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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

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.

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...

Shares in Sunnyvale, Calif.-based company rose an eye-popping 20% Thursday, a day after executives reported an earnings beat.

Fortinet Inc. (NASDAQ:FTNT) is one of the 10 Stocks Outperforming Wall Street With Monster Returns. Fortinet soared to a new 52-week high on Thursday, as investors resumed buying positions after a strong earnings performance in the first three months of the year and an upbeat outlook for the second quarter and the full-year period. At […]

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.

JFrog raised its full-year outlook after first-quarter earnings and revenue topped Wall Street expectations, with the company saying AI coding agents are driving cloud demand.

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.

Analysts point to strong data center traction

Fortinet Inc (NASDAQ:FTNT) reported stronger-than-expected results for the first quarter of 2026, sending its shares more than 21% higher to about $109 on Thursday morning. For Q1, revenue rose 20% year over year to $1.85 billion, compared with analyst expectations of about $1.73...

FTNT posts Q1 beats on earnings and revenues, fueled by strong enterprise demand and growth across AI security, SASE and OT markets.

AI ransomware and data centers are both driving up demand for Fortinet’s products, analyst Gray Powell said.

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

Fortinet reported its first-quarter 2026 results on 6 May, with revenue rising to US$1,849.6 million and net income to US$534.5 million, alongside higher earnings per share versus a year earlier. Beyond the headline beat and raised guidance, Fortinet underscored the growing role of AI-enabled security and new FortiGate G-series appliances in driving demand across data centers and operational technology environments. We'll now examine how Fortinet's stronger-than-expected Q1 results and...

Investing.com -- Cybersecurity firm Fortinet shares rallied 16% in premarket on Thursday as investors cheered strong first quarter.

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

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