Mid-Morning Brief

No clear independent catalyst summary is available.

Applied Materials posts record Q3 with non-GAAP EPS $3.50, revenue $9.1B, raises 2026 growth outlook and plans to double systems capacity by 2028

Workday, Inc. is reportedly in takeover talks with private-equity firm Silver Lake, a potential acquisition that would be one of the largest software buyouts and could materially reshape shareholder value.

Reuters reported Silver Lake is in talks to acquire Workday, which has a market value of about $43 billion.

Silver Lake takeover talks drive 19% surge in Workday shares

Broadcom is being spotlighted in a Motley Fool piece projecting it could reach $638 by 2028 amid surging AI spending and hyperscaler chip partnerships, a valuation-driven catalyst for investor repositioning.

The Motley Fool projects Broadcom could reach $638 per share by 2028 based on AI spending and hyperscaler partnerships.

No Finviz catalyst is available.

Fox Corporation (Class A) is reacting to fiscal Q4 results that beat estimates, with year‑over‑year revenue growth fueled by FIFA World Cup advertising and Tubi, boosting the fiscal‑2027 outlook.

Q4 earnings surpassed estimates and revenues increased year-over-year.

Wells Fargo and JPMorgan upgrade Fox Corp to Overweight, lift price targets on stronger earnings outlook and Roku deal upside