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
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
2 days ago
