$196.630
+8.180 (+4.16%)Zum Schluss
WDAY-News
WDAY-Events
Dow Rises Slightly, Nasdaq Falls 1%
The major averages were mixed near noon, with the Dow posting a small gain and the Nasdaq pulling back by 1%, as markets seek to stabilize at the end of a volatile week marked by hotter-than-expected inflation data and renewed concerns about the sustainability of AI-related investments. Technology stocks remain under pressure as investors question the debt financing and profitability underpinning the AI infrastructure boom. Despite these concerns, Treasury yields are holding steady after being elevated for weeks, and oil prices are easing somewhat but remain close to $100 per barrel.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Tesla'sElon Musk unveiled the redesigned, SpaceX-powered second-generation Tesla RoadsterCertain current investors in Anthropic and prospective investors in the company's upcoming public listing are considering a lower valuation for the Claude maker after its latest financial disclosures amid broader concerns over the ballooning AI valuations, Reuters reportsThe U.K.'s Competition and Markets Authority is proposing to designate Microsoftwith strategic market status in its business software ecosystemTravelersreported better-than-expected Q3 earnings and revenueExxon Mobilsaid that higher refining margins have added $4.5B to Q3 earnings2. WALL STREET CALLS:BofA double upgraded Fox Corp.to Buy from UnderperformWorkdaydowngraded to Sector Weight from OverweightRaymond James upgraded Capri Holdingsto Strong Buy from OutperformOppenheimer downgraded Equifaxto Perform from OutperformBrinkerupgraded to Strong Buy at Raymond James3. AROUND THE WEB:OpenAI has agreed not to use trade secrets that Appleclaims were stolen while their lawsuit plays out, and to collect forensic images of 14 employees' devices, Bloomberg reportsSeven Democratic senators accused Metaof potentially misusing federal R&D tax credits by claiming $6.6B over two years for AI data center construction, NY Times saysBritain's Labour government had tried to persuade UBSto shift its headquarters and stock market listing to London, FT reportsCircleis entering 40 emerging and developing countries as blockchain adoption is set to scale significantly, Reuters saysChinese automaker Geelysaid cars from its portfolio of brands will come included with Google'sin-car services, Reuters reports4. MOVERS:Alcoagains after reporting Q3 results, providing guidance for Q4, and backing its guidance for FY26Avino Silver & Gold Minesincreases in New York after Roth Capital upgraded the stock to BuyKarmanhigher after Macquarie initiated coverage of the stock with an Outperform ratingEmergent BioSolutionslower after announcing CFO Richard Lindahl will retireOmerosfalls after receiving a negative CHMP opinion on its MAA for narsoplimab5. EARNINGS/GUIDANCE:Fox Factoryprovided guidance for Q3 and Q4, and cut its outlook for FY26Citizens Financialreported Q3 results, with EPS beating consensusRegions Financialreported Q3 results, with CEO John Turner stating the company is "delivering strong results"Private Bancorp of Americareported Q3 results, with EPS missing consensusM&T Bankreported Q3 results, with EPS beating consensusINDEXES:Near midday, the Dow was up 76.68, or 0.15%, to 52,254.37, the Nasdaq was down 302.14, or 1.13%, to 26,410.88, and the S&P 500 was down 33.10, or 0.43%, to 7,710.96.
Accenture Partners with Workday to Launch FDE Program
The company states: "Accenture (ACN), in collaboration with Workday (WDAY) announced a joint forward deployed engineering - FDE - program to help organizations reinvent how work gets done in the age of AI. hrough the FDE program, Accenture and Workday will work alongside client HR and finance teams to bring agentic capabilities into production, helping organizations get Workday agents up and running faster and see ROI on their investments sooner. The teams will combine Accenture's function, industry, and engineering expertise with Workday's trusted agentic platform capabilities, working within clients' actual processes, data, policies and controls. The program will benefit from Accenture's own experience deploying and extending Workday's agentic capabilities at enterprise scale. These insights will help inform Workday product innovation and the approaches Accenture brings to clients."
