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.
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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.
Workday Beats Q4 Expectations But Cautious 2027 Outlook Sparks Stock Plunge
Workday forecasts $9.93B–$9.95B subscription revenue for 2027 (below $10B estimates) as companies slow tech buys. Shares fall 9% despite solid Q4 beat; Anthropic AI news sparks $830B sector selloff.
The 2028 Intelligence Crisis: Why AI Success Could Be the Market’s Nightmare
A viral research report paints a scary AI future with high unemployment and crashing markets despite productivity gains. Software and payments stocks tank as investors react to the "what if AI success is bad?" scenario.
Jefferies Slashes Ratings on Four Software Stocks Amid AI Concerns
Jefferies downgraded Workday, DocuSign, Monday.com, and Freshworks to Hold due to AI risks hitting app software hard.