$WDAY
2 long-form articles and 7 pre-market mentions covering $WDAY from AskMelon Research.
Workday's Subscription Growth Has Slipped to 14% While the Machines It Sells Eat Its Own Seats
Workday is the back-office operating system for much of the Fortune 500 — the place payroll runs, the place the general ledger closes, the place a corporation's people and money are recorded — and for…
ServiceNow's AI Is Under a Tenth of the Business and the Whole of the Story
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Sunday, August 30, 2026
The week of August 24–28 delivered three seismic data points in rapid succession — NVIDIA's $96.2B Q2 print (+106% YoY, Q3 guide $108B) confirmed the AI capex supercycle on Wednesday AH, lifting the S…
Friday, August 28, 2026
Warsh steps to the podium at Jackson Hole at 10:00 AM ET — his inaugural address as Fed Chair arrives simultaneously with the BLS preliminary benchmark revision (street estimates: −200K to −600K cumul…
Thursday, August 27, 2026
NVIDIA delivered the AI infrastructure verdict overnight — $96.22B in Q2 revenue, a Q3 guide of $108B resetting the entire AI capex cycle upward, and a 5th consecutive EPS beat — yet the 2.6:1 call sk…
Sunday, May 24, 2026
The week of May 18–22 ended with the S&P 500 posting its eighth consecutive winning week (7,408→7,473.47, +0.9%) after NVIDIA delivered the most comprehensive earnings beat of the AI era — $81.62B rev…
Friday, May 22, 2026
Workday and Ross Stores delivered the week's cleanest post-earnings setups overnight — WDAY +10.8% AH on doubled AI-agent customer counts and ROST's historic +20% EPS beat — but today's session is def…
Thursday, May 21, 2026
NVIDIA delivered its most comprehensive beat in two years — $81.6B revenue, $91B Q2 guide, $80B buyback, and a 25x dividend hike — yet traded down 1% after the close as the market processed the parado…
Wednesday, May 20, 2026
The dual binary that has suppressed three consecutive S&P losses arrives today: FOMC April Minutes drop at 2:00 PM ET revealing the 8-4 dissent's rate-hike language, and NVIDIA Q1 FY2027 prints after …