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What We Know Workday just announced its new CEO, and, well, he isn’t really new at all. Aneel Bhusri is returning as CEO after two years as executive chair. The move follows a turbulent period for enterprise SaaS stocks, with Workday shares down more than 20% year-to-date (2026) and significantly declining since the start of 2025, […]
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The massive sell-off in software stocks earlier this month may signal that investors are betting on AI-native alternatives. Not so fast. The enterprise core isn't vanishing — it's transforming.
