on Thursday after quarterly results from Datadog, HubSpot, and Figma.

A number of stocks jumped in the afternoon session after the software sector caught a massive tailwind, fueled by easing geopolitical tensions and a fresh wave of AI-driven M&A.

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

ADP's solid growth, margin gains and cash returns support its appeal, but a 21.5X valuation leaves little room for execution setbacks.

Investors took profits in high-flying chip stocks and rotated into beaten-down software names, while also seeking the relative safety of defensive sectors such as energy and financials.

Workday (WDAY) concluded the recent trading session at $160.34, signifying a +1.41% move from its prior day's close.

Workday (WDAY) concluded the recent trading session at $160.34, signifying a +1.41% move from its prior day's close.

The S&P 500 is on pace to log its worst July performance since 2014. These are the best and the worst performing stocks in the index for the month.

Workday (WDAY) concluded the recent trading session at $158.11, signifying a -5.89% move from its prior day's close.

EarnIn recently announced it will integrate its earnings management tools into Workday’s Enhanced Direct Deposit Switching platform, aiming to streamline payroll enrollment and improve data integrity for employees of Workday payroll customers starting October 1, 2026. This partnership could strengthen Workday’s appeal to enterprises by adding employee-focused financial wellness features that enhance the broader value of its HR and payroll ecosystem. We’ll now examine how integrating EarnIn’s...

ServiceNow has shed nearly half its value in a year while its AI platform racks up billion-dollar milestones, and one major analyst thinks the gap between where shares trade today and where they belong is far wider than Wall Street admits.

Is it a good or bad thing when a stock surpasses resistance at the 200-day simple moving average?

Workday (WDAY) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Insperity (NYSE:NSP) reported second-quarter 2026 adjusted earnings per share of $0.34 and adjusted EBITDA of $36 million, exceeding the midpoint of its projected ranges. Adjusted EPS rose 31% from a year earlier, while adjusted EBITDA increased 13%, as the professional employer organization continu

ASGN (NYSE:EFOR), reporting its first quarterly results under the Everforth name, said second-quarter revenue exceeded $1 billion and adjusted EBITDA margin reached 9.6%, with both measures surpassing the high end of its guidance range. Chief Executive Officer Ted Hanson said the performance reflec

(Updates with market moves at the end of the day and the Fed decision.) US stocks slid Wednesday

US benchmark equity indexes fell intraday as traders awaited the Federal Reserve's policy decision a

The market has been spooked by concerns of tech giants’ ballooning spending and signs that China may be catching up in the AI arms race. Asian chip stocks plunged, sending South Korea’s Kospi index 10% lower and Japan’s Nikkei down 4%. The worst-hit American names included memory makers Sandisk which fell another 14%, and Micron, which shed 8.9%.

Most software companies are expected to show a slowing pace of sales growth over the next two years. Oracle and DigitalOcean are among the exceptions.

Should investors be excited or worried when a stock crosses above the 20-day simple moving average?

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.51%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.32%. September E-mini S&P futures (ESU26 ) rose +0.02%, and September E-mini Nasdaq futures...

Enterprise software names are staging one of their sharpest single-day reversals of the year, and the catalyst has less to do with their own fundamentals than with what is happening in a completely different corner of the market.

All three major indexes were lower than they started today's trading session, and chip stocks were leading the march lower. The Nasdaq was down 0.6% while the S&P 500 fell 0.3%, a reversal from early gains. The Dow was up, 0.2% or 89 points.

Enterprise software providers, many left behind in the artificial-intelligence boom, were the apparent beneficiaries of a pullback in chip and hardware stocks. Workday the human-resources software provider, was the top performer in the large-cap index on Monday, jumping 9.3%. Altogether, the much-watched exchange-traded fund, or IGV, rose 4%, while the ETF, or SOXX, slumped 3.1%.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.56%. September E-mini S&P futures (ESU26 ) are up +0.65%, and September E-mini Nasdaq futures...

Stock Market Today: The Dow Jones index jumped 575 points on hopes of U.S.-Iran talks. Oil prices plunged 7% premarket Monday.