Question-and-Answer SessionSo Bill, the bank has just passed halfway through the current 3-year plan to taking the bank back towards 13% RoTE. When you reflect on this period, what have been the biggest changes that you've implemented as CEO? And what are the key challenges and opportunities that you see for the rest of the plan?William WintersGroup Chief Executive & Executive Director Well, first of all, thanks for having me. It's very nice to be here. You're quite correct. I've been in the bank for 10 yea ...

Market Overview - Most assets, including stocks and Treasuries, are currently stagnant, with gold, silver, crude oil, and Bitcoin trading slightly lower, while the dollar shows a minor increase [1] - Investors are awaiting the Federal Reserve's interest rate decision, with futures markets indicating a 25-basis point cut is fully priced in, and a 6% chance of a 50-basis point cut [2] Federal Reserve Meeting - The current Federal Reserve meeting is noted as unusual due to political influences, with President Trump advocating for a significant rate cut [3] - Fed Chairman Jay Powell and the committee are shifting focus from tariff-driven inflation to labor market weaknesses [4] Mortgage Rates and Refinancing - The 30-year mortgage rates have decreased, recently falling below 6.4%, which has led to a surge in refinancing applications, reaching the highest level since early 2022 according to the Mortgage Bankers Association [4] Company News: Workday Inc. - Workday Inc. shares are experiencing a surge following an activist investment from Elliott Management, which has acquired a $2 billion stake and aims to enhance the company's value [6] - Workday announced a $5 billion stock buyback plan over the next two years and disclosed the acquisition of AI-focused firm Sana for $1.1 billion [6]

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 ...

Group 1: Stock Market Overview - U.S. stocks exhibited mixed performance, with the Dow Jones index increasing by over 200 points on Wednesday [1] Group 2: Notable Stock Movements - Lyft, Inc. shares surged by 13.5% to $22.92 following the announcement of an expansion plan with Waymo to Nashville, where Lyft's Flexdrive will manage Waymo's fully autonomous vehicles [1] - New Fortress Energy Inc. saw its shares jump 32.3% to $2.6501 after securing a long-term gas supply agreement with the Puerto Rican government [3] - Oruka Therapeutics, Inc. experienced a 14.1% increase in shares to $17.01 after announcing interim Phase 1 results for ORKA-001 and a $180 million private placement [3] - Robo.ai Inc. shares rose by 12.9% to $1.9190 [3] - Roivant Sciences Ltd. gained 12% to $15.89 after reporting Phase 3 results for brepocitinib in treating a debilitating skin-muscle disease [3] - Opendoor Technologies Inc. shares surged by 11.1% to $9.91 [3] - Gevo, Inc. also gained 11.1%, reaching $2.1089 [3] - Blue Gold Limited saw a 10.5% increase to $11.05 [3] - Workday, Inc. shares surged by 9% to $238.63 after an upgrade from Piper Sandler, raising the price target from $220 to $235 [3] - Parsons Corporation gained 6.9% to $80.64 after being awarded a task order for Indo-Pacific Counter-Nuclear Smuggling System Deployment [3] - e.l.f. Beauty, Inc. shares increased by 4.6% to $149.91, with B of A Securities maintaining a Buy rating and raising the price target from $135 to $160 [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。 ...

Core Insights - Workday shares experienced a significant increase in early trading after Elliott Investment Management disclosed a stake exceeding $2 billion in the company [2][4] - Elliott Investment Management commended Workday's leadership and expressed satisfaction with the company's strategic direction, particularly following its recent Financial Analyst Day [3][4] Company Performance - Prior to the announcement, Workday shares had declined by 15% in 2025 [1][4] - Following the news of Elliott's investment, Workday shares rose by more than 8% in early trading [4] Management and Strategy - Elliott Investment Management praised CEO Carl Eschenbach, CFO Zane Rowe, and the Workday team for their substantial progress and positioning of the company as a leading software franchise [3] - The company outlined plans to enhance its operating model and capital allocation framework, with a focus on increasing the use of artificial intelligence to improve customer efficiency [3]

Upgrades Summary - Loop Capital upgraded Netflix (NFLX) to Buy from Hold with a price target of $1,350, increased from $1,150, citing "exceptional" engagement on the platform in Q3 and a "strong" Q4 content slate [2] - Guggenheim upgraded Workday (WDAY) to Buy from Neutral with a price target of $285, indicating that Workday will be well positioned to accelerate growth when the environment improves [2] - Piper Sandler also upgraded Workday to Neutral from Underweight with a price target of $235, up from $220 [2] - Bernstein upgraded Zillow Group (ZG) to Outperform from Market Perform with a price target of $105, increased from $75, highlighting mid-teens revenue growth with Rentals and Showcase as growth drivers [2] - Roth Capital upgraded Kroger (KR) to Buy from Neutral with a price target of $75, up from $66, noting strong alternative profit streams while the stock's valuation lags peers [2] - Berenberg upgraded AbbVie (ABBV) to Buy from Hold with a price target of $270, increased from $170, stating the company has "successfully navigated the largest drug patent expiry in the world" [2]

Elliott表示，其与该团队的沟通进展顺利，并坚信公司在财务分析师日所公布的多年战略将为股东带来 强劲的长期价值。 周三盘前，截至发稿，Workday(WDAY.US)股价上涨超9%。此前，激进投资者Elliott投资管理公司表 示，已购入这家人力资源软件供应商超过20亿美元的股份。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。加上现有的授权，该公司计划在2027财年之前回购约50亿美 元的A类普通股。 这家投资公司周二晚些时候表示："Elliott是Workday公司的最大投资者之一，投资金额超过20亿美元。 我们相信，首席执行官Carl Eschenbach、首席财务官Zane Rowe和Workday全体团队在过去几年中取得了 显著进展，使Workday成为了一个独具特色的软件品牌，具备行业领先的增长潜力、一流的客户留存率 以及一支经验证的管理团队。" 该公司还宣布与微软(MSFT.US)达成合作，并为客户和合作伙伴提供了多项人工智能解决方案。另外， Workday表示将收购Sana公司，后者是一家开发下一代企业知识工具的人工智能公司，收购价格约为11 亿美元。 ...