Welcome back to Market on Close. I'm Marley Caden here in Chicago alongside Sambatis at the New York Stock Exchange. Some final thoughts on the session today.We got retail sales figures this morning coming in flat month over month. They fell short of estimates and sent yields lower. Although the markets didn't react too much, spending during the December holiday shopping season slowed significantly to stay in line with November spending.While economists expected an increase of about 4/10en of a percent on a ...

Economic Indicators - Nonfarm payrolls are expected to increase by +68,000 in January, with the unemployment rate remaining unchanged at 4.4% [1] - Average hourly earnings are projected to rise by +0.3% month-over-month and +3.7% year-over-year in January [1] - Initial weekly unemployment claims are anticipated to decrease by -7,000 to 224,000 [1] - Existing home sales in January are expected to decline by -4.3% month-over-month to 4.16 million [1] - January CPI is expected to rise by +2.5% year-over-year, with core CPI also expected to increase by +2.5% year-over-year [1] Retail Sales and Employment Costs - US December retail sales were unchanged month-over-month, falling short of expectations of +0.4% [2] - The employment cost index for Q4 rose by +0.7% quarter-over-quarter, which is the smallest increase in 4.5 years and below the expected +0.8% [2] Stock Market Performance - Stock indexes experienced mixed trading, with the Dow Jones reaching a new all-time high while the S&P 500 closed down -0.33% and the Nasdaq down -0.56% [6][5] - The broader market initially found support from weaker-than-expected retail sales and employment cost index reports, which lowered bond yields [5] Earnings Season Insights - Over half of the S&P 500 companies have reported earnings, with 78% beating expectations [7] - S&P earnings growth is expected to rise by +8.4% in Q4, marking the tenth consecutive quarter of year-over-year growth [7] - Excluding the Magnificent Seven tech stocks, Q4 earnings are projected to increase by +4.6% [7] Interest Rates and Bond Market - The markets are pricing in a 23% chance of a -25 basis point rate cut at the next Federal Reserve meeting [8] - The 10-year T-note yield fell to a 3.5-week low of 4.13%, supported by weaker-than-expected economic reports [9] Sector Performance - AI-infrastructure stocks faced pressure, with Western Digital down more than -7% and other tech stocks also declining [12] - Wealth-management stocks dropped significantly, with Raymond James Financial down more than -8% due to concerns over AI disruption [13] - Homebuilding stocks rose after the drