Workday Stock Slides After BTIG and Deutsche Bank Downgrades
Workday shares fall as BTIG and Deutsche Bank cut ratings from Buy after Silver Lake buyout rumors. Valuation concerns hit the recent rally.
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Silver Lake Eyes Workday in One of the Biggest Software Takeovers Ever
Talks are ongoing as Workday shares fall amid AI concerns.
Morgan Stanley Downgrades Tech Stocks as AI Payoff Doubts Mount
Morgan Stanley downgraded Salesforce, Workday, Intuit, SPS Commerce, Rapid7, PagerDuty, Wix, Vertex, and Nice, citing slow AI revenue growth and legacy business weakness. Price targets cut sharply.
Workday Stock Jumps on Q1 Beat as Returning CEO Drives AI Momentum
Workday shares jumped after beating Q1 estimates. Returning CEO Aneel Bhusri said AI agents more than doubled as the company raised its full-year margin outlook.
Trump’s Massive Tech Stock Shopping Spree in Early 2026
U.S. President Donald Trump disclosed hundreds of millions in stock trades in Q1 2026 — heavy buys in Nvidia, Microsoft, Adobe, ServiceNow and more during the tech selloff.
Michael Burry: "Anthropic is Eating Palantir's Lunch"
Michael Burry warns: Anthropic’s easy, cheap AI is outpacing Palantir, which may lose private business despite gov’t contracts.