Monty Rakusen AI has been the coolest thing to talk about during conference calls through last year as companies vie for investor attention and capital in one of the hottest phases of technology in the longest time. According to FactSet, AI was discussed at least 177 times across earnings calls, reaching its peak in 2023 during Q2 last year. This year created a new record as companies discussed AI almost 200 times across conference calls, according to FactSet. That does not necessarily translate to results, ...

GPUs can be more than 200% faster than CPUs when parallel processing "Today, the most widely used type of GPU-based instance is also the least expensive. This suggests that many customers are still in the experimentation phase with AI and applying the GPU instance to their early efforts in adaptive AI, machine learning inference and small-scale training," said Yrieix Garnier, VP of Product at Datadog. "We expect that as organizations expand their AI activities and move them into production, they will be spe ...

Microsoft founder and former CEO Bill Gates shared a like-minded opinion in his blog last year. "The development of AI is as fundamental as the creation of the microprocessor, the personal computer, the internet, and the mobile phone." If Gates and Dimon are correct, the artificial intelligence boom could be the investment opportunity of a lifetime. Nvidia is the standard-bearer in accelerated computing, a discipline that pairs specialized hardware and software to accelerate complex data center workloads li ...

And so we'll just kick it off here, a very, very high level to start. Maybe for those that are not familiar with Datadog in the room, what is Datadog? What do you guys do? How do you think about the opportunity you're going after? Koji Ikeda David Obstler I mean, we monetize based on the infrastructure used to run applications and the data or logs that are used to analyze that. And so we don't monetize until the applications are in production. And then our platform takes in as much of the data as we can int ...

A month has gone by since the last earnings report for Datadog (DDOG) . Shares have lost about 5.8% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Datadog due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. Datadog Q1 Earnings Beat Estimates, Revenues Rise Y/Y Datad ...

A downtrend has been apparent in Datadog (DDOG) lately. While the stock has lost 9.2% over the past week, it could witness a trend reversal as a hammer chart pattern was formed in its last trading session. This could mean that the bulls have been able to counteract the bears to help the stock find support. The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the only factor that makes a bullish case for the stoc ...

Datadog (DDOG) has been beaten down lately with too much selling pressure. While the stock has lost 5.8% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier. We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change of price m ...

Datadog (DDOG) continues to benefit from strength in customer demand for modern observability, cloud security, software delivery and cloud service management offerings. The solid adoption of its cloud-based monitoring and analytics platform, owing to accelerated digital transformation and cloud migration across organizations, remains a positive. The company has consistently expanded its portfolio with new features and capabilities, such as serverless monitoring, real user monitoring and security monitoring. ...

In simple terms, a 13F gives investors over-the-shoulder access to Wall Street's brightest investment minds. Though the data can be delayed by more than six weeks, it provides a snapshot of what Wall Street's top investors bought and sold in the latest quarter (in this instance, 13Fs detailed trading activity for the first quarter). These filings can be especially useful in identifying which stocks, sectors, industries, and innovations asset managers are buying into or avoiding. The latest round of 13Fs sho ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Datadog (DDOG) . Datadog currently has an average brokerage reco ...