Workday Partners with Anthropic to Integrate AI Platforms
Workday and Anthropic announced a new partnership that connects their platforms and agentic experiences, bringing Claude's frontier reasoning together with Sana AI agents and Workday's data and business context in HR and finance. The experience will come to life in either Sana, Workday's agentic experience and orchestration layer, or in Claude, depending on the work being done. With the new partnership, people can start work in Claude or in Sana, with their context and controls intact in each. Claude and Sana exchange information and tasks through the Model Context Protocol, an open standard, so work carries forward rather than starting over. Joint customers will also be able to build their own agents directly in Claude using Workday Agent-Ready Tools. Whichever way they come in, the rules stay anchored in Workday, and admins connect once, with no new permission model to build and no per-user setup. Anthropic is a Workday customer, with its finance and people operations on Workday Financials and Workday Human Capital Management. Workday builds with Claude, too. Sana in Claude plugin is now available to early access customers and expected to be generally available in late 2026.
Workday Signs Agreement to Acquire C1.ai
Workday has signed a definitive agreement to acquire C1.ai, an agentic identity platform for people and agents. C1.ai connects to the systems a business runs on - from email and CRM to code repositories, finance systems, and cloud infrastructure - giving each person and agent access and removing it the moment it's no longer needed. Organizations need to know who and what has access, why they have it, and when to remove it. Without those controls, AI agents can become lawless, creating security and compliance risks across the business. The transaction is expected to close in Q4 of Workday's FY27, ending January 31, 2027, subject to the satisfaction of customary closing conditions.
Moonshot AI Closes $50B Funding, Plans IPO Next Year
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.2027 IPO:Moonshot AI has closed the final round of private fundraising at a valuation of about $50B and is heading toward an initial public offering in Hong Kong in the first quarter of next year, Bloomberg's Sangmi Cha, Cindy Wang, and Julia Fioretti, citing to people familiar with the matter. The Chinese AI champion has also begun laying the groundwork to start gauging investor sentiment through early-look meetings starting as early as this month, some of the people said.CHIP SUPPLY:On Tuesday, CEO Lisa Su said AMDplans to increase its chip supply in 2027 to meet the growing demand from AI, Wen-Yee Lee of Reuters. "We've been able to increase our supply as we've gone through 2026, and we're going to substantially increase our supply in 2027," Su told reporters in Taipei, according to Reuters. Su recently visited Taiwan to ensure AMD's supply chain could ramp production. She has met with Foxconn and will also meet with TSMCas part of her discussions with local partners.FUNDING ROUND:Nvidia-backed cloud-computing company Lambda is raising up to $4B in a final round of fundraising before the company's planned initial public offering, The Wall Street Journal's Robbie Whelan, citing people familiar with the matter. The new funding will give the company a valuation of $14.5B, excluding the amount of the money raised.FRONTIER MODELS:Atlassianand OpenAI said they are expanding their partnership, "bringing frontier models in the GPT-6 family across Atlassian's platform to power AI experiences that help teams plan, build, and deliver work." The combination of both companies' capabilities "will give joint customers more ways to work with Atlassian products and OpenAI," they said in a statement. Under a new agreement, OpenAI frontier models will power agents across Atlassian's platform and Rovo. "Rovo combines OpenAI intelligence with Atlassian's Teamwork Graph, an enterprise context layer that connects people, projects, documents, and decisions, giving AI a deep understanding of how a company works," they added. The agreement gives Atlassian expanded access to the latest OpenAI frontier models.CONSTRAINTS ON GROWTH:AI is unlikely to replace core enterprise applications like Workday, but AI agents are increasingly performing tasks within those applications, creating constraints on Workday's growth and sustaining pressure from the broader SaaS disruption, The Information's Laura Bratton and Anita Ramaswamy.
Diese Seite dient nur der Recherche und ist keine Anlageberatung. Modelle können falsch liegen. Vergangene Wertentwicklung ist kein Indikator für die Zukunft.