Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment ******* umptions. Eagle remains a strong believer in AI but prefers constructing a portfolio that can perform across multiple outcomes rather than relying on one forecast. The firm believes current earnings can overstate underlying economics because semiconductor equipment is depreciated over several years, while free cash flow growth remains much weaker. It also expects competition and additional capacity across AI labs, hyperscalers, and semiconductors to eventually create winners and losers. These dynamics are encouraging Eagle to recycle capital toward attractive opportunities outside the most crowded AI trades while maintaining selective exposure to high quality beneficiaries. The portfolio trades at a 20% market discount with faster expected EPS growth. Please review the Strategy's top five holdings for key selections.
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Workday, Inc. (NASDAQ:WDAY). Workday, Inc. (NASDAQ:WDAY) is a leading enterprise software company that provides cloud applications for human resources and financial management. On August 18, 2026, Workday, Inc. (NASDAQ:WDAY) closed at $190.64 per share. One-month return of Workday, Inc. (NASDAQ:WDAY) was 43.96% and its shares gained -16.20% over the past 52 weeks. Workday, Inc. (NASDAQ:WDAY) has a market capitalization of $47.09 billion.
Eagle Capital Management stated the following regarding Workday, Inc. (NASDAQ:WDAY) in its Q2 2026 investor letter:
"Software is controversial due to fears of Al-driven disruption. Al makes it easier to build software and will change workflows in how it is used. We believe there will be heightened competition and greater separation between winners and losers over the coming years. The industry is deservedly trading at a higher risk premium, but within the market there are plenty of mispricings.
The companies we own are resilient and highly entrenched in application software. We view them as offering upside optionality. Workday, Inc. (NASDAQ:WDAY), a leading HCM and financials platform, earns mid-teen margins on a business that should have long- term margins of 30% or higher. The founder's return to the CEO role is reigniting product innovation, and we increasingly believe Al will be a net positive for their business, enabling them to play offense. Examples include geographic expansion, adjacent-product extensions, and natural-language querying for business results. We expect EPS growth in the high teens, driven by revenue growth, operating leverage, and share buybacks."

#workday #wday #eagle #Growth

At least one Wall Street ******* yst is skeptical that private equity firm Silver Lake will pull off a deal to acquire software maker Workday (WDAY). Workday stock popped on Feb. 13 amid reports of Silver Lake's interest but has cooled off the next two trading sessions.
In early 2026, Workday Cofounder and Executive Chairman Aneel Bhusri returned as chief executive officer. Slowing subscription revenue growth has pressured Workday stock. UBS ******* yst Karl Keirstead in a report on Monday said that private equity firm Silver Lake in unlikely to buy out the enterprise software maker.
"From the perspective of Workday, the founder only returned to the CEO role in February with an apparent mission to invest in the AI suite and accelerate growth," Keirstead said. "For him (and the board) to turn around in a matter of months and negotiate a sale, at a historically depressed free cash flow multiple and before any material time for Workday to realize any upside from these investments, strikes us as very surprising."
Second-quarter earnings are due for Workday stock on Aug. 27.
Other software stocks, including SAP (SAP) and Oracle (ORCL), climbed last week amid speculation over a Workday buyout. There has been growing investor concern that software-as-a-service companies could be disrupted by artificial intelligence-driven competition, an event referred to as a" SaaSpocalypse."

#private

For much of 2026, software investors have been grappling with a terrifying question: What if artificial intelligence makes many of the apps that firms have spent decades buying considerably less valuable?
If Workday (WDAY) is acquired, that argument could lead Wall Street to reconsider how far it has gone.
Shares of Workday jumped about 18% after it emerged that Silver Lake, a technology-focused private-equity group, was considering an acquisition of the human-resources and financial-management software company.
The development helped raise Workday's market capitalization to more than $51 billion. But talks could still break down, and no deal has been announced.
The valuation is way bigger than Workday.

