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Beyond the impressive sales figures, one number in Datadog's filings offers a clearer view of its future growth and a surprising answer to the biggest risk.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -1.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.98%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.99%. June E-mini S&P futures (ESM26 ) fell -1.19%, and June E-mini Nasdaq futures...

(Bloomberg) -- It was 180 degrees off the hot trade on Wall Street. Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealUS Set to Offer Iran Broad Financial Gains in Peace DealSnub Nvidia Corp., the soaring king of artificial intelligence chips. Embrace Adobe Inc., a sinking casualty of AI disruptio

June Nasdaq 100 E-Mini futures (NQM26) are up +0.54% this morning, signaling a rebound from yesterday’s selloff, while investors await the first Federal Reserve rate decision under Kevin Warsh.

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.89%. June E-mini S&P futures (ESM26 ) fell -0.60%, and June E-mini Nasdaq futures...

ServiceNow, Inc. (NYSE:NOW) is one of the best tech stocks to invest in on the dip. On May 28, ServiceNow, Inc. (NYSE:NOW) expanded its partnership with Wipro to deploy agentic AI workflows at scale across core enterprise functions. The move deepens a collaboration that the two companies first established in 2024. For context, ServiceNow has […]

ServiceNow Inc (NYSE:NOW) is one of billionaire Ken Fisher’s top high growth stock picks. ServiceNow shares have gained more than 16% over the past month, and analysts see more upside in the stock. On June 4, ServiceNow Inc (NYSE:NOW) and Cognizant announced a partnership focused on enhancing AI governance for enterprise customers. In this arrangement, […]

The market may still be mispricing Dell's AI opportunity.

Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the “Columbia Global Technology Growth Fund”. A copy of the letter is available to download here. In Q1 2026, the Fund’s institutional Class shares fell –6.05%, outperforming the S&P Global 1200 Information Technology Index, which declined –6.57%. Positive performance was mainly due […]

The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.69%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.83%. June E-mini S&P futures (ESM26 ) are down -0.20%, and June E-mini Nasdaq futures...

Gigamon has announced a collaboration with Zscaler to enhance deep observability within Zero Trust environments by integrating Zscaler Private Access with Gigamon's Application Metadata Intelligence. This development aims to improve visibility into application activity in hybrid cloud setups, aiding security teams in addressing the challenges of managing complex security infrastructures. The partnership offers organizations the ability to strengthen threat detection capabilities through...

Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 4.6% in the afternoon session after yields fell as the Trump administration announced a new peace deal that would lead to the reopening of the Strait of Hormuz.

ServiceNow (NOW) concluded the recent trading session at $104.15, signifying a +1.96% move from its prior day's close.

From commerce to culture, software is digitizing every aspect of our lives. In the past, the undeniable tailwinds fueling SaaS companies led to lofty valuation multiples that made it easier to raise capital. But this was a double-edged sword as the high prices exposed them to big drawdowns, and unfortunately, the industry has tumbled by 9.8% over the last six months. This performance is a noticeable divergence from the S&P 500’s 8.4% return.

CRM gains an edge over NOW as strong Agentforce momentum, rising earnings estimates and a lower valuation support its investment case.

International Business Machines deepens its ServiceNow partnership to help enterprises tackle fragmented data and legacy technology barriers to large-scale AI adoption.

Cognizant Technology Solutions (NasdaqGS:CTSH) has launched a sovereign Physical AI Platform-as-a-Service that connects and governs physical assets, sensors, and AI systems across industries. The company is widening its AI governance toolkit, including Neuro AI Trust's integration with ServiceNow, to help enterprises manage AI risk and compliance. Cognizant is deepening security collaboration with CrowdStrike and expanding work with Snowflake to support AI adoption at scale. Cognizant, a...

Is NOW a good stock to buy? We came across a bullish thesis on ServiceNow, Inc. on Growth Curve Investing’s Substack. In this article, we will summarize the bulls’ thesis on NOW. ServiceNow, Inc.’s share was trading at $114.19 as of June 8th. NOW’s trailing and forward P/E were 71.05 and 28.49 respectively according to Yahoo Finance. […]

Fair Isaac has trailed behind the broader Nasdaq Composite over the past year, and analysts remain moderately optimistic about the stock’s growth potential.

ServiceNow (NYSE:NOW) and IBM are expanding their partnership to launch joint AI-focused solutions targeting legacy system modernization, enterprise data governance, and autonomous infrastructure operations. The new offerings are aimed at helping large enterprises address long standing obstacles to AI adoption at scale, including refactoring legacy applications, improving data quality and observability, and integrating end to end automation workflows. These joint solutions are expected to...

RESEARCH REPORTS These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or recommendations of Barron’s.

The S&P 500 Index ($SPX ) (SPY ) is up +0.29%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.37%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.41%. June E-mini S&P futures (ESM26 ) are up +0.28%, and June E-mini Nasdaq futures (NQM26...

The S&P 500 Index ($SPX ) (SPY ) is down -0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.09%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.53%. June E-mini S&P futures (ESM26 ) are down -0.15%, and June E-mini Nasdaq futures (NQM26...

NOW raises its 2026 AI revenue target to $1.5B as strong Now Assist adoption drives broader AI deployments and larger customer investments.

(Updates with recent oil price movement, world markets' overview and stock movements.) US equity

Recent developments in the Cloud AI landscape include Akamai Technologies earning a Solutions Partner with certified software designation for its API Security within the Microsoft AI Cloud Partner Program. This certification underscores the interoperability of Akamai's software with the Microsoft Cloud, offering cross-platform visibility and security for users operating in cloud environments like Microsoft Azure. This advancement emphasizes the growing demand for robust API protection as AI...

IBM and ServiceNow announced a new multi year collaboration to modernize legacy enterprise systems and enable large scale AI deployment. The partnership combines IBM's AI, data, and automation offerings with ServiceNow's AI Platform to support autonomous IT operations and data driven workflows. The agreement is described as multi year, signaling an extended focus on enterprise AI governance and platform integration for NYSE:NOW. ServiceNow (NYSE:NOW) is widely used for workflow automation,...

AvePoint (NASDAQ:AVPT) Chief Executive Tianyi Jiang outlined the company’s strategy around Microsoft 365, multi-cloud data protection and artificial intelligence governance during a D.A. Davidson discussion hosted by analyst Rudy Kessinger. Jiang said AvePoint, founded in 2001, began in the Microso

The stock’s next readout will depend on whether Azure and Copilot growth can support returns on Microsoft’s expanding AI infrastructure base.

CrowdStrike (CRWD): Great Company, Brutal Price By IPO Edge Editorial Staff A cybersecurity outage took down half the internet in July 2024. The company behind it was CrowdStrike (CRWD). Two years […]