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Palantir and These Software Stocks Slide in Seesaw With Chip Giants
Barrons.com19h agoneutral
Palantir and These Software Stocks Slide in Seesaw With Chip Giants

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.

Jim Cramer Compares Enterprise Software Dynamics in Workday and ServiceNow
Insider Monkey1d agoneutral
Jim Cramer Compares Enterprise Software Dynamics in Workday and ServiceNow

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 […]

Bloomberg2d agoneutral
Google’s AI Team Tells Job Seekers Its HR Filters Are Unreliable

(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

Cloudflare (NET) Just Landed Washington, So Why Are Losses Widening?
Insider Monkey2d agoneutral
Cloudflare (NET) Just Landed Washington, So Why Are Losses Widening?

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 […]

Workday (WDAY) Faces an AI Threat. Is the Investment Case Broken?
Insider Monkey2d agoneutral
Workday (WDAY) Faces an AI Threat. Is the Investment Case Broken?

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, […]

1 Software Stock to Own for Decades and 2 We Question
StockStory2d agoneutral
1 Software Stock to Own for Decades and 2 We Question

Software is eating the world, and virtually no business is left untouched by it. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 30.3% over the past six months, outpacing the S&P 500’s 10.9% rise.

Why Antipodes Trimmed Workday (WDAY) Despite Strong Cash Flow
Insider Monkey5d agoneutral
Why Antipodes Trimmed Workday (WDAY) Despite Strong Cash Flow

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 […]

Is Workday’s (WDAY) EarnIn Tie-Up a Small Step or a Shift in Its AI Payroll Edge?
Simply Wall St.13d agoneutral
Is Workday’s (WDAY) EarnIn Tie-Up a Small Step or a Shift in Its AI Payroll Edge?

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...

Insperity Q2 Earnings Call Highlights
MarketBeat14d agoneutral
Insperity Q2 Earnings Call Highlights

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 Q2 Earnings Call Highlights
MarketBeat14d agoneutral
ASGN Q2 Earnings Call Highlights

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

Investors Rotate Out of Chip Stocks
The Wall Street Journal15d agoneutral
Investors Rotate Out of Chip Stocks

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%.