#shares

Workday, Inc. (NASDAQ:WDAY) recently experienced its best trading day since 2016, even though the company has yet to confirm anything has happened. Shares of the human-resources and finance software producer rose about 18% on August 13 after Reuters reported that private equity firm Silver Lake is in talks to acquire the company, in a deal that would rank among the largest software buyouts in history. The stock fluctuated even more wildly intraday, rising as much as 26% to $220.50 before being halted for volatility several times in the afternoon.
According to Reuters, Silver Lake and Workday, Inc. (NASDAQ:WDAY) have carried out negotiations regarding a potential takeover in recent months, but the talks are still ongoing, with no guaranty that a transaction would occur. According to one source, Silver Lake may seek other investors to ******* ist in financing the deal, which would be one of the firm's largest technology investments to date. Workday's market value was around $43 billion before the report, and a full buyout at anything close to a typical takeover premium would place the deal in rare territory for software leveraged buyouts, while also representing the latest sign of private equity interest for large tech targets reviving after a number of quiet years.
The stock has been under pressure for much of 2026, trading more than 40% lower than its 2024 top, as investors have grown concerned that AI technologies could destroy the value of traditional enterprise software. Leadership has already responded to that pressure: Aneel Bhusri, who co-founded Workday, Inc. (NASDAQ:WDAY) in 2005, returned to the CEO post in February for the mission of guiding the company during what it refers to as the rapidly evolving AI age. A private equity firm willing to pay a premium for a company that the market has been discounting due to AI disruption fears indicates that at least one sophisticated buyer sees more value in Workday's roughly 11,500 customers, which include Netflix, U.S. Bank, and Johns Hopkins University, than its depressed valuation suggests.
The bullish argument is that Silver Lake's reported interest may highlight value in Workday that has been obscured by the market's AI concerns. Going private would allow Bhusri to invest in an AI transition away from quarterly public scrutiny, a logic that has prompted a number of other software acquisitions in recent years.
That said, talks are still ongoing with no guarantee of a deal, and the stock's strong intraday movement before repeated volatility halts shows how much of the move is speculative positioning rather than ******* urance. Short interest of 12.74% indicates that a significant number of investors are still betting against the stock even before the report of the takeover emerged. Such skepticism reflects uncertainty that a deal would close at these levels or that AI-disruption worries will be properly addressed even under new ownership.

#NASDAQ #even

Customer relationship management software provider Salesforce Inc. (NYSE:CRM)'s shares are down by 19% over the past year and by 22% year-to-date. It is one of the most commonly discussed stocks by Jim Cramer. For instance, in May, Cramer revealed that Salesforce Inc. (NYSE:CRM) was one of his smallest positions because the "market hates software." However, in July, the CNBC TV host countered Keybanc's negative coverage by pointing towards remarks made by Salesforce Inc. (NYSE:CRM) CEO Marc Benioff. In his morning appearance on August 6th, he discussed the firm's decision to promote Miguel Milano to operating chief:
"Yeah, look, I've met Miguel, he's a terrific guy, the guy that just got promoted, but, look, we're not that far from Dreamforce, so I'd hate to see any turmoil there. Miguel Milano is the guy who did, the last time I went, he was part of the major speech. But, you need to see, right before Dreamforce, it's really important. I can't wait to talk to Marc, cause, the stock had been going up but that may have been as part of an unwind of Situational along with Workday, along with ServiceNow, but didn't want to see this. Didn't want to see that departure."
Cramer's remarks about Salesforce Inc. (NYSE:CRM) tie into his earlier sentiments and the broader debate surrounding the firm. On multiple ocasions he has discussed the difference between the firm's AI (Agentforce) and non-AI offerings. With Milano previously being the chief revenue officer, Cramer's worries seem to reflect his concerns about Salesforce Inc. (NYSE:CRM)'s revenue from its AI products.
On the bullish front, Salesforce Inc. (NYSE:CRM)'s market presence and enterprise relationships can drive Agentforce revenue higher and enable businesses to expand their operations without relying on the traditional seat-based business model. Despite being a legacy software firm, it is also growing sales in the AI era. During its fiscal Q1 2027, Salesforce Inc. (NYSE:CRM)'s revenue jumped by 13.3% annually to sit at $11.13 billion, while its earnings marked a whopping 50%+ annual jump. Yet, there are fears that this growth could moderate. As its fiscal Q1 ended, Salesforce Inc. (NYSE:CRM) kept its full-year support-and-subscription guidance growth at 12% while its Q1 growth was 14%. Additionally, $444 of the firm's Q1 revenue came from its Informatica division and didn't reflect organic business.
Looking at the hedge funds, sentiment slightly moderated in Q1. In Q4 2025, 115 out of the 1,041 hedge funds covered by Insider Monkey had owned a stake in Salesforce Inc. (NYSE:CRM), while this figure dropped to 101 out of 1,022 in Q1 2026. The bearish sentiment appears to be reflected in the valuation as well, since Salesforce Inc. (NYSE:CRM)'s forward P/E of 14.51 is lower than ServiceNow's 31.15 and Oracle's 18. Short interest is higher at 4.15% of the float compared to 0.74% for SAP.

