WDAYWorkday

Ranked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)

• 🔥🔥🔥#1▲0.84%DirectAI isn't eating software after all — and the sector's ‘epic' rally could run through October9d ago

  HR and financial management SaaS provider Workday was similarly viewed as deeply exposed to AI-replacement fears, so the narrative reversal supports a valuation recovery

  Impact chain →

  Also named: NOW · CRWD · CRM · IGV · MSFT · ORCL

• 🔥🔥#2▲0.7%2nd-orderSoftware Stocks Are Back. 2 Winners, 2 Losers—and Salesforce.4d ago

  As a comparable cloud application peer, it benefits from spillover valuation re-rating amid improving sector sentiment

  Impact chain →

  Also named: NOW · TEAM · INTU · CRM

• 🔥#3▲0.6%DirectMarvell, PayPal, Elastic, Autodesk, Gap, Workday, and More Stocks That Explain Today's Market11d ago

  Enterprise HR/finance cloud software moved by guidance and AI-feature expectations, tracking peer valuations.

  Impact chain →

  Also named: MRVL · NVDA · ADSK · ESTC · PYPL · GAP

• #4▲0.6%2nd-orderAnthropic-Salesforce deal eases doomsday software fears12d ago

  HR/finance SaaS also pressured by AI-disruption worries, benefiting from the sector sentiment lift

  Impact chain →

  Also named: CRM · NOW · ADBE · HUBS · P-ANTH · MSFT

• #5▲0.6%2nd-orderSalesforce's Q2 Results Squash 'SaaSpocalypse' Fears: On Track for H2 Organic Revenue Reacceleration12d ago

  With enterprise software demand fears cooling, peer subscription vendors like Workday get valuation support from improved sentiment.

  Impact chain →

  Also named: CRM · NOW · HUBS · ADBE

• #6▼0.5%2nd-orderServiceNow Faces A Reality Check5d ago

  As another high-growth enterprise SaaS name, it is exposed to sentiment contagion from valuation re-rating concerns in the sector

  Impact chain →

  Also named: NOW · CRM · MSFT

• #7▲0.42%2nd-orderMarc Benioff's $25 Billion Bet Against the "SaaSpocalypse" Earlier This Year Is Now Paying Off for Salesforce Investors, and It's Not Too Late to Join4d ago

  As another large-cap enterprise SaaS stock, Workday could benefit from sector-wide sentiment relief as AI-disruption-of-SaaS fears ease

  Impact chain →

  Also named: CRM · NOW · ORCL

• #8▼0.3%2nd-orderAdobe Sinks 7% as Internal CEO Pick Lands Ahead of Earnings, Workday Falls 4%4d ago

  Down 4% in sympathy as a large-cap SaaS peer—pure sentiment spillover with no fundamental change; its history of large beats and wide estimate range make the move mostly noise.

  Impact chain →

  Also named: ADBE · CRM

• #9▲0.3%2nd-orderSalesforce Turns the Corner as AI Fears Start to Fade11d ago

  Workday's HCM SaaS model faces similar long-term AI-disruption questions, so the sector-wide sentiment recovery provides a modest indirect boost.

  Impact chain →

  Also named: CRM · NOW · HUBS

• #10▼0.26%2nd-orderWhy Is Oracle Stock Up Today?5d ago

  Intensifying cloud HR/finance software competition as Oracle's cloud suite growth may divert some enterprise budgets

  Impact chain →

  Also named: ORCL · SAP · NVDA · MSFT