News — AI supercycle headlines

Trefis23h agoneutral

Datadog (DDOG) has faced intense scrutiny regarding its vulnerability to hyperscaler competition. The bear case is well understood. Major cloud providers like Amazon (AMZN) and Alphabet (GOOGL) are actively bundling native observability tools into their core platforms, threatening to commoditize basic monitoring. At the same time, Datadog relies on a usage-based pricing model, which has prompted aggressive customer cost optimization and seat compression in a tighter macroeconomic environment. Th

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Investor's Business Daily1d agoneutral

Dow Jones Futures: Trump Says U.S.-Iran Ceasefire Holds; Akamai, Cloudflare, IREN Are Big Earnings Movers

Dow Jones futures: President Donald Trump says a U.S.-Iran ceasefire is intact despite clashes. Rocket Lab, Cloudflare and IREN are big earnings movers.

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Simply Wall St.1d agoneutral

US Stock Market Today: S&P 500 Futures Climb As Traders Weigh Jobs And Inflation

The Morning Bull - US Market Morning Update Friday, May, 8 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.4% and Nasdaq-100 futures up roughly 0.6%, as investors focus on a key mix of jobs and inflation signals. The April non-farm payrolls report is expected to show 62,000 new jobs, unemployment at 4.3% and paychecks rising 0.3% month on month, which hints at an economy that is cooling but still holding up. At the same time, global food prices...

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Investor's Business Daily1d agoneutral

Dow Jones Futures: Stocks Fall On Iran Doubts But Nvidia, Tesla Strong; Rocket Lab, Cloudflare, Iren Are Big Earnings Movers Late

Iran deal doubts hit stocks Thursday, but Nvidia, Tesla were strong. CoreWeave, Rocket Lab, Cloudflare were earnings movers late. The jobs report is on deck.

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The Wall Street Journal1d agoneutral

Software Shines With Booming Earnings Season Thundering Along

A wave of blockbuster earnings in tech is catching a couple software companies, too. Shares in Datadog jumped 31% on Thursday after the company reported 32% year-over-year revenue growth. Cybersecurity provider Fortinet added 20%, after it said it was seeing higher demand for its offerings because of artificial intelligence.

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The Fly1d agoneutral

Oracle upgraded, Planet Fitness downgraded: Wall Street's top analyst calls

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MT Newswires1d agoneutral

Peace Deal Hopes, Strong Earnings Nudge US Equity Futures Higher Pre-Bell

US equity futures were slightly higher pre-bell Thursday as hopes for a finalized peace deal between

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Barrons.com2d agoneutral

These Stocks Are Today’s Movers: Arm, AMD, Apple, Fortinet, McDonald’s, Whirlpool, and More

Shares in Arm fall after the British chip maker reports solid earnings but suggests it may not be able to meet surging demand.

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