TQ Morning Briefing
Workday beat on EPS, beat on revenue, grew subscriptions 15.7%, and dropped 10% after hours. The miss was $15 million of guidance. That is the fourth software name this month to post clean numbers and get sold on what comes next. At 4:20 PM today, Nvidia reports into that same market. It carries $66 billion in expected revenue and the market’s biggest open question: is AI spending compounding, or peaking?
