DDOG
NASDAQ · Technology
Datadog Inc - Class A
$122.57
-6.66 (-5.15%)
DDOG News10 articles
Salesforce Faces Investor Scrutiny Over AI Strategy and Revenue Outlook
Salesforce shares fell as a softer revenue outlook and significant AI spending unsettled investors, despite announcing a $50 billion share repurchase and increased dividend. Broader tech stocks also retreated on inflation concerns.
Intuit Shares Extend Decline Amid AI Return Concerns
Intuit shares dropped 1.4% to $394.06, continuing a two-day slide as software stocks retreated. Investors are scrutinizing returns on AI investments ahead of key economic data.
AI Sector Diverges: Chipmakers Gain as Software Stocks Retreat
AI stocks moved in opposite directions Wednesday, with semiconductor names like Nvidia rising while software giants Microsoft and Alphabet declined. Investors rotated ahead of key inflation data and earnings.
ServiceNow Leads Software Rebound as Analysts Cite AI Overreaction
ServiceNow shares climbed 2.5% to $106.48, leading a broader software recovery after a recent selloff. JPMorgan and Morgan Stanley analysts attributed the decline to sentiment-driven AI fears rather than fundamental weakness.
Datadog Surges 15% on Strong Q4 Results Amid Lingering AI Sector Concerns
Datadog shares soared nearly 15% after reporting Q4 revenue of $953.2M and adjusted EPS of $0.59, both exceeding expectations. The company forecast full-year revenue up to $4.10B.
ServiceNow Leads Software Rebound as AI Anxiety Subsides
ServiceNow shares gained nearly 4% as software stocks recovered from recent declines, buoyed by record retail inflows into a tech-software ETF despite lingering sector volatility.
MongoDB Shares Surge on Analyst Optimism Ahead of Earnings
MongoDB stock gained over 6% as Morgan Stanley and Goldman Sachs expressed confidence in cloud demand, easing AI disruption concerns ahead of the company's March earnings report.
AI Sector Sees Divergence: Datadog Soars on Earnings, Alphabet Issues Debt for Infrastructure
Datadog shares surged over 14% after strong quarterly results driven by AI demand, while Alphabet sold $20 billion in bonds to fund AI infrastructure spending. Cisco and Cadence gained on new chip developments.
Datadog Q4 Revenue Tops Estimates, 2026 Outlook in Focus
Datadog reported a 29% jump in Q4 revenue to $953M, beating forecasts, but issued a cautious profit outlook. Investors await details on 2026 demand and margins.
Cloud ETFs Rebound as Tech Recovers, Amazon's AI Spending Weighs
Cloud computing ETFs gained 2-4% Friday amid a tech rebound, while Amazon fell 5.6% on concerns over its $200B AI infrastructure plan. Key economic data this week may shift rate expectations.