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How Pershing Square’s AI-Focused Stake and New Partnerships At Mastercard (MA) Has Changed Its Investment Story
Simply Wall St.1d agobullish
How Pershing Square’s AI-Focused Stake and New Partnerships At Mastercard (MA) Has Changed Its Investment Story

In recent days, Mastercard’s Eastern Europe, Middle East and Africa unit named 20-year company veteran Yasemin Bedir as its next president effective September 1, 2026, while the company also expanded collaborations ranging from crypto-compliant cross-border stablecoin payments with Borderless.xyz to merchant cloud services with Fiserv and enhanced co-branded card benefits with American Airlines and Citi. At the same time, Bill Ackman’s Pershing Square has disclosed a new position in...

Centene (CNC) Stock Still Looks Like A Bargain As Shares Jumped 145%
Simply Wall St.1d agobullish
Centene (CNC) Stock Still Looks Like A Bargain As Shares Jumped 145%

Centene stock has surged over the past year, yet the current checks still suggest it leans on the cheap side, so investors are weighing how much of the recent optimism is already reflected in the price. Centene has returned 145.2% over the past year, which puts a spotlight on whether the recent share price strength is outpacing the underlying fundamentals. Raised expectations for future revenue and earnings, together with a plan to redeem part of its debt, can support the case for improved...

AeroVironment (AVAV) Could Be 16% Undervalued Following Tariffs And New Defense Wins
Simply Wall St.1d agobullish
AeroVironment (AVAV) Could Be 16% Undervalued Following Tariffs And New Defense Wins

AeroVironment (AVAV) stock action is drawing attention after new US tariffs on imported drones and components, a sizable U.S. Army unmanned systems contract, and a recent partnership focused on autonomous defense technologies. See our latest analysis for AeroVironment. AeroVironment’s recent 32.0% 30 day share price return and 19.9% 90 day share price return suggest building momentum, even though the year to date share price return is down 26.1% and the 1 year total shareholder return is down...

Silver Lake in talks to buy Workday: sources
Reuters Videos1d agobullishVIDEO
Silver Lake in talks to buy Workday: sources

<body><p>VIDEO SHOWS: N/A</p><p>STORY: "It's been a wild ride for software companies."</p><p>:: Sources say Silver ‌Lake is in talks to acquire Workday</p><p>"Silver Lake has been in talks with Workday for a take-private deal."</p><p>:: New York / August 13, 2026</p><p>:: Milana Vinn, Correspondent</p><p>"Sources have told us that talks have been going on for months, but we are yet to establish how advanced these discussions are. This would be a really significant deal because software deals have been largely on the sidelines this year.</p><p>"The reason why is because earlier this year, frontier labs had released some of the AI agents that created fear in the market that software companies may not be that valuable as they used to be in the past. So we saw this broader sell-off of software stocks and some companies with pretty strong fundamentals like Workday had been part of that mix. The company actually was down 15% since the beginning of the year before Reuters reported on the discussions. So it creates an opportunity for a sponsor like Silver Lake to come in and do a deal of that size. Silver Lake's&nbsp;also has done deals like this before."</p><p>"Earlier this month, Silver Lake had completed their $55 billion acquisition of Electronic Arts, which is a really significant deal as well. For that deal, they had partnered with their co-investors. So I assume, and we hear from sources that that's likely the case. They will partner with a co-investor for a take-private of Workday."</p><p>"It's really significant because it shows that there is confidence that the terminal value of software companies is still there. And AI is not as significant of a risk for some companies as we previously thought, the market previously thought."</p></body>

Should Trimble’s Q2 Impairment, Raised Outlook and New Buyback Plan Require Action From TRMB Investors?
Simply Wall St.2d agobullish
Should Trimble’s Q2 Impairment, Raised Outlook and New Buyback Plan Require Action From TRMB Investors?

In August 2026, Trimble Inc. reported Q2 revenue of US$972 million, booked a US$562.0 million goodwill impairment that drove a US$471.7 million net loss, raised full-year 2026 revenue guidance to US$3.90 billion–US$3.95 billion with a small GAAP diluted net loss per share, and authorized a new US$1.00 billion share repurchase program. Alongside these results, Trimble launched its Trimble Arc Agent AI back-office automation product for transportation and logistics customers and began...

Okta (OKTA) Could Be 3% Above Fair Value Following The JMP Upgrade
Simply Wall St.2d agobullish
Okta (OKTA) Could Be 3% Above Fair Value Following The JMP Upgrade

Okta (OKTA) moved into focus after Citizens JMP Securities upgraded the cybersecurity company to Market Outperform, citing its role in securing identity for artificial intelligence agents and its broad enterprise customer base. See our latest analysis for Okta. The upgrade comes on the back of strong momentum in Okta's share price, with a 90-day share price return of 87.15% and a year-to-date share price return of 85.20%. The 3-year total shareholder return of 119.06% contrasts with a 5-year...

BigBear.ai (BBAI) Is Up 11.0% After New Defense AI Wins and Backlog Growth - What's Changed
Simply Wall St.2d agobullish
BigBear.ai (BBAI) Is Up 11.0% After New Defense AI Wins and Backlog Growth - What's Changed

In the past quarter, BigBear.ai Holdings reported winning more than 20 new contracts and a 9% increase in backlog, as it makes applied AI central to its growth focus in defense and security. An important angle is its push into secure, air-gapped generative AI and the ConductorOS platform, which connect autonomous defense systems in sensitive environments. We’ll now consider how these new defense-focused AI contracts and backlog growth affect BigBear.ai’s existing investment narrative and...

How Disney’s Experiences Surge and New APAC Streaming Chief At Walt Disney (DIS) Has Changed Its Investment Story
Simply Wall St.2d agobullish
How Disney’s Experiences Surge and New APAC Streaming Chief At Walt Disney (DIS) Has Changed Its Investment Story

The Walt Disney Company recently reported fiscal third-quarter 2026 results, with revenue rising to US$25,248 million while net income fell to US$2,638 million, and also appointed former HBO Max architect Andy Shu as director and head of commerce for Disney+ Asia Pacific, relocating him to Tokyo. Together, the Experiences segment’s record performance and Shu’s streaming expertise highlight how Disney is pulling both physical and digital levers to deepen global monetization. Next, we’ll...

e.l.f Beauty, Inc. (ELF) Crushes Q1 2027 Estimates as Rhode Fuels a Major Growth Acceleration
Insider Monkey2d agobullish
e.l.f Beauty, Inc. (ELF) Crushes Q1 2027 Estimates as Rhode Fuels a Major Growth Acceleration

Pre-earnings options volume in e.l.f Beauty, Inc. (NYSE:ELF) traded at 1.2x normal levels on August 5, with calls leading puts 8:7. Implied volatility suggested traders were anticipating a post-earnings price swing of roughly 11.8%, or $10.53 per share, close to the stock’s median post-earnings move of 12.9% over the past eight quarters. e.l.f Beauty, Inc. […]