Aug 13, 2026 · 8 min
Workday rallies as AI expectations reshape stock movers
Workday Soars, Cisco Falls, Birkenstock Rallies
The episode shows how acquisition speculation, AI sales forecasts, tariffs, and event-driven demand are moving companies across software, technology, footwear, and ticketing.
- 1Workday surges on reports that Silver Lake may pursue an acquisition, highlighting pressure on software companies facing artificial intelligence disruption.
- 2Cisco shares fall after its first AI-related sales guidance fails to meet investor expectations and earlier projections.
- 3Birkenstock raises its revenue and profit outlook, while StubHub faces skepticism despite stronger guidance and World Cup-driven demand.
Don't miss
Workday’s sharp rally after reports of possible Silver Lake acquisition talks captures the episode’s central tension between takeover speculation and AI pressure on software.
The brief
Workday leads the session after a Reuters report says Silver Lake is discussing a potential acquisition, sending shares higher as investors reassess software’s AI exposure.
Cisco offers the opposite signal: its shares decline after initial guidance for AI-related sales falls short of what investors expected and earlier projections suggested.
Birkenstock raises its revenue-growth and profit outlook, with the discussion focusing on tariffs, other headwinds, and the brand’s ability to protect momentum.
StubHub raises gross merchandise sales guidance but still falls, showing how investors can look beyond a strong quarter when expectations already reflect World Cup ticket demand.
The closing smart-cities preview shifts from daily market moves to Dubai’s rapid growth and the use of innovation and AI in long-term urban planning.
What was said on this episode
8 statements · 6 positive · 2 negative
Cisco’s current-year data-center sales guidance implies strong year-over-year growth.
“it implies year-over-year growth, pretty strong growth”
Listen at 2:33
Cisco’s sales outlook is below its prior AI-equipment bookings.
“it is a step down compared to $9.3 billion in bookings for AI-related equipment over the past year”
Listen at 2:36
Birkenstock’s strategy is currently offsetting business headwinds.
“this is a sign that despite the headwinds, that is paying off right now”
Listen at 3:39
StubHub’s strongest growth period has ended for now.
“Best days of growth for now are behind the company.”
Listen at 4:43
AI will compress processes and increase speed in smart-city development.
“AI will allow in the smart city space to compress a lot of things. The speed will change.”
Listen at 5:48
Dubai learned substantially from its sudden population increase.
“Dubai has learned a lot from a sudden increase in population”
Listen at 6:08
Dubai responded very effectively to its population increase.
“they reacted very well to it”
Listen at 6:14
Dubai has a long-term urban-planning vision.
“They have a long-term urban planning vision”
Listen at 6:16
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.
Bloomberg L.P.Books & mentions
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