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30,427 signal articles · 135 in last 24h · 153,916 total before filter · latest 1h ago
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Investing.com29d agoneutral
Palo Alto Networks CEO held acquisition talks with both Okta and Datadog

The Information reported that between late 2024 and early 2025, Arora held a series of meetings with Okta CEO Todd McKinnon. The talks progressed to the point where the companies discussed product complementarity, but ultimately stalled over price disagreements, according to people with knowledge of the discussions cited by The Information. Okta, valued at roughly $13.5 billion at the start of last year, has since climbed around 30%, giving it a market cap near $23 billion.

Bloomberg43d agoneutral
S&P 500 Earnings Are So Good Investors Are Starting to Worry

(Bloomberg) -- The latest reason to worry about the stock market is quite the doozy: Earnings growth has been too strong. Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostTata Sons Chairman to Step Down, Deepening Leadership TurmoilFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIEpstein Victim Files Cleared for Release Over Maxwell’s ProtestAs the latest reporting season nears

AI code review platform CodeRabbit valued at $1.5 billion in latest funding round
Reuters43d agoneutral
AI code review platform CodeRabbit valued at $1.5 billion in latest funding round

AI code review ‌startup CodeRabbit ‌said on Wednesday it ​had raised $143 million in a funding round that ‌valued ⁠it at $1.5 billion. The round was ⁠co-led by Atomico and ​Smash Capital, ​with ​participation from ‌new investors including BMW I Ventures, Datadog, Hirtle Callaghan, among others. The ‌latest funding ​comes ​less ​than a ‌year after CodeRabbit's $60 ​million ​Series B funding round.

Bloomberg43d agoneutral
Nvidia-Backed Startup CodeRabbit Valued at $1.5 Billion in Round

(Bloomberg) -- CodeRabbit Inc., an artificial intelligence-powered code review service, has raised $143 million in a new funding round, tapping into demand for tools to spot flaws in AI-generated software programming. Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostTata Sons Chairman to Step Down, Deepening Leadership TurmoilFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPaki

Datadog coverage update: BofA stays bullish on weakness
TheStreet46d agoneutral
Datadog coverage update: BofA stays bullish on weakness

Datadog Inc. (DDOG) spent last summer defending itself against one accusation: that its biggest customer was quietly building its way out the door. In July 2025, Guggenheim downgraded the stock to sell, warning that OpenAI was developing in-house monitoring tools that could carve a $150 million ...

Dynatrace Q1 Earnings Call Highlights
MarketBeat47d agoneutral
Dynatrace Q1 Earnings Call Highlights

Dynatrace (NYSE:DT) said its first-quarter fiscal 2027 results exceeded the high end of its guidance, supported by record new-logo growth, expanding platform consumption and continued demand for observability tools as enterprises deploy more artificial intelligence workloads. Total annual recurring

Datadog’s largest customer renews deal but cuts usage
TheStreet47d agobearish
Datadog’s largest customer renews deal but cuts usage

Datadog (DDOG) sells software that helps companies monitor the performance and security of cloud applications. Its tools track servers, applications, software logs, and other systems behind cloud and artificial intelligence products. Datadog reported second-quarter revenue of $1.12 billion, up 36% ...

Atlassian Soars After Earnings as AI Momentum Sparks Software Sector Re-Rating
InvestorsHub48d agobullish
Atlassian Soars After Earnings as AI Momentum Sparks Software Sector Re-Rating

Atlassian (NASDAQ:TEAM) was indicated more than 30% higher in pre-market trading on Friday after delivering fiscal fourth-quarter results that comfortably exceeded Wall Street expectations, prompting investors to rethink concerns that artificial intelligence could undermine traditional enterprise software providers. The company reported quarterly revenue of $1.

Datadog Q2 Earnings Call Highlights
MarketBeat49d agoneutral
Datadog Q2 Earnings Call Highlights

Datadog (NASDAQ:DDOG) reported second-quarter revenue of $1.12 billion, up 36% from a year earlier and above the high end of its guidance range, as growth accelerated across both AI-focused and non-AI customers. Co-founder and Chief Executive Officer Olivier Pomel said revenue growth among non-AI c

Datadog shares tumble despite earnings beat and stronger full-year outlook
InvestorsHub49d agoneutral
Datadog shares tumble despite earnings beat and stronger full-year outlook

Datadog (NASDAQ:DDOG) shares plunged more than 21% in pre-market trading on Thursday, even after the cloud monitoring and cybersecurity specialist reported better-than-expected second-quarter results and lifted its full-year guidance. The sharp selloff appeared to reflect investor profit-taking following the stock’s recent record highs, rather than any deterioration in the company’s operating performance.

Investing.com49d agobullish
Datadog sinks 21% despite raised guidance, Q2 beat

Investing.com -- Datadog reported second-quarter results that topped consensus estimates and raised its full-year outlook, but shares fell more than 21% in premarket trading Thursday, a move that may reflect profit-taking after the stock hit a fresh all-time closing high earlier in the week.