Navient Corporation reported Q1 2023 adj. core EPS of $1.06, which beat consensus estimates of $0.82, but I have concerns about the sustainability of the earnings. Faster prepayments could lead to ...

I reiterate my buy rating on Workday as AI monetization is now a tangible revenue driver, with new ACV tied to AI more than doubling year-over-year. The partner ecosystem flywheel is accelerating, ...