PLEASANTON, Calif., Jan. 8, 2026 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the enterprise AI platform for managing people, money, and agents, today announced strong momentum in retail and hospitality, fueled by new customer wins and AI innovations designed to support frontline workers. More than 1,800 retail and hospitality companies worldwide, including Alterra Mountain Company, Brookshire Grocery, Hungry Jack, OSI Restaurant Partners LLC, Rainbow USA, Inc., and Zaxby's are using Workday to help them h ...

Core Insights - Billionaire Dan Loeb's investment strategy focuses on consumer, technology, and industrial stocks, anticipating their outperformance as corporate earnings and sentiment recover [3] - Third Point Management, founded by Dan Loeb, manages a concentrated portfolio worth over $7.6 billion, with a disciplined approach to stock selection and targeted exposure to resilient U.S. sectors [2][4] Investment Strategy - The firm employs deep fundamental research, opportunistic activism, and event-driven investing to identify potential investment opportunities [2] - The market is currently experiencing strong investor confidence, with the S&P 500 and Nasdaq reaching all-time highs, driven by AI-related deal-making and favorable Federal Reserve policy [4] Stock Analysis - **Vistra Corp. (NYSE:VST)**: - Upside Potential: 11.16% - Third Point holds $242.26 million in shares, representing 3.18% of its portfolio - Recent acquisition of seven natural gas generation facilities expected to add 2,600 megawatts of capacity [9][10][11] - **Capital One Financial Corporation (NYSE:COF)**: - Upside Potential: 14.07% - Third Point holds $383.86 million in shares, representing 5.04% of its portfolio - Proposed $425 million settlement with depositors criticized as inadequate by a coalition of 18 U.S. states [12][13][14][15] - **Workday Inc. (NASDAQ:WDAY)**: - Upside Potential: 19.87% - Third Point holds $72 million in shares, representing 0.94% of its portfolio - Acquisition of Paradox aims to enhance AI capabilities and streamline recruitment processes [16][17][18][19][20]