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AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month
24/7 Wall St.135d agobullish
AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is Qualcomm (NASDAQ:QCOM), where the stock gained around 70% in a month despite posting merely decent results and guiding lower for the ... AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

Datadog (DDOG) Is Up 37.9% After First Billion-Dollar Quarter And Raised 2026 Revenue Outlook – Has The Bull Case Changed?
Simply Wall St.135d agoneutral
Datadog (DDOG) Is Up 37.9% After First Billion-Dollar Quarter And Raised 2026 Revenue Outlook – Has The Bull Case Changed?

In the first quarter of 2026, Datadog, Inc. reported revenue of US$1,006.43 million and net income of US$52.57 million, with diluted EPS rising to US$0.15, and issued guidance calling for second-quarter revenue of US$1.07 billion–US$1.08 billion and full-year 2026 revenue of US$4.30 billion–US$4.34 billion. Beyond the headline figures, management’s raised outlook and commentary on accelerating AI-driven demand and new product adoption highlighted how Datadog is increasingly positioning its...

1 Mooning  Stock on Our Buy List and 2 We Question
StockStory136d agobullish
1 Mooning Stock on Our Buy List and 2 We Question

Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.

DDOG Q1 Deep Dive: AI Adoption and Product Expansion Drive Strong Growth
StockStory136d agoneutral
DDOG Q1 Deep Dive: AI Adoption and Product Expansion Drive Strong Growth

Cloud monitoring platform Datadog (NASDAQ:DDOG) reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 32.2% year on year to $1.01 billion. On top of that, next quarter’s revenue guidance ($1.08 billion at the midpoint) was surprisingly good and 8.3% above what analysts were expecting. Its non-GAAP profit of $0.60 per share was 18.3% above analysts’ consensus estimates.

Datadog (DDOG) Sees AI Deal Momentum as DA Davidson Reiterates Buy Rating
Insider Monkey136d agobullish
Datadog (DDOG) Sees AI Deal Momentum as DA Davidson Reiterates Buy Rating

Datadog’s leadership position is seen to be strengthening as analyst firms point to accelerating growth and AI-driven deal momentum post earnings. This has earned it a place on our list of 12 AI Stocks Wall Street Is Watching Now. On May 8, DA Davidson analyst Gil Luria reiterated a Buy rating on the stock with a […]

CIO says software infrastructure stocks still attractive
Reuters Videos136d agoneutralVIDEO
CIO says software infrastructure stocks still attractive

<body><p>STORY: "Software as a whole sold off massively in the first quarter. We went on record in the first quarter saying that was the biggest opportunity of 2026. We loaded up on on names and the key distinction being if the software business had a subscription based revenue model or usage based revenue model," he said.</p><p>Hegener also pointed to Datadog and cloud-based data platform Snowflake as names to watch.</p></body>

Datadog CEO issues blunt 2-word message on AI race
TheStreet139d agoneutral
Datadog CEO issues blunt 2-word message on AI race

Datadog (DDOG) jumped 30% after earnings because investors saw it as more than just another AI winner. The quarter pointed to a business benefiting from what CEO Olivier Pomel effectively described as an enterprise AI race, where companies “can’t afford to be late” in deploying and monitoring ...

Investing.com139d agoneutral
Wall Street just turned bullish on Datadog again — Here’s why

Investing.com -- Cloud monitoring company Datadog received a major vote of confidence from analysts at Citizens JMP Securities, who upgraded the stock to “Market Outperform” and raised their price target to $225 following stronger-than-expected first-quarter 2026 results.

Wall Street Just Piled Into Datadog: KeyBanc Hikes Price Target to $225 as AI Customer Wins Accelerate
24/7 Wall St.139d agobullish
Wall Street Just Piled Into Datadog: KeyBanc Hikes Price Target to $225 as AI Customer Wins Accelerate

Datadog (NASDAQ:DDOG) stock picked up an aggressive round of price target hikes on May 8 after a beat-and-raise Q1 2026 quarter that reignited the bull case for cloud observability. KeyBanc raised its price target on Datadog to $225 from $155, keeping an Overweight rating, while Canaccord lifted its target to $225 from $185 with a ... Wall Street Just Piled Into Datadog: KeyBanc Hikes Price Target to $225 as AI Customer Wins Accelerate

DDOG Stock To $400?
Trefis139d agoneutral
DDOG Stock To $400?

Datadog (DDOG) has faced intense scrutiny regarding its vulnerability to hyperscaler competition. The bear case is well understood. Major cloud providers like Amazon (AMZN) and Alphabet (GOOGL) are actively bundling native observability tools into their core platforms, threatening to commoditize basic monitoring. At the same time, Datadog relies on a usage-based pricing model, which has prompted aggressive customer cost optimization and seat compression in a tighter macroeconomic environment. Th

US Stock Market Today: S&P 500 Futures Climb As Traders Weigh Jobs And Inflation
Simply Wall St.140d agoneutral
US Stock Market Today: S&P 500 Futures Climb As Traders Weigh Jobs And Inflation

The Morning Bull - US Market Morning Update Friday, May, 8 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.4% and Nasdaq-100 futures up roughly 0.6%, as investors focus on a key mix of jobs and inflation signals. The April non-farm payrolls report is expected to show 62,000 new jobs, unemployment at 4.3% and paychecks rising 0.3% month on month, which hints at an economy that is cooling but still holding up. At the same time, global food prices...

Datadog’s FedRAMP High Win And $1b Quarter Test Lofty Valuation
Simply Wall St.140d agoneutral
Datadog’s FedRAMP High Win And $1b Quarter Test Lofty Valuation

Datadog (NasdaqGS:DDOG) has secured FedRAMP High certification, opening the door to handling highly sensitive U.S. government workloads. The company has also reported more than $1b in quarterly revenue for the first time, supported by growing adoption of its AI focused offerings. These milestones expand Datadog’s potential reach in the public sector while reinforcing demand for its observability and monitoring platform. For investors tracking Datadog, the combination of FedRAMP High...

DataDog (DDOG) Climbs 31% as Profits More-Than-Double
Insider Monkey140d agobullish
DataDog (DDOG) Climbs 31% as Profits More-Than-Double

DataDog Inc. (NASDAQ:DDOG) is one of the 10 Stocks Outperforming Wall Street With Monster Returns. DataDog snapped a two-day losing streak on Thursday, soaring 31.33 percent to finish at $188.73 apiece, after posting a stellar earnings performance in the first quarter of the year, with profits jumping by more than double and revenues climbing by […]