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Catalyst watch: Big bank earnings, CPI, and the Paris Auto Show
[Finance background] honglouwawa Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that may impact stock prices next week. MONDAY - OCTOBER 12 * VOLA…
The AI SaaSpocalypse was supposed to crush software stocks — but this happened instead
So much for the SaaSpocalypse eating all software stocks alive until they hit $0. The overused 2026 market slang — which promoted the view that AI players like Anthropic (ANTH.PVT) and OpenAI (OPAI.PVT) would crush the business models of s…
The SaaSpocalypse is dead: Software stocks make a comeback
Yahoo Finance Executive Editor Brian Sozzi declares the so-called "SaaSpocalypse" dead and buried as software stocks stage a comeback. After months of pressure and fears that AI could disrupt the software industry, many beaten-down names h…
The SaaSpocalypse is dead: Software stocks make a comeback
Yahoo Finance Executive Editor Brian Sozzi declares the so-called "SaaSpocalypse" dead and buried as software stocks stage a comeback. After months of pressure and fears that AI could disrupt the software industry, many beaten-down names h…
Strada unveils Aon partnership and new AI-powered innovations ahead of Workday Rising U.S. 2026
THE WOODLANDS, Texas, Oct. 9, 2026 /PRNewswire/ -- Strada, a people, payroll and technology leader that simplifies international workforce management and Workday Platinum Partner, today announces new alliances, innovations and expanded off…
Workday (WDAY) Extends Credit Access, Is It Still 66% Below Fair Value?
Workday (WDAY) has expanded its revolving credit facility to US$1.5b and extended access through 2031, giving the software company more financial flexibility as its stock reacts to shifting earnings expectations. Recent trading tells a mix…
Workday (WDAY) Broadens Cash Cycle Automation For Finance Customers
Workday (NasdaqGS:WDAY) partner Auditoria.AI announced broader autonomous Cash Cycle solutions for Workday finance users, including intelligent automation tools. The update adds finance-led governance features that aim to tighten controls…
Workday (WDAY) Stock Looks Undervalued Even As Caution Persists
Workday shares closed at US$187.81 and have delivered a 30.7% decline over the past 5 years, which puts the focus squarely on whether the current valuation lines up with the cash the business is expected to generate. With fresh headlines a…
Workday Named as a Market Shaper in the 2026 Gartner® Emerging Market Quadrant for AI Agents in Human Resources -- Established Vendors
PLEASANTON, Calif., Oct. 8, 2026 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the agentic platform for HR, finance, and IT, today announced it was named as a Market Shaper in the inaugural Gartner Emerging Market Quadrant (eMQ) for AI Age…
Trintech to Showcase Governed AI for Finance at Workday Rising 2026
JD Finish Line and RaceTrac join Trintech to showcase finance transformation powered by Trintech and Workday PLANO, Texas, Oct. 8, 2026 /PRNewswire/ -- Trintech, a trusted AI platform for governed autonomous finance, today announced its Si…
Why Workday (WDAY) Dipped More Than Broader Market Today
In the latest trading session, Workday (WDAY) closed at $184.26, marking a -1.23% move from the previous day. This move lagged the S&P 500's daily loss of 0.22%. At the same time, the Dow lost 0.66%, and the tech-heavy Nasdaq lost 0.22%. T…
SAP to Acquire TechWolf to Strengthen AI-Powered Workforce Management
SAP SE SAP has entered into an agreement to acquire TechWolf, an AI work intelligence platform provider, strengthening its workforce and talent management capabilities as enterprises increasingly adopt AI. The transaction is expected to cl…
Strada and EY announce strategic alliance to set a new standard in integrated global payroll solutions
Alliance brings together complementary global payroll capabilities, technology and expertise to help multinational organisations simplify complex payroll operations and improve governance, compliance and service quality THE WOODLANDS, Texa…
Best Application Software Stocks: Citi’s Latest Top Picks
Investing.com -- Citi has updated its rankings for U.S. application software stocks, focusing on back office software coverage following recent adjustments to earnings estimates and valuations. The investment bank is prioritizing companies…
Auditoria expands governed Cash Cycle autonomy for Workday finance customers
Auditoria SmartResearch, Governed Autonomy, and AI Outcomes bring action, intelligence, and finance-led governance together across AP and AR SANTA CLARA, Calif., Oct. 06, 2026 (GLOBE NEWSWIRE) -- Auditoria.AI, the leader in agentic artific…
Leslie Womble is Vinson & Elkins’ New Chief Talent Officer
By Karen Roman Vinson & Elkins said Leslie Womble is the firm's new Chief Talent Officer, based in Dallas. Ms. Womble previously served as partner and Chief Human Capital Officer at Cambridge Associates. She will lead Vinson & Elkins' glob…
3 Nasdaq 100 Stocks with Open Questions While the Nasdaq 100 (^NDX) is filled with cutting-edge technology and consumer companies, not all are on solid footing. Some are dealing with declining demand, high costs, or regulatory pressures th…
Workday Global Workforce Report: AI Is Rewriting Jobs More Than It's Cutting Them
Demand for Basic AI Skills Fell 25% This Year as Companies Look for People Who Can Build With AI, Not Just Prompt It Meanwhile, the Usual Ways People Grow at Work, Like Promotions and Moves to New Internal Roles, Are Stalling PLEASANTON, C…
Guild Achieves Workday Certified Integration Status to Simplify Workforce Data Connectivity
Certified Workday Human Capital Management connector streamlines employee eligibility management, improves data accuracy, and helps employers deliver education benefits more efficiently DENVER, October 05, 2026--(BUSINESS WIRE)--Guild, a l…
Should You Invest in the Invesco S&P 500 Equal Weight Technology ETF (RSPT)?
