DDOG is up 95% year-to-date. The real question is what the August 6 report actually reveals.
Record cash flows, a gold bear market, and Newmont earnings that could reframe the entire sector.
A $11.2B revenue guide, a July AI event, and a data center business that just crossed a...
Crude is back near $68. The second-order beneficiaries of that collapse are hiding in plain sight.
The ad tier is the new growth engine. The market hasn't figured out what it's worth yet.
Revenue nearly quadrupled year over year. The AI memory supercycle is just getting started.
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...