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The Trading Day · Friday, August 14, 2026

A buyer steps into the software discount — Silver Lake circles Workday while AMAT's beat gets charged after dark

Thursday ran both stories at once. The index stayed orderly — S&P 500 +0.7% to 7,799, Nasdaq-100 +1.1% — while the sorting underneath was violent: Cisco's twenty-first straight double beat closed −8.4%, Coherent's eleventh beat −8.0%, and CoreWeave and Nebius gave back barely a point of their +19/+34 verdicts. Then Workday halted mid-afternoon: Silver Lake is reportedly in talks to take it private. It closed +17.8% on 3.6 times average volume.

The Morning 10

A buyer steps into the software discount — Silver Lake circles Workday while AMAT's beat gets charged after dark

  1. 1 Applied Materials — beat both, charged after dark
  2. 2 Cisco & Coherent — the day-one verdicts landed
  3. 3 Workday — a financial buyer walks into the software discount
  4. 4 Seoul day four & the memory ETF at the 58 line
  5. 5 Lumentum — the lump record faces its first middle tonight
  6. 6 The index family — the rotation in our own numbers
  7. 7 The two tells — IEF holds the reclaim, dollar-yen refuses a third time
  8. 8 Vol, factors, temperature — risk appetite with a governor
  9. 9 Calendar — retail sales and Michigan close the macro week
  10. 10 Outside view — Gene Munster · Deepwater Asset Management

The full Morning 10 →

Print-record cards of the day

  • FN — Fabrinet: EPS beats 10/10 · revenue 9/10 · reactions 4 up / 1 flat / 5 down · next print 2026-08-17

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