Datadog has surged over 70% year-to-date, defying concerns about a 'SaaSpocalypse' in software stocks. The company's growth is fueled by accelerating demand for AI-native infrastructure monitoring, making it a standout performer amid a market rotation favoring chip stocks. A strong quarter with better-than-expected earnings and raised guidance in early May boosted investor confidence, pushing shares to new highs. Datadog's focus on AI-driven solutions positions it well for continued success despite broader market skepticism toward software firms.
Datadog has transformed into a comprehensive platform for cloud infrastructure, security, and application monitoring, achieving $761.6 million in revenue for Q1 2026, a 25% increase year-over-year. The company reported a non-GAAP EPS of $0.46 and sho...
Enterprise cybersecurity spending is projected to reach $215 billion by 2026, driven by rising AI-powered threats and stricter disclosure rules. Investors can access this growth through three main ETFs: Global X Cybersecurity ETF (BUG), First Trust N...
