Episode Details

Workday’s stock soars 18% after whispers of a potential Silver Lake buyout, pushing its market value past $51 billion — sparking renewed confidence in enterprise software as AI fears fade. Recent earnings from ServiceNow show legacy players still dominate HR and finance, where switching systems is costly. If Silver Lake pulls off the deal, it could prove the market overreacted to AI disruption — and open the door for more private equity investment across the software sector.

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