#salesforce #revenue #didn 't #Growth

Half a million dollars might sound like a lot of money, but if you're approaching retirement, is it enough?
If you have $500,000 in a pre-tax IRA and expect $2,000 per month from Social Security, you may have enough money to retire at age 67. A half million dollars is a relatively modest nest egg, but it can still generate a comfortable income depending on your standard of living. Here's what to think about as you plan for retirement around these figures.
A financial advisor can help you build a comprehensive plan for retirement. Match with a fiduciary advisor today.
First of all, make sure to consider your health and longevity. Are you planning to retire at age 67 for health reasons or will you be healthy enough to continue working, if you need to?
As you hit your late 60s and 70s, your health may become more unpredictable. Even if you're still in good health, your workday may become more tiring as time goes on. You may not be able to continue working after 67, regardless of finances. So while it's worth considering whether you can continue to work beyond age 67, it's also critical to think about how long your $500,000 may last in the event that you need to call it a career at 67. A financial advisor can help you decide when the right time is to retire.

#enough #advisor #continue #million

Updated Aug 13, 2026, 5:12 pm EDT / Original Aug 13, 2026, 3:27 pm EDT
Workday
WDAY
-3.76%
stock jumped on Thursday after a published report that private-equity firm Silver Lake is in talks to acquire the enterprise software company.
WDAY
-3.76%
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

#original #jones #rights

(Bloomberg) -- Workday Inc. shares jumped after a Reuters report that private equity firm Silver Lake is in talks to purchase the software provider.
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#silver #lake #decart

By Milana Vinn
Aug 13 (Reuters) - Private equity firm Silver Lake is in talks to acquire Workday in a deal that would rank among the largest software buyouts in history, according to people familiar with the ‌matter.
News of the talks sent Workday shares nearly 18% higher on Thursday.
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 Pleasanton, California-based company had a market value of around $43 billion before Reuters reported on the talks, which caused its shares to surge. The stock closed at $206.45 on Thursday, giving Workday a market value of around $51.1 billion.

#deal

By Rashika Singh
Aug 14 (Reuters) - 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, **** ysts 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.
"If Silver Lake ultimately takes ⁠Workday private at a substantial premium, it would be one of the strongest pieces of evidence yet that the public market has overshot in discounting traditional enterprise software because of AI," Brian Mulberry, client portfolio manager at Zacks Investment Research.

#software #lake #private

Brown Advisory, an investment management company, released its "Brown Advisory Global Leaders Strategy" for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory's Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, which returned 14.9%. The relative weakness was driven mainly by underexposure to semiconductors and technology hardware, while software, cloud services, and financial holdings also weighed on performance. The strategy benefited from holdings in areas tied to AI infrastructure, with semiconductor exposure and AI-related investments gaining from strong demand. Looking ahead, Brown Advisory sees an attractive environment for active stock-picking, with its ready-to-buy list at its highest level since the COVID-19 period and an estimated 12%-13% average five-year base-case IRR, while maintaining a focus on quality, valuation discipline, and long-term cash-flow generation. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Brown Advisory Global Leaders Strategy Fund highlighted stocks like Workday, Inc. (NASDAQ:WDAY). Workday, Inc. (NASDAQ:WDAY) provides cloud-based enterprise software for human resources, finance, and workforce management. The one-month return of Workday, Inc. (NASDAQ:WDAY) was 24.00% while its shares traded between $110.36 and $249.85 over the last 52 weeks. On August 7, 2026, Workday, Inc. (NASDAQ:WDAY) stock closed at approximately $170.24 per share, with a market capitalization of about $44.37 billion.
Brown Advisory Global Leaders Strategy Fund stated the following regarding Workday, Inc. (NASDAQ:WDAY) in its Q2 2026 investor letter:
We exited our position in Workday, Inc. (NASDAQ:WDAY) during May after a relatively brief holding period of approximately eight months. Several fundamental factors have changed since our initial investment in September of last year, prompting us to revise both our growth and margin estimates for Workday. These revisions have led us to conclude that we can no longer achieve the IRR targets embedded in our base case. Most crucially—and the ultimate trigger for a thesis break in this case—were the recent changes in the management team. When the CEO stepped down and co-founder Aneel Bhusri was re-appointed, we expected, and already see, a change in capital allocation discipline at Workday, as evidenced by the immediate moderation of the company's margin targets. This, paired with the expected reduced discipline around stock-based compensation, materially impacted key inputs into our investment thesis. Our view on the inherent customer acquisition cost advantages that incumbents possess remains unchanged, as does our belief that "systems of record" in software are particularly resistant to disruption by AI. We did, however, adjust our estimates to reflect the expected need

