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Silver Lake's potential Workday buyout could bolster battered software valuations by showing that private equity remains confident in ‌the industry's prospects despite fears of AI disruption, analysts and investors ‌said on Friday. Shares of the human-resources and financial management software company soared nearly 18% on Thursday ​after Reuters exclusively reported about its acquisition talks with Silver Lake, which pushed its market value to more than $51 billion. The enthusiasm provided some relief to a sector hammered this year by fears that AI tools capable of generating computer code and ‌creating applications could erode ⁠the need for software services, which have long been one of Silicon Valley's most reliable cash generators.

StoneCo (STNE) delivered earnings and revenue surprises of +2.17% and -2.91%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Today, Aug. 13, 2026, softer wholesale and consumer inflation figures ease Fed pressure and boost markets.

Inflation, earnings and chip stocks were top of mind for investors on Thursday.

The S&P 500 cruised through the latest round of earnings reports and inflation data to close at a record high on Thursday. The Nasdaq Composite was up 0.8%. Artificial intelligence stocks were once again at the vanguard, but a broad collection of S&P 500 stocks closed higher.

Workday stock surged after a report of a possible takeover by private equity firm Silver Lake.

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.

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.

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.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...

Stock Market Today: The Dow Jones index rises Friday ahead of a pivotal July jobs report. AI name Cloudflare stock soars on earnings.

UiPath's stock has been left for dead, yet several of enterprise software's biggest players have compelling reasons to want it. Five names stand out as potential acquirers, and the logic behind one of them is almost impossible to argue against.

FTSE 100 up 163 points at 10,749 Index hits highest since 3 March Inflation eases to 2.6% from 2.8%, but core CPI unmoved Brent crude oil hits 6-week high Wetherspoon's, Greencore, Mulberry, Liontrust post updates 3.12pm: Super Micro with super update An exception to the selling...

US stocks appeared set for a steady start on Wednesday as investors drew confidence from strong bank earnings and a softer-than-expected inflation report the day before, even as oil prices remained elevated following fresh US strikes on Iran. Nasdaq futures were up 0.5% ahead of the opening...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...

Investing.com -- The iShares Expanded Tech-Software Sector ETF saw retail investors pour in a record $46 million on Monday.

Palantir stock rose Monday, eyeing an early buy point, as software names again rallied, boosted by financial results at Snowflake and Dell.

Workday beat first-quarter sales and earnings estimates while guiding second-quarter subscription revenue slightly above expectations.

Analysts at Needham lowered their price target for Workday to $180 from $300, while keeping a ‘Buy’ rating on the stock.

Workday shares jumped nearly 12% premarket on Friday after the enterprise software maker ‌beat first-quarter revenue and profit estimates, easing concerns ‌that AI rivals such as Anthropic could rapidly disrupt demand for ​traditional software vendors. Subscription revenue at the Pleasanton, California-based company jumped 14.3% to $2.35 billion, with net new business driving 40% of that growth, according to Chief Commercial Officer ‌Rob Enslin. Workday, however, retained ⁠its annual subscription revenue forecast.

Investing.com -- Workday on Thursday reported fiscal first-quarter results that exceeded analyst expectations, helped by strong demand for its AI-powered finance and human resources software services.

Workday (WDAY) delivered earnings and revenue surprises of +6.94% and +0.99%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

Workday stock climbed after the enterprise software maker reported Q1 earnings that beat estimates amid Wall Street's lowered expectations.

Workday exceeded Wall Street expectations for first-quarter revenue and profit on Thursday, ‌as demand for its AI-powered finance and human ‌resources software services gathered pace, sending its shares up 7% in ​extended trading. The company, which specializes in HR and payroll software, has been adding AI features across its platform, betting that tools to automate tasks, generate job ‌descriptions, or analyze spending ⁠patterns will drive customer adoption and deepen usage. "Our focus remains on executing our agentic ⁠AI roadmap, while driving operational efficiencies as we scale," Chief Financial Officer Zane Rowe said in a ​statement.

Investing.com -- Application software stocks have staged two short-lived recoveries this year, but Goldman Sachs says a durable rally remains months away at best.

ServiceNow stock jumped along with the software sector which has rebounded in recent sessions.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.79%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.74%. June E-mini S&P futures (ESM26 ) are up +0.77%, and June E-mini Nasdaq futures...