After a tough start to 2026, software stocks are recovering, driven by investors focusing on AI winners. Datadog is highlighted for its superior growth and margins compared to peers like Snowflake and MongoDB. CrowdStrike is favored for its cybersecurity platform, expected to lead in revenue growth amid enterprise consolidation. ServiceNow also gains attention after raising AI-driven revenue targets, though technical confirmation of its recovery is needed. These insights come from Amrita Roy, who manages a growth-focused family office fund and offers investment strategies through her newsletter.
Datadog has been recognized as a Leader in Gartner's 2026 Magic Quadrant for Observability Platforms for the sixth consecutive year, ranking highest in Ability to Execute. This highlights Datadog's strong investment in AI-powered observability and se...
The REX AI Equity Premium Income ETF (AIPI) changed its distribution schedule from monthly to weekly payments while maintaining a similar annual yield near 35%. The fund generates income by selling call options on AI-focused stocks like Palantir and ...