Launched on November 1, 2006, the Invesco S&P 500 Equal Weight Technology ETF (RSPT) is a passively managed exchange traded fund designed to provide a broad exposure to the Technology - Broad segment of the equity market. While an excellen…
Stock index futures lower as Treasury yields retreat
[Wall Street sign, New York City, USA] mbbirdy/E+ via Getty Images Stock index futures were lower on Monday as interest rates remained in focus while Treasury yields seemed to take a breather. Dow futures (INDU [https://seekingalpha.com/sy…
Workday (WDAY) Stock Slides as Market Rises: Facts to Know Before You Trade
Workday (WDAY) closed at $186.75 in the latest trading session, marking a -1.95% move from the prior day. The stock's change was less than the S&P 500's daily gain of 0.2%. Elsewhere, the Dow saw an upswing of 0.04%, while the tech-heavy N…
* Workday (WDAY [https://seekingalpha.com/symbol/WDAY]) announced on Thursday that it has launched in the United Arab Emirates. * "The UAE is a key market in Workday's growth strategy, with organizations pursuing transformation against som…
Workday Launches in the UAE to Help Organisations Transform HR, Finance, and IT in the AI Era
New Dubai Office, Expanded Local Leadership, and Fresh Research Signal Workday's Long-Term Commitment as AI Adoption Accelerates Across the UAE DUBAI, UAE, Oct. 1, 2026/PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the enterprise AI platfor…
4 stocks to watch on Wednesday: CAG, MRNA, SPCX, and WDAY
[Emerging Financial Data - Stock Market, Prosperity, Bull Market - Blue Version] DKosig Stock index futures were muted on Wednesday as the recent rally in Treasury yields looked to take a breather, while traders turned their focus to sever…
Guidehouse Helps California Counties Modernize Core Operations
San Joaquin and Santa Cruz Counties adopt unified Workday ERP to strengthen financial management, workforce operations, and service delivery MCLEAN, Va., Sept. 30, 2026 /PRNewswire/ -- Guidehouse, a global professional services firm servin…
The gut-check questions every leader needs to ask before building with AI
There's an idea gaining traction in enterprise technology: companies can save millions by using AI to build their own software. Forget buying a platform like SAP, Workday, or HubSpot. Instead, CIOs and their teams are creating custom apps…
Teem Brings AI-Native Supplier Intelligence to Workday Spend Management
Named a Workday Partner, Teem integrates with Workday Strategic Sourcing and Workday Contract Lifecycle Management to help joint customers discover the right suppliers faster and stop redundant spend before it happens SAN DIEGO, September…
KnowBe4 Launches New Integration with Workday Learning to Streamline Security Awareness and Compliance Training
New Workday Cloud Connect for Learning integration automatically synchronizes training records and keeps content up-to-date, reducing administrative effort TAMPA BAY, Fla., September 28, 2026--(BUSINESS WIRE)--KnowBe4, a cybersecurity comp…
Michael Burry: Trump 'cannot afford' to let AI boom fail
[Artificial Intelligence On Circuit Board With Colorful Bar Charts, Futuristic Tech And Data Visualization] Alllex/E+ via Getty Images * Michael Burry argues that the AI sector's success is now just as vital to the U.S. government as it is…
Insperity (NSP) Expands HRScale With Workday, Is The Stock Still Cheap?
Insperity (NSP) is back in focus after the company reported progress with its Insperity HRScale solution, which pairs Workday technology with its full-service PEO offering for rapidly growing and midsized employers. Recent trading tells a…
[Aerial View of a Fog-Filled, Pacific Northwest Landscape Near Portland, Oregon] Velvetfish/iStock via Getty Images Goldman Sachs says investors should focus on stocks where they see a differentiated view on long-term revenue growth as val…
Accenture (ACN) Joins Anthropic’s AI Safety Effort. Can it Turn Evaluation into Profits?
On September 18, 2026, CNBC reported that Anthropic selected Accenture plc (NYSE:ACN) as its first embedded evaluator. It is the initial concrete step in implementing CEO Dario Amodei's proposal to slow the pace of AI development. Accentur…
Can WDAY's Introduction of Total Benefits Boost Its Growth Prospects?
Workday, Inc. WDAY has launched Total Benefits, a new artificial intelligence (AI)-powered solution that brings employees' health, financial and wellbeing programs together in one place. The solution aims to simplify administration for emp…
How Will SAP's AI Platform Support Cloud Revenue Growth?
SAP SE SAP is expanding its AI capabilities as it works to support growth in its cloud business. In the second quarter of 2026, SAP's cloud revenue increased 24% to €6.3 billion, supported by solid execution of on-premises-to-cloud ERP mig…
Block Expands Square and Cash App's Reach With Apple & Workday Deals
Block XYZ is expanding the reach of its two major ecosystems, Square and Cash App, through separate integrations with Apple and Workday. Square has introduced an Apple Business integration that allows eligible sellers to manage and synchro…