Aug 13, 2026 · 7 min
Workday jumps on buyout talk as Cisco tempers AI expectations
Workday Soars, Cisco Falls, Birkenstock Rallies
The episode shows how acquisition speculation, AI sales guidance, consumer demand, and growth concerns are reshaping sentiment across very different companies.
- 1Workday shares surged after reports that Silver Lake was in talks to acquire the cloud software provider.
- 2Cisco shares fell after issuing its first-ever guidance for AI and data center sales.
- 3Birkenstock delivered a strong quarter and positive outlook, while StubHub declined on slowing-growth concerns.
Don't miss
Workday’s sharp rise on reports of a potential Silver Lake acquisition provides the episode’s clearest example of speculation driving a stock move.
The brief
Carol Massar and Tim Stenovec speak with financial analyst Matt Griffin about the day’s biggest stock moves, focusing on what changed investor expectations rather than simply listing winners and losers.
Workday surged after reports that Silver Lake was in talks to acquire the software provider, making takeover speculation the clearest catalyst in the group.
Cisco’s stock slid after the company issued its first-ever guidance for AI and data center sales, underscoring the pressure to convert AI demand into measurable growth.
Birkenstock offered a brighter read with strong quarterly performance and a positive outlook despite tariff headwinds, while StubHub fell as investors worried growth was slowing.
Taken together, the moves show how markets are separating takeover potential, AI execution, operating momentum, and growth durability across unrelated businesses.
What was said on this episode
3 statements · 3 positive
Cisco’s projected data-center sales imply strong year-over-year growth.
“it implies year over year growth. Pretty strong growth.”
Listen at 2:48
Birkenstock forecasts 15% constant-currency revenue growth this year.
“Birkenstock sees constant currency revenue growth this year of 15% percent”
Listen at 3:25
Birkenstock’s German-manufacturing strategy is paying off despite tariff headwinds.
“their strategy has actually been to lean into German manufacturing. Kind of be picky about where they manufacture, where they sell. So this is a sign that despite the headwinds that is paying off”
Listen at 3:47
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Featuring
Cisco Systems, Inc.Books & mentions
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