News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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 ...
The cloud monitoring company's revenue crossed $1 billion for the first time, driven by new customers at major AI research labs
Dow Jones futures: President Donald Trump says a U.S.-Iran ceasefire is intact despite clashes. Rocket Lab, Cloudflare and IREN are big earnings movers.
Iran deal doubts hit stocks Thursday, but Nvidia, Tesla were strong. CoreWeave, Rocket Lab, Cloudflare were earnings movers late. The jobs report is on deck.
Moby summary of Datadog, Inc.'s Q1 2026 earnings call
A wave of blockbuster earnings in tech is catching a couple software companies, too. Shares in Datadog jumped 31% on Thursday after the company reported 32% year-over-year revenue growth. Cybersecurity provider Fortinet added 20%, after it said it was seeing higher demand for its offerings because of artificial intelligence.
During this call, we will make forward-looking statements, including statements related to our future financial performance, our outlook for the second quarter and the fiscal year 2026 and related notes and assumptions, our product capabilities and our ability to capitalize on market opportunities. Additional information will be made available in our upcoming Form 10-Q for the fiscal quarter ending March 31, 2026, and other filings with the SEC. With that, I'd like to turn the call over to Olivier.
AI and cloud demand fuel major growth
Datadog lifted its full-year revenue forecast to $4.3 billion to $4.34 billion, above Wall Street's $4.09 billion estimate.
(Bloomberg) -- CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealChina Asks Banks to Paus
Datadog (NASDAQ:DDOG) reported first-quarter 2026 results that management described as a “very strong start to 2026,” highlighted by accelerating revenue growth, record new-logo activity, and expanding product adoption tied to both AI and traditional observability demand. Q1 results show accelerati
Snowflake stock rallied on Thursday, boosted by an upbeat report from Datadog which underlined demand powered by AI.
Shares in DataDog jumped about 30% Thursday morning after the company reported 32% year-over-year revenue growth and projected full-year revenue of $4.3 billion. The monitoring-and-security platform for cloud applications is the best performer in the S&P 500, a sign that investors are finding buying opportunities amid concerns that artificial intelligence will displace legacy software business.
Datadog stock is leading software stocks higher after the enterprise tech players reported results ahead of expectations.
Cloud security firm Datadog on Thursday raised its annual forecast after beating Wall Street expectations for first-quarter results, fueled by high demand for its cloud security products amid rising artificial intelligence adoption. The company's shares were up nearly 36% in early trading. The demand for Datadog's monitoring and security tools have been on a rise due to increase in generative AI and cloud migration.
Datadog (DDOG) delivered earnings and revenue surprises of +19.14% and +5.18%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Earnings season marches on as investors will hear from big companies including McDonald's and CoreWeave. Data on the U.S. jobs market will also be watched closely, culminating in April nonfarm payroll numbers Friday.
Here's a trade that takes advantage of the high implied volatility around the earnings announcement for Datadog stock.
Selling put options before a company's earnings announcement can be a valid strategy for options traders seeking to capitalize on higher than normal volatility.
Bullish crossovers of the 80-day trendline typically yield positive returns for DDOG
Pre-Market Stock Futures: Futures are trading lower on this Thursday, but what a difference a month makes: 30 days ago, the worries over inflation and the spiraling situation in Iran were weighing heavily on the stock market. On Wednesday, the Nasdaq Composite and S&P 500 hit new all-time highs, driven by hopes for an extended ... Here Are Thursday’s Top Wall Street Analyst Research Calls: Boston Scientific, Datadog, Deckers Outdoor, McDonald’s, Murphy USA, On Semiconductor, Palantir Technologie
Among the best stocks in earnings performance, Comfort Systems has a pristine 99 EPS Rating, the highest in IBD's air conditioning and heating products industry group.