News

Workday stock jumped on Thursday after a published report that private-equity firm Silver Lake is in talks to acquire the enterprise software company. According to the Reuters report, which cited people familiar with the matter, Silver Lake and Workday have held discussions about a possible deal in recent months. Barron’s has reached out to Workday and Silver Lake for comment.

Investor Day targets 50% free-cash-flow margins.

Strong AI demand may already be priced in.

Investing.com -- Workday (NASDAQ:WDAY) shares surged 25% Thursday afternoon following a Reuters report that private equity firm Silver Lake is in talks to acquire the company.

Workday Inc. shares jumped after a Reuters report that private equity firm Silver Lake is in talks to purchase the software provider.

Coherent recovered from an early decline as accelerating data-center sales and stronger margins reinforced its role in AI connectivity.

Private equity firm Silver Lake is in talks to acquire Workday, which has a market value of about $43 ‌billion, in a deal that would rank among the largest software ‌buyouts in history, according to people familiar with the matter. Silver Lake and the human-resources and financial ​management software company have held discussions about a potential deal in recent months, the people said. The talks are ongoing and there is no guarantee a deal will materialize, said the sources, who spoke on condition of anonymity because the discussions ‌are confidential.

Super Micro shares jump as $60 billion AI backlog powers stock rally

Investors believe Anthropic could target an IPO valuation north of $2 trillion, according to the Financial Times.

Peter Thiel-backed crypto exchange Bullish reported a $280 million net loss for the second quarter of 2026, reversing a $108.3 million profit in the same period a year earlier. Despite the loss, investors sent Bullish shares sharply higher after the market opened on Thursday. The stock was up 11.7% ...

Oil snapped its run of recent gains, as limited progress over a deal to end the Iran war left traders parsing how much oil is crossing the Strait of Hormuz. Francisco Blanch, Head: Commodities & Derivatives Research at Bank of America, discusses the global energy crunch and commodity outlook.

Lenovo just posted a quarter so strong it sent rival hardware stocks surging across the board, but whether that momentum can rescue one laggard with serious unresolved baggage is a very different question.

Five Below is making important structural improvements, transforming itself from a trend-driven retailer into a durable growth story, this analyst said.

Investing.com -- SanDisk (Nasdaq: SNDK) shares rose 12% following the company’s "In Focus" 2026 Investor Day, where leadership outlined a highly optimized financial model, durable customer partnerships, and a leading NAND technology roadmap designed to drive sustainable long-term value in the AI era. “Our strong performance today is the direct result of disciplined execution against the strategy we outlined 18 months ago,” said David Goeckeler, Chairman and CEO of SanDisk. Goeckeler highlighted

Nebius just tripled in 2025 and then surged another 34% in a single session, leaving investors who missed it facing a brutal choice between chasing a vertical spike and watching a high-growth AI cloud story potentially run without them.

Investing.com -- Jefferies said a divergence between rising earnings and falling share prices across the transport and logistics sector has created an attractive buying window, arguing the pullback reflects a position unwind rather than any deterioration in fundamentals.

Investing.com -- Wolfe Research upgraded two major pharmaceutical companies to Outperform on Thursday, citing stronger growth prospects, attractive valuations and a series of upcoming clinical catalysts.

Investing.com -- Jefferies upgraded Five Below to Buy from Hold and raised its price target to $350 from $210, arguing that investors are underestimating structural improvements at the discount retailer and focusing too heavily on the temporary boost from its popular “squishy” products.

Arcos Dorados Holdings Inc. (NYSE:ARCO) shares climbed 7% after the Latin American McDonald’s franchisee delivered second-quarter earnings and revenue above Wall Street forecasts.

Nebius (NASDAQ: NBIS), the Nvidia-powered AI cloud provider spun out of Russian internet giant Yandex and now headquartered in Amsterdam, is the direct vehicle for Burry’s trade. Nvidia itself remains the dominant hardware supplier underpinning the AI cloud boom, and any meaningful deceleration in infrastructure spending at companies like Nebius would weigh on GPU demand across the sector.

Grocery Outlet beats Q2 estimates and raises key 2026 targets as comparable-store sales and basket trends improve sequentially.

Applied Materials shares rise as AI boom fuels high-stakes earnings showdown

Five Dividend Aristocrats just crushed Q2 earnings and raised their guidance, but the window to buy them at current prices may close before September arrives.

The AI cloud company posted $582 million in revenue for the second quarter, well ahead of Wall Street's estimate of $570 million

Intuitive Machines’ second-quarter revenue grows more than 300% but that’s not enough to please Wall Street.

Investing.com - U.S. stock index futures pointed higher on Thursday, as investors digested fresh corporate earnings and deal news while continuing to assess the outlook for inflation and interest rates.

JD. com (NASDAQ:JD) shares fell around 2% in U.

A Minnesota man with insider access to his brother's company turned a modest retirement account into a fortune that federal tax law may never touch, and the same legal framework sits open to every American with a Roth IRA.

The networking company posted $17.25 billion in quarterly revenue and guided well above Wall Street expectations for the year ahead

JD.com reported better-than-expected results in the second quarter as the Chinese e-commerce titan made steady progress in narrowing losses at its food-delivery business.