During Mad Money's episode aired on August 3, host Jim Cramer spotlighted Workday, Inc. (NASDAQ:WDAY) after the enterprise software firm surged 31% in July, placing it among the top four gainers in the S&P 500 for the month. Cramer highlighted how Workday began reclaiming ground after extended selling pressure tied to artificial intelligence concerns. He stated:
Fourth best performer in July was Workday, up 31%. Now, this is an enterprise software stock that's also been hammered by the AI displacement trade, and it's still down nearly 50% from its peak in early 2024. Now, we know ServiceNow reported and roared when we saw those new numbers. It was just a couple of weeks ago. Workday could do the same thing if its numbers impress us later this month.
As Cramer detailed, July's impressive 31% gains represent an initial step toward recovery for a stock that remains down over 40% from its early 2024 highs. Wall Street's fear that generative AI technologies would reduce demand for traditional software platforms severely weighed on Workday, Inc.'s (NASDAQ:WDAY) valuation over the past quarters. However, recent quarterly results across the broader cloud software sector suggest enterprise software platforms may be positioning themselves as major distribution channels for corporate AI applications rather than victims of replacement.
While Workday, Inc. (NASDAQ:WDAY) and ServiceNow, Inc. (NYSE:NOW) both serve Fortune 500 software requirements, their underlying platform architectures target distinct enterprise operations. Workday operates as the central repository for core human capital management, payroll, and financial planning operations. Its core platform handles sensitive employee records, executive organizational charts, and corporate ledgers, creating exceptionally deep customer retention and high switching costs across enterprise clients.
On the other hand, ServiceNow, Inc. (NYSE:NOW) focuses primarily on IT service management, digital workflow orchestration, and customer service automation. While ServiceNow automates cross-departmental tasks across enterprise IT infrastructure, Workday, Inc. (NASDAQ:WDAY) controls the foundational system of record for workforce and financial data. Rather than competing head-to-head, both platforms serve significant, non-overlapping functions within enterprise software systems. Workday's launch of specialized AI tools and agent integration frameworks within its HR and finance platform aims to capture similar enterprise AI spending momentum as ServiceNow.

#workday

This as-told-to essay is based on a conversation with Thomas Flohr, the 65-year-old founder, chairman, and CEO of VistaJet, based in St. Moritz, Switzerland, about his daily routine. It's been edited for length and clarity.
I started my career at a Chicago-based technology firm in 1985 and rose through the ranks. I later acquired most of the company's European operations through my company, Comprendium Investment.
My frequent business travel in the early 2000s exposed me to the shortcomings of private aviation. At the time, I found the private jet experience to be inconsistent and underwhelming. The service quality didn't match the level of luxury that clients paying $10,000 to $15,000 an hour expected. I didn't see a good solution in the market and initially thought about paying for fractional jet ownership before deciding against it.
Business Insider's Power Hours series gives readers an inside look at how powerful leaders in business structure their workday. Reach out to editor Lauryn Haas to share your daily routine.
After exploring all other options, I bought a Learjet 60 in 2003, and that plane became the foundation for starting VistaJet in 2004. Vista is a private aviation subscription service that provides access to over 270 customized business jets for clients in 187 countries.

