Software's Resurgence: Scott Martin on WDAY Acquisition Talks, CRM & ADBE Strengths

By Schwab Network

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Scott Martin addresses reports that private equity firm Silver Lake seeks to acquire Workday (WDAY), a headline that gave the stock its best day in ten years. He believes the alleged $43 billion deal would be a steal for Silver Lake, as he explains why "the business is not going anywhere." Scott dives further into Workday and the software trade, naming Salesforce (CRM) and Adobe (ADBE) as winners and Fair Issac Corp. (FICO) as a lower in the coming years. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv