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The stock market rallied to close mixed even as yields and oil prices kept rising. Taiwan Semi is a buy. A Tesla Semi event is on tap.

Fastly stock carved out one of the sharpest runs in mid-cap software this year, then held an Investor Day that handed sellers exactly the moment they were waiting for. Here is what the peer group's calm tape reveals about where the pressure is really coming from.

In the closing of the recent trading day, Datadog (DDOG) stood at $251.49, denoting a +1.62% move from the preceding trading day.

The stock market fell as Treasury yields skyrocketed and oil prices rose, but Palantir and Palo Alto flashed buy signals.

President Donald Trump has called artificial-intelligence safety fears a “hoax.” The president’s latest financial disclosure for July shows his portfolio bought stocks of cybersecurity companies, which address the growing need for protection as AI keeps developing. Both the White House and the Trump Organization said Trump’s stock and bond portfolio is independently managed by third-party financial institutions.

Fastly (NASDAQ:FSLY) shares are falling in Wednesday morning trading, a second consecutive decline that began with the company’s own Investor Day. The stock is down 7% and trades at $24.25, giving back part of a run that still leaves the stock up 138% year to date (YTD). That advance dwarfs the broader cloud group. The […]

The S&P 500 Index ($SPX ) (SPY ) is down by -0.27% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.43%. December E-mini S&P futures (ESZ26 ) are down -0.36%, and December E-mini...

Stock Market Today: The Dow Jones index falls Wednesday after the Nasdaq set new highs Tuesday. Micron and Sandisk drop in premarket trade.

FTNT pairs faster billings growth, robust cash flow and a lower valuation, while DDOG delivers stronger revenue growth but faces near-term customer pressure.

A number of stocks jumped in the afternoon session after falling Treasury yields eased pressure on software stocks as signs of cooler U.S.–China tensions lifted risk appetite.

Fastly launched new AI traffic controls this morning and the whole edge security category moved with it, including rivals that announced nothing at all. The question buyers are not asking loudly enough is whether availability and adoption are the same thing.

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...

Datadog (DDOG) concluded the recent trading session at $236, signifying a +2.26% move from its prior day's close.

DDOG's enterprise customer growth is accelerating as the adoption of AI-driven observability and security expands across large accounts.

Software is eating the world, and virtually no business is left untouched by it. Companies bringing it to life have been rewarded with explosive earnings growth, and the upward trend shows no signs of stopping as the industry has posted a 37.4% gain over the past six months, beating the S&P 500 by 24.5 percentage points.

AI misfires at OpenAI have pushed safety, governance, and cybersecurity from background concern to front-page risk, and that shift creates real consequences for capital. When regulators, boards, and customers start asking harder questions, money often follows the tools that can answer them. This piece walks through three stocks exposed to these AI risk headlines and explains why some investors are watching them closely right now. The stocks covered in this piece are just a starter sample, and...

The provider of cloud-based monitoring and analytics solutions reported a notable insider sale amid a rising stock price.

Datadog has delivered a powerful share price run in recent years, which puts a spotlight on one core issue for investors. Is the current valuation supported by the cash that the business is expected to generate over time, or has the share price moved ahead of those cash flows? Over the past 3 years, Datadog has returned 150.2%, which makes the link between its share price and its future cash generation especially important to understand. The company’s model of recurring software revenue and...

Cisco Systems is gaining Splunk momentum with new AI security and observability tools as Datadog and CrowdStrike expand rival capabilities.

In recent weeks, Datadog has attracted heightened investor attention as analysts highlight its consistent record of beating consensus revenue and EPS estimates and its current Zacks Rank #3 (Hold) amid modest upward earnings revisions. An interesting angle is that this analyst enthusiasm comes even as Datadog trades at a premium to many software peers, reflecting confidence in its unified, cloud-native observability and security platform that serves infrastructure, application, log,...

Datadog has outperformed the technology sector, and analysts remain highly optimistic about the stock’s outlook.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...

Zacks.com users have recently been watching Datadog (DDOG) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Investing.com -- France is producing a growing number of high-value artificial intelligence and technology companies, but their success is also highlighting Europe’s shortage of late-stage capital compared with the U.S., according to Bloomberg.

Datadog (NASDAQ:DDOG) CEO and Founder Olivier Pomel said the company is seeing accelerating growth across both AI-focused customers and its broader enterprise customer base as organizations expand cloud and artificial-intelligence deployments. Speaking with Citi enterprise software analyst Fatima B

Datadog (NASDAQ:DDOG) is investing in artificial intelligence capabilities, proprietary models and enterprise sales as it seeks to expand its observability platform’s role in monitoring increasingly complex cloud and AI workloads, Chief Financial Officer David Obstler said during a company session.

AI coding agents are supposed to make software cheaper to build. They may also create more software changes, production failures and machine-generated complexity to inspect. That second-order effect connects Datadog, Inc. (NASDAQ:DDOG) and Dynatrace, Inc. (NYSE:DT) to an observability market that AI could expand rather than erase. Datadog told the Goldman Sachs Communacopia + Technology […]

Wedbush Sees Cybersecurity Winners Emerging as AI Transforms the Market

Key Takeaways for Datadog Stock as of September 2026Tuesday Pop: Datadog stock jumped 7% on September 9, 2026, closing at $225. Growth Confirmation: CEO Olivier Pomel told investors at Citi’s Global TMT Conference on September 8 that revenue growth accelerated to 36% year over year, with the pickup spreading well beyond AI-native accounts.