Workday shares climbed 9.2% on Friday, June 26, 2026. The rally extended across the broader enterprise software sector.
The White House requested OpenAI limit its GPT-5.6 model to government-approved partners. Cybersecurity concerns prompted these restrictions on the powerful new AI model.
Investors view the limited rollout as a temporary reprieve for incumbent software-as-a-service providers. This delay provides established vendors more time to adapt to disruptive AI technology.