$Datadog(DDOG.US) showing signs of reversing and bounce today.
Source: Sunrise Trader
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Anthropic has just surpassed OpenAI in quarterly revenue for the first time, with revenue more than doubling — just three months ago, OpenAI was still the clear leader.The year-over-year numbers look ...
S a a S
S u m m e r $Palantir Tech(PLTR.US) 107 —> $179$Shopify (SHOP.US) $97 —> $157$Reddit(RDDT.US) $120 —> $155$Adobe(ADBE.US) $193 —> $271$ServiceNow(NOW.US) $80 —> $125$Datadog(DDOG.US) $105 —> $252$Atlassian(TEAM.US) $57 —> $165 $Zeta Global(ZETA.US) $18 —> $29 $IGV +42% from April lowsanyone who took a chance on software over the past few months, especially in the face of semis ripping higher daily, deserves to enjoy this onequality businesses that are governing and orchestrating tokens got sold off for fears from model companies that ultimately will be providing AI tools to make the application layer even strongerthe rotation to SaaS is also not taking away from semis which is strong for the broader health of the marketSource: amit
$Datadog(DDOG.US) | Needham 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗗𝗮𝘁𝗮𝗱𝗼𝗴, raises PT to $𝟯𝟬𝟬 from $𝟮𝟲𝟬
Analyst sees durable growth supported by accelerating non-AI business and the growing breadth and scale of AI customers.Good news for local banks delivered clean sweep and strong earnings send Straits Times to fresh high.
SpaceX rallied through a $100B share unlock. Unsure whether the retail conviction or steady local fundamentals trend to trust more.
Glad for Atlassian, Airbnb and Datadog revenues rose.
Hope it can boost the global economy.
Singapore's banks delivered a clean sweep this week: DBS, SGX and Venture Corp all beat, then OCBC and UOB followed with strong earnings of their own, sending $FTSE Straits Times Index(STI.SG) to fres...
Tech has made a remarkable turnaround since last week and seems to be doing rather well. There are those who still are wary and rightly so. However I believe tech is just starting its engines.
$DBS(D05.SG) just crossed a milestone: total income above S$6B for the first time, on record quarterly profit. Meanwhile $SpaceX(SPCX.US) delivered its first earnings report as a public company, beat ...
The markets are placing such high expectations on these memory stocks. The funny thing is the valuation now is generally lower than when the market was hungrily bidding them up just two months back. Sentiments just can’t be quantified. It allows rational investors better prices though so that’s a good thing.
$DBS(D05.SG) just crossed a milestone: total income above S$6B for the first time, on record quarterly profit. Meanwhile $SpaceX(SPCX.US) delivered its first earnings report as a public company, beat ...
This week is packed with important market catalysts. I'm paying close attention to the earnings reports from SGX, Venture Corp, Datadog, Cloudflare, and Airbnb, as management guidance and future outlook will likely have a bigger impact than whether they simply beat or missed expectations. Next week's US CPI report could also influence expectations for interest rates and market sentiment across global equities. If inflation continues to ease, growth and technology stocks may benefit, while a higher-than-expected reading could increase volatility. I'll be watching the numbers carefully before drawing any conclusions, as one earnings report rarely tells the full story. Looking forward to seeing how the market reacts over the next several trading sessions.
$DBS(D05.SG) just crossed a milestone: total income above S$6B for the first time, on record quarterly profit. Meanwhile $SpaceX(SPCX.US) delivered its first earnings report as a public company, beat ...

$DBS(D05.SG) just crossed a milestone: total income above S$6B for the first time, on record quarterly profit. Meanwhile $SpaceX(SPCX.US) delivered its first earnings report as a public company, beat ...
• $Meta's stock fell after earnings due to increased AI spending.
• $Microsoft(MSFT.US) exceeded fiscal fourth-quarter targets driven by AI and cloud strength. • $SoFi Tech(SOFI.US) declined despite surpassing Q2 earnings and revenue estimates. • SK Hynix missed Q2 sales targets but reported a surprising net profit. $SK Hynix(SKHY.US) • Lam Research's stock rose after beating fiscal Q4 estimates and raising guidance. $Lam Research(LRCX.US) • Datadog's stock surged ahead of Q2 earnings, fueled by AI expectations. $Datadog(DDOG.US) • Fortinet reported strong Q2 earnings and revenue, leading to a stock increase. $Fortinet(FTNT.US) • Garmin's stock jumped after beating Q2 targets and raising its full-year outlook. $Garmin(GRMN.US)