Monty Rakusen Investment Thesis AI has been the coolest thing to talk about during conference calls through last year as companies vie for investor attention and capital in one of the hottest phases of technology in the longest time. According to FactSet, AI was discussed at least 177 times across earnings calls, reaching its peak in 2023 during Q2 last year. This year created a new record as companies discussed AI almost 200 times across conference calls, according to FactSet. That does not necessarily tra ...

GPUs can be more than 200% faster than CPUs when parallel processing NEW YORK, June 13, 2024 /PRNewswire/ -- Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced its new report, the State of Cloud Costs 2024. The report found organizations that use graphics processing unit (GPU) instances have increased their average spending on those instances by 40% in the last year. This growth in spend on GPU instances comes as more companies are experimenting with A ...

Much like the invention of the internet, the artificial intelligence boom could be the investment opportunity of a lifetime. JPMorgan Chase CEO Jamie Dimon discussed artificial intelligence (AI) in his recent shareholder letter: "We are completely convinced the consequences will be extraordinary and possibly as transformational as some of the major technological inventions of the past several hundred years: Think the printing press, the steam engine, electricity, computing and the internet." Microsoft found ...

Datadog, Inc. (NASDAQ:DDOG) The Bank of America Global Technology Conference June 4, 2024 1:40 PM ET Company Participants David Obstler - CFO Conference Call Participants Koji Ikeda - Bank of America Koji Ikeda All right. Hey, everybody. My name is Koji Ikeda, I'm a software analyst here at Bank of America covering Datadog. I am absolutely thrilled to do a fireside chat here with David Obstler. David Obstler There you go. Koji Ikeda Did I get it? David Obstler You got it. Koji Ikeda All right. Got it. Thank ...

A month has gone by since the last earnings report for Datadog (DDOG) . Shares have lost about 5.8% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Datadog due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. Datadog Q1 Earnings Beat Estimates, Revenues Rise Y/Y Datad ...

A downtrend has been apparent in Datadog (DDOG) lately. While the stock has lost 9.2% over the past week, it could witness a trend reversal as a hammer chart pattern was formed in its last trading session. This could mean that the bulls have been able to counteract the bears to help the stock find support. The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the only factor that makes a bullish case for the stoc ...

文章核心观点 - Datadog (DDOG)股票最近遭受了过度抛售压力,但已进入超卖区域,华尔街分析师预计公司将报告优于此前预测的更好的收益[1] - DDOG的相对强弱指数(RSI)为29.97,表明大量抛售可能已接近尾声,股价有望反弹回到供需平衡的水平[5] - 分析师对DDOG当前年度的盈利预测已上调295%,这通常会导致股价在短期内上涨[6] - DDOG目前被评为Zacks Rank 1(强烈买入),这进一步表明其短期内有望实现反弹[7] 行业分析 - 从技术指标来看,无论公司基本面如何,所有股票都会在超买和超卖之间波动[3] - RSI指标可以快速、轻松地检查股票价格是否达到了反转点[3][4] - 如果股票由于不合理的抛售压力而远低于其公允价值,投资者可能会寻找进场机会以获益于不可避免的反弹[4] - 但RSI指标也有局限性,不应单独用于投资决策[4] 公司分析 - DDOG股价最近下跌5.8%,但已进入超卖区域[1] - 分析师对DDOG当前年度的盈利预测大幅上调,这通常会导致股价在短期内上涨[6] - DDOG目前被评为Zacks Rank 1(强烈买入),这进一步表明其短期内有望实现反弹[7]

Datadog (DDOG) continues to benefit from strength in customer demand for modern observability, cloud security, software delivery and cloud service management offerings. The solid adoption of its cloud-based monitoring and analytics platform, owing to accelerated digital transformation and cloud migration across organizations, remains a positive. The company has consistently expanded its portfolio with new features and capabilities, such as serverless monitoring, real user monitoring and security monitoring. ...

Wall Street's brightest minds are dumping shares of artificial intelligence (AI) juggernaut Nvidia in favor of these two fast-growing tech stocks. You might not realize it, but one of the most important data releases of the quarter occurred roughly two weeks ago. On May 15, institutions with at least $100 million in assets under management were required to file Form 13F with the Securities and Exchange Commission. In simple terms, a 13F gives investors over-the-shoulder access to Wall Street's brightest inv ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Datadog (DDOG) . Datadog currently has an average brokerage reco ...