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MIB Daily: Silver Lake’s $43B Workday Bid Buys the AI Discount, SanDisk +13.67% vs Cisco -8.40% on the Same Memory Squeeze, and a 10-Year That Won’t Follow the 2-Year Down — Own Software LBOs, Watch Hardware Margins

S&P 500 closes above 7,800 for the first time — flat July PPI knocked 2026 hike odds from 55% to under 35%. Hours later, Cleveland’s Hammack demanded an immediate hike, and said one won’t be enough. Silver Lake circles Workday at $43B; Ackman buys six AI-discounted franchises. SanDisk +13.67% on memory tightness; Cisco -8.40% on the same. Reddit joins the S&P 500 next Tuesday; Anthropic’s October IPO is being modelled at $2 trillion. Six days to the Canada tariff cliff.

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