#vistajet #routine

What happened: Software stocks declined on Thursday as shares of Datadog (DDOG), Figma (FIG), and HubSpot (HUBS) plummeted more than 15% following their quarterly results.
Shares of software peers Salesforce (CRM) and ServiceNow (NOW ) also dropped, along with Workday (WDY) and Cloudflare (NET).
What's behind the move: The software sector has been attempting a rebound since April lows as investors worry that AI will disrupt industry business models. They are therefore viewing earnings with high scrutiny. Datadog's quarterly results beat on the top and bottom line, but the company's adjusted gross margin of 80% came in slightly below the ***** ysts' consensus estimate of 80.7%.
Meanwhile, Figma's quarterly results also beat on the top and bottom lines, but the software design and collaboration company flagged rising AI inference spending, or the ongoing cost of running user prompts through AI models.
"We do not charge our customers for their usage of products that are currently in beta, and we bear the cost of inference without offsetting consumption revenue," Figma CFO Praveer Melwani said during the company's earnings call. "As a result, gross margin will vary from quarter-to-quarter in the near term."

#quarterly #figma #shares #gross

The Ravens infamously backed out of their trade for Maxx Crosby due to concerns about a degenerative issue in the edge rusher's knee.
Crosby, who underwent surgery to repair his torn meniscus in January, did not participate much during Las Vegas' offseason.
But after saying he felt he was "almost there" during minicamp, he is all set to practice as the Raiders begin training camp.
"He's going to get all the reps tomorrow with the ones," head coach Klint Kubiak said in his Tuesday press conference. "He's ready to go. He's ready to practice.
"As practice unfolds and we're watching our players, it's always a moving target. But, as of right now, tomorrow's a pretty short workday — an hour and 30 minutes. So, we're expecting him to be ready to take all those reps."

#crosby #we 're #Ravens #vegas

A clip from Ed Sheeran's appearance on "The Louis Theroux Podcast" has recently resurfaced on social media, sparking renewed debate over differences between British and American attitudes toward alcohol.
"Americans call something 'alcoholism' that Brits simply call 'culture.' Maybe one or two pints at the end of a workday," the singer said during the 2025 podcast.
"On a Friday you'll have 6 pints and a bottle of wine. It's not alcoholism to drink every day here … It's just the culture."
Nightly Glass Of Wine May Not Be As Harmless As Many People Think, Study Suggests
Americans and Britons consume similar amounts of alcohol overall, with the average adult drinking about 9.7 liters of pure alcohol per year, according to the World Health Organization.

#podcast #louis

Updated July 21, 2026 4:54 pm ET
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(3 min)
The latest Market Talks covering Technology, Media and Telecom. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
1319 ET – It’s not enough to consider a software company’s “moat”—their current competitive positioning and risk of displacement—when considering which companies will emerge as winners and losers from the adoption of artificial-intelligence, Morgan Stanley ****** ysts write in a note. Investors should also consider the “journey”: how well a company can adapt to AI processes and models as software continues to evolve. The companies that clearly check both boxes are Microsoft, Palo Alto Networks, CrowdStrike, Shopify, Cloudflare, ServiceNow, Datadog, and Snowflake, the ****** ysts write. Stocks that appear more challenged include Adobe and Workday, they add. (elias.schisgallwsj.com)

#analysts

The distance from the Canada border to the Mexico border of the United States along the Pacific Coast is around 1,650 miles. The route features an elevation gain and loss of nearly 80,000 feet.
Lifelong cyclist and Eugene middle school teacher Tanner Faris was unfazed.
He set his sights on smashing the fastest known time on the route — nine days and 14 hours by Tyler Pearce at the time of his decision — and to do it by himself with no material support. Starting December 2025, Faris kicked off a rigorous training regime that put in the miles needed to complete the trip in June after summer break started for Kelly Middle School.
While many Americans were resting and recharging over the Christmas holiday, Faris began the Rapha Festive 500, a challenge running from Dec. 24 to 31 to encourage cyclists to traverse 500 kilometers (310 miles).
This, he said, often feels like the toughest time to train: the days are short and the weather poor. Each workday he also biked to and from the middle school, racking up 10 miles per round trip.

