Datadog Inc. (DDOG)

On July 2,  Ed Yardeni of Yardeni Research appeared on CNBC to talk about the upcoming earnings season and how it is driving market momentum.

Cybersecurity has become one of the cleaner growth stories in software because AI is making the threat surface larger.

Is DDOG a good stock to buy? We came across a bullish thesis on Datadog, Inc. on Elliot’s Musings’s Substack by Elliot. In this article, we will summarize the bulls’ thesis on DDOG.

According to JP Morgan’s mid-year outlook 2026 report, there remains an indication that the AI investment cycle would continue through the remainder of 2026.

On June 12, McKinsey & Company noted that, despite many organizations adopting AI coding tools, only a few are able to capture the full value of these technologies because they layer AI onto existing ...

High-growth stocks often come with a catch. Some companies can expand quickly only by leaning on debt, issuing capital, or hoping that future profits arrive before the balance sheet starts barking.

​May 2026 proved to be a good month for the American stock market, as the S&P 500 gained around 5.12% to top 7,500 points, and the NASDAQ Composite also gained roughly 7.8% to top 27,000 points.

Investor disappointment was visible on April 23, when IBM and ServiceNow plunged despite both beating first-quarter revenue and profit estimates.

TheFly reported on May 12 that Goldman Sachs increased its price target on DDOG to $139 from $121 while maintaining a Sell rating on the shares.