Throughout 2025, one key theme has dominated the rise in the S&P 500: the gains have been concentrated in large-cap tech stocks. And yet there is also been a stark gap between the winners and the losersWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. ...

产品发布与核心功能 - 公司发布用于Workday Adaptive Planning的新钻取功能，该功能在Workday Rising 2025会议上进行现场演示 [1] - 新集成使财务团队能够即时、在上下文中访问其计划或报告中任何数字背后的交易，无需手动提取数据或使用电子表格变通方法 [1] - 该功能允许FP&A团队、财务总监和CFO点击Adaptive Planning中的任何数字，即可立即访问其背后的交易，包括日记账分录、子分类账详细信息和ERP上下文，且无需离开工作流程 [2] 解决的问题与客户价值 - 钻取功能解决了财务团队从差异追溯到根本原因这一长期挑战，无需提取报告、追查数据或拼接Excel模型即可获得数字背后的完整信息 [2] - 该功能针对现代财务的实际痛点设计，减轻了FP&A分析师手动收集数据的负担，帮助财务经理在压力下更快完成结算，并为CFO提供可信任的、符合审计要求的准确性 [3] - 此前调查差异需要离开Adaptive系统、追查数据提取、在Excel中重建故事并手动验证每一步，新功能将此过程简化为一次右键点击，实现更快的根本原因分析和更自信的决策 [3][4] 合作伙伴关系与市场渠道 - 此次钻取集成建立在2025年3月宣布的指定Workday创新合作伙伴关系基础上，扩展的合作关系旨在帮助客户加速企业数据可访问性和决策制定 [5] - 公司解决方案可在Workday Marketplace上获取，客户可轻松发现并部署为Adaptive Planning量身定制的数据集成功能 [6] 公司技术与平台定位 - 公司是首个也是唯一一个开放数据交付平台，支持对所有记录系统中的实时详细数据进行实时分析，无需复杂的ETL流程 [7] - 平台支持对原始源数据进行直接分析，提供更快更准确的洞察，并配备直观的低代码/无代码工具、通过Nexus的AI驱动查询以及预构建业务数据应用，帮助企业团队快速获取洞察并做出更明智决策 [7]

Workday Inc (NASDAQ:WDAY) stock is surging today, up 8.6% at $237.92 at last glance, after activist investor Elliott Investment Management unveiled a $2 billion stake in the software name and showed support for the company's leadership. Plus, Workday announced a $4 billion share buyback, just one day after announcing its acquisition of AI firm Sana for roughly $1.1 billion. In response, Piper Sandler upgraded the stock to "neutral" from "overweight," while Guggenheim upped its rating to "buy" from "neutral. ...

公司战略执行进展 - 银行当前处于3年计划中期 目标为实现13%的有形股本回报率(RoTE) [1] - 首席执行官任职10年期间将战略实施分为多个阶段 [1] 公司转型历程 - 初期阶段重点进行业务清理和重新定位 解决历史遗留问题 [1] - 发现被掩盖的优质特许经营业务 经清理后确认其价值 [2] 业务优势 - 财富管理业务表现非常突出 成为关键业务组成部分 [2]

Most assets are marking time right now, including stocks and Treasuries. Gold, silver, and crude oil are trading slightly lower along with Bitcoin, while the dollar is up a smidge. To get more articles and chart analysis from MoneyShow, subscribe to our Top Pros’ Top Picks newsletter here.) Today is one of those days where investors and traders are holding their collective breath. The Federal Reserve is wrapping up its two-day meeting right now and will announce its interest rate decision later today. Ra ...

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

美股市场表现 - 美股涨跌互现 道琼斯指数上涨超过200点 [1] Lyft Inc - 与Waymo宣布扩展至纳什维尔计划 Lyft Flexdrive将管理Waymo全自动驾驶车辆 [1] - 股价大幅上涨13.5%至22.92美元 [1] New Fortress Energy Inc - 与波多黎各政府达成长期天然气供应协议 [3] - 股价飙升32.3%至2.6501美元 [3] Oruka Therapeutics Inc - 公布ORKA-001中期第一阶段试验结果 [3] - 宣布1.8亿美元私募配售 [3] - 股价上涨14.1%至17.01美元 [3] Robo.ai Inc - 股价上涨12.9%至1.9190美元 [3] Roivant Sciences Ltd - 与Priovant公布brepocitinib治疗皮肤肌肉疾病的第三阶段试验结果 [3] - 股价上涨12%至15.89美元 [3] Opendoor Technologies Inc - 股价大涨11.1%至9.91美元 [3] Gevo Inc - 股价上涨11.1%至2.1089美元 [3] Blue Gold Limited - 股价上涨10.5%至11.05美元 [3] Workday Inc - Piper Sandler将评级从减持上调至中性 目标价从220美元上调至235美元 [3] - 股价大涨9%至238.63美元 [3] BGM Group Ltd - 股价上涨8.3%至8.90美元 [3] Parsons Corporation - 获得印太反核走私系统部署任务订单 [3] - 股价上涨6.9%至80.64美元 [3] Chagee Holdings Limited - 股价上涨6.7%至18.42美元 [3] Regencell Bioscience Holdings Limited - 股价上涨5.3%至15.07美元 [3] Circle Internet Group - 股价上涨5%至141.57美元 [3] e.l.f. Beauty Inc - 美国银行证券分析师维持买入评级 目标价从135美元上调至160美元 [3] - 股价上涨4.6%至149.91美元 [3]

Shares of Workday popped 9% on Wednesday after activist investor Elliott Investment Management announced a $2 billion stake in the company.Workday announced a multi-year plan to enhance its operating model and capital allocation framework on Tuesday, and Elliott said it believes the plan will drive "substantial long-term value creation.""We believe CEO Carl Eschenbach, CFO Zane Rowe and the entire Workday team have made substantial progress in recent years, positioning Workday as a unique software franchise ...

Workday's stock has underperformed this year, but Elliott Management has taken a stake in the software maker and the company is doubling down on its AI initiatives. ...

消息面上，激进投资者Elliott Management周二宣布，已斥资逾20亿美元入股Workday，并公开支持该公 司现有的领导团队。另外，Workday公司董事会批准了额外回购至多40亿美元已发行的A类普通股的计 划。(格隆汇) 人力资源软件供应商Workday(WDAY.US)涨超8.6%，报238美元，创7月末以来新高。 ...