Saturday qualifying at Chicagoland Speedway wasn't the end of NASCAR's workday.
Following pre-race inspection, NASCAR penalized the No. 5 Hendrick Motorsports Chevrolet of Kyle Larson and the No. 71 Spire Motorsports Chevrolet driven by Michael McDowell after both teams failed inspection multiple times.
While both teams lost key personnel for the remainder of the weekend, the consequences were far more severe for McDowell, whose qualifying session never even began.
McDowell's No. 71 Chevrolet failed inspection three times before finally passing on its fourth attempt.
Because of the repeated failures, NASCAR ruled that McDowell would not be allowed to make a qualifying lap. Instead, he'll start Sunday's Cup Series race from 38th, forfeit pit stall selection and serve a pass-through penalty under green after the race begins.

Good morning, TSF! I have a confession: the concurrent kickoffs overwhelmed me a bit. I tried to dual-screen it on monitors two and three and it was too much alongside my normal workday stuff on the main monitor. That’s saying something, too — the way my brain is wired can usually handle that much input. Did anybody manage the multi-screen setup yesterday?
Today’s matches:
Ecuador vs. Germany, 4 pm ET, FOX
Curacao vs. Ivory Coast, 4 pm ET, FS1
Germany have won their group. A result for Ivory Coast against Curacao guarantees them second in the group. Ecuador need to beat Germany to avoid a disappointing early exit.
Tunisia vs. Netherlands, 7 pm ET, FS1
Japan vs. Sweden, 7 pm ET, FOX

Fair Isaac Corporation (NYSE:FICO) was among the stocks on Jim Cramer's radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. During the lightning round, a caller asked for Cramer's opinion of the stock. He replied:
Okay, this is a company a lot of people feel is going to be hurt by AI. And I gotta tell you, I like the company, but I'm not going to go there because I'm not going to get in the crosshairs anymore of these companies that might get hurt by AI. It's too painful.
A stock market chart. Photo by Arturo A on PexelsFair Isaac Corporation (NYSE:FICO) provides **** ytics software and predictive scoring solutions that help businesses and consumers make informed financial decisions. The company's products include tools for fraud detection, customer management, and credit risk **** sment. During the April 17 episode, a caller asked Cramer what he thought about it, and he responded:
Okay, here's the problem: I think FICO is not as easily disrupted as the market thinks, but as long as it's out there, every time it lifts, people are going to sell the stock. It's like Intuit. It's like Workday. It's like ServiceNow. It just, you can't stop the flood of thoughts that Anthropic is going to destroy your company. So I'm not going to get into that hornet's nest, I'm sorry, even though I like the company.
While we acknowledge the potential of FICO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.

Back in 2015, Frank Moore held a team off-site meeting where members of his staff at the Southern California Golf ***** ociation were asked to draw a picture of their ideal workday.
One of those staffers, Julia Pine, a Bay Area native, drew herself at U.S. Open Final Qualifying site, sketching TV trucks and reporters that she ***** isted at "Golf's Longest Day."
"We talked about it and she said she loved the energy of the day, the human-interest stories that she helped uncover for Golf Channel and other national golf publications," recalled Moore, the longtime communications and marketing director for the SCGA. "It's no surprise that she looked to the USGA for her next opportunity."
Indeed, just a few years later, Pine manifested her dream day into her full-time job, including overseeing the communications strategy for U.S. Open Final Qualifying, not to mention the U.S. Open and U.S. Women's Open, among the 15 championships the ***** ociation oversees. In October, she was promoted to the USGA's senior director of communications and content, adding responsibilities for the brand side, including handicapping and Green Section. She'll attend upwards of six championships in person, highlighted by a three-week stretch in June that will take her from coast to coast: the U.S. Women's Open and Curtis Cup in Los Angeles and the U.S. Open on Long Island.
Pine cut her teeth at the SCGA but she has Northern California roots so we count her as one of our own. She moved from New York to Berkeley when she was 10, which was a return to the Bay Area for her father who had grown up in San Francisco. She still speaks fondly of attending the Athenian School, a non-traditional high school in Danville, that helped shape her world view while shepherding a dream of being an ESPN SportsCenter anchor. Golf wasn't yet part of the picture, and her dream evolved from in front of the camera to something more behind the scenes at Loyola Marymount University, where she became the sports editor by the second half of her sophomore year and majored in English with minors in Journalism and Ethical Studies. She served as beat writer for the men's basketball team and treated the school paper as if it was a full-time job. However, when she graduated, journalism jobs were sparse and so she decided to cast a wider net after asking herself a critical question: Is it journalism or sports that she wanted to pursue?

