Workday Inc（WDAY）資訊與事件WDAYWorkday Inc

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.

Major Averages Rise for Second Day Amid Treasury Yield Retreat

The major averages were higher for a second day in a row amid a Treasury yield retreat and a nearly 2% decline in oil prices. The market's broader gains were bolstered by a number of chip names - including Marvell, Nvidia, and Broadcom - as traders take advantage of renewed optimism in artificial intelligence.The bond market remains the biggest source of tension beneath the equity rally. The 10-year Treasury yield was trading around 5.26% after touching 5.35% Monday, its highest level since 2002, while the 30-year yield briefly reached 5.70%.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:McKessonand CD&R agreed to acquire Option Care Healthfor $32.05 per shareConstellation Energyand Googleannounced a long-term clean energy collaborationUberagreed to acquire ezCater in a $2.3B all-cash transactionParamount Skydancehas completed its takeover of Warner Bros. Discovery, with the combined entity now named SkydanceAMDintends to increase its chip supply in 2027 to meet growing demand, Reuters reports2. WALL STREET CALLS:Nikedowngraded to Sell at BerenbergCleveland-Cliffsupgraded to Overweight at Wells FargoVertivinitiated with a Sell at GLJ ResearchDeutsche Bank upgraded Penn Entertainmentand Boyd Gamingto BuyBarclays started Intelliaat Underweight on expected commercial headwinds3. AROUND THE WEB:McDonald'shas been sued in Chicago's federal court in a proposed nationwide class action, with the suit alleging the company is illegally coordinating menu prices across its franchises through an AI-powered pricing system, Reuters reportsNvidiais edging closer to becoming the first company with a $6T market capitalization, Bloomberg reportsAriel Investments, which has a 5.4% stake in Mattel, said it believes the company's shares remain significantly undervalued with its current structure as a public company, WSJ saysAI is unlikely to replace core enterprise applications like Workday, but AI agents are increasingly performing tasks within those applications, The Information saysDisneyis escalating its dispute with the FCC into federal court, seeking to block the agency's unusually early review of licenses for its eight ABC-owned stations, NY Times reports4. MOVERS:Xanadu Quantumgains in New York after entering a strategic multi-year partnership with GlobalFoundriesSecuritizeincreases after announcing a strategic partnership with LG CNS to advance the development of tokenized assets and digital asset infrastructure in South KoreaCortevahigher after JPMorgan upgraded the stock to OverweightArriVentfalls after announcing its Phase 3 firmonertinib trial did not meet its primary endpointSpyre Therapeuticslower after announcing a 4.12M share offering5. EARNINGS/GUIDANCE:RPMreported Q1 results and provided guidance for Q2 and FY27Apogee Enterprisesreported Q2 results and raised its outlook for FY27, with CEO Don Nolan noting results "exceeded our expectations"Zscalerbacked its outlook for Q1 and FY27Blaizeprovided guidance for Q3 and cut its outlook for FY26Lamb Westonreported Q1 results and increased its guidance for FY27, with CEO Mike Smith calling it a "solid start to the year"INDEXES:Near midday, the Dow was up 338.28, or 0.66%, to 51,606.18, the Nasdaq was up 229.35, or 0.83%, to 27,706.66, and the S&P 500 was up 66.84, or 0.86%, to 7,840.79.