Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors.
However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.
As of January 27, 2026, the software-as-a-service (SaaS) sector is undergoing a profound transformation. After the "AI Hype" years of 2023 and 2024 and the "Efficiency Re-set" of 2025, enterprises have entered 2026 with a mandate for "Agentic Automation." At the center of this shift is Datadog (NASDAQ: DDOG), a company that has evolved from [...]
Shares of cloud monitoring platform Datadog (NASDAQ:DDOG) jumped 4.9% in the afternoon session after Stifel upgraded the company's stock to "Buy" from "Hold", citing expectations of a strong quarterly performance.
March Nasdaq 100 E-Mini futures (NQH26) are trending down -0.20% this morning as a lackluster forecast from semiconductor giant Intel weighed on sentiment.
Shares of cloud monitoring platform Datadog (NASDAQ:DDOG) jumped 7.3% in the afternoon session after Stifel upgraded the stock from a "Hold" to a "Buy," citing expectations for a strong fourth-quarter performance.
A number of stocks jumped in the afternoon session after President Trump cooled fears of a transatlantic trade war by calling off scheduled tariffs on European allies.
Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at Nutanix (NASDAQ:NTNX) and its peers.
Citi’s target cuts underscore that DDOG, FSLY, and TEAM face real AI‑driven competitive pressure and stretched multiples, so investors may want to exit or reduce positions before the market fully reprices these names for a slower, more crowded post‑A...
Software is rapidly reducing operating expenses for businesses. In the past, the undeniable tailwinds fueling SaaS companies led to lofty valuation multiples that made it easier to raise capital.
But this was a double-edged sword as the high prices exposed them to big drawdowns, and unfortunately, the industry has tumbled by 11.2% over the last six months. This drawdown is a far cry from the S&P 500’s 10% ascent.
A number of stocks fell in the afternoon session after tech stocks pulled back as reports surfaced that Chinese customs authorities blocked Nvidia's H200 AI chips, effectively halting their entry despite recent U.S. export approvals.