Workday Inc. (NASDAQ:WDAY) is one of the 7 Worst Cloud Stocks To Buy According to Short Sellers. On June 2, Workday Inc. (NASDAQ:WDAY) announced a new integration between its data cloud and Amazon Web Services. This integration will allow developers to use Workday's HR and financial data with Amazon Web Services. Moreover, this will make it easier for users to access data directly without having to copy, move, or build complex data connections. As part of this partnership, different Workday tools, such as Workday Data Lake and Workday Data Connect, will soon be available for AWS customers in early access. Gabe Monroy, chief technology officer at Workday, remarked,
"By integrating Workday Data Cloud with AWS, customers get faster, safer AI built on data they already trust, and developers get to spend their time shipping products instead of on plumbing and permission rewrites."
Earlier on May 27, Bank of America Securities (BofA) resumed coverage of Workday Inc. (NASDAQ:WDAY) with a Neutral rating and also ****** igned a price target of $140. The stock had been trading sideways since March, and BofA's coverage provided a boost that pushed the stock price higher. However, the stock has now come back to the same price level, meaning BofA's price target hardly offers any upside for investors.
Workday Inc. (NASDAQ:WDAY) is a provider of cloud-based enterprise software focused on human capital management, financial management, and planning solutions. Its platform enables organizations to manage payroll, workforce planning, accounting, and ****** ytics.
While we acknowledge the potential of WDAY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the "Madison Large Cap Fund". A copy of the letter is available to download here. The Madison Large Cap Fund (Class I) declined 2.7% in the quarter, outperforming the S&P 500's -4.33% return. The fund focuses on long-term capital appreciation. The quarter saw a shift in the equity market beyond the mega-cap technology stocks into physical economy stocks, influenced by fears of AI disruption. Additionally, rising commodity prices due to the Middle East conflict reignited inflation concerns, benefiting sectors such as Energy, Materials, Utilities, Staples, and Real Estate, which the Fund does not invest in, impacting its relative performance. Please review the Fund's top five holdings to gain insights into their key selections for 2026.
In its first-quarter 2026 investor letter, Madison Large Cap Fund highlighted Accenture plc (NYSE:ACN). Accenture plc (NYSE:ACN), a professional services company that focuses on consulting, technology and outsourcing, was among the leading detractors from performance during the quarter. On June 12, 2026, Accenture plc (NYSE:ACN) closed at $170.28 per share. One-month return of Accenture plc (NYSE:ACN) was -4.09%, and its shares lost 45.83% over the past 52 weeks. Accenture plc (NYSE:ACN) has a market capitalization of $104.79 billion.
Madison Large Cap Fund stated the following regarding Accenture plc (NYSE:ACN) in its Q1 2026 investor letter:
"The bottom five detractors for the quarter were Gartner, Danaher, Workday, Accenture plc (NYSE:ACN), and Agilent Technologies. At Accenture, performance continues to be muted as clients eschew large discretionary projects and Department of Government Efficiency ("DOGE") efforts weigh on its Public Service customer group. While we've long admired Accenture's ability to retool its nearly 800,000 employee workforce to adapt and commercialize the latest technology with its large enterprise customer base, we sold our position in the quarter. The company has recently started to limit its disclosure of customer bookings related to AI technology and evolved its capital allocation framework to emphasize acquisitions outside its core business. In light of these developments and range of outcomes related to the impact of AI on its business, we elected to sell our investment."
Accenture plc (NYSE:ACN) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 64 hedge fund portfolios held Accenture plc (NYSE:ACN) at the end of the first quarter, up from 71 in the previous quarter. In the first quarter of fiscal 2026, Accenture plc (NYSE:ACN) reported revenues of $18.7 billion, reflecting a 5% increase in local currency. While we acknowledge the potential of Accenture plc (NYSE:ACN) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI sto

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