DDOG is up 95% year-to-date. The real question is what the August 6 report actually reveals.
Money
A $11.2B revenue guide, a July AI event, and a data center business that just crossed a...
Custom chip revenue just grew 143% year over year. The selloff may be the opportunity.
The Q4 guide of $50B changes everything the market thought it knew about memory cycles.
A record $63B backlog and surging Power & Energy demand can’t hide the fact that CAT is...
META's $125B–$145B AI capex plan rattled the market. The revenue math and the ad flywheel say the...
IWM is outperforming SPY by roughly 10 points year-to-date. The drivers are structural, not temporary. And the...
Samsara just posted its third straight quarter of GAAP profitability. The market hasn't fully caught up.
The Claude maker's S-1 is the loudest infrastructure signal the AI market has sent all year. These...
