Palo Alto Networks’ $25 Billion Shopping Spree: The Deals It Sealed—and the Ones That Got Away
Nikesh Arora held talks to buy Okta and Datadog that fell through on price and interest.
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Datadog Stock Plunges Despite Strong Q2 Beat — Soft Guidance Blamed
Despite beating estimates and lifting full-year outlook, Datadog shares fell sharply on soft Q3 sequential growth guidance.
Datadog Soars on Strong Earnings and Raised AI Outlook
Datadog beat earnings and revenue, raised outlook, and stock jumped 29% as AI demand boosts its cloud monitoring business.
Datadog Stock Gets Bullish Boost: Guggenheim Predicts 27% Growth in 2026
Guggenheim upgrades Datadog to Buy: AI boosts demand, strong moat, ~50% upside, solid growth ahead.
The 2028 Intelligence Crisis: Why AI Success Could Be the Market’s Nightmare
A viral research report paints a scary AI future with high unemployment and crashing markets despite productivity gains. Software and payments stocks tank as investors react to the "what if AI success is bad?" scenario.
Datadog Stock Soars on Strong Q4 Earnings Beat
Datadog (DDOG) shares jumped 15% after reporting Q4 revenue of $953M, beating estimates. AI-driven demand for cloud monitoring tools fuels growth with 603 customers spending $1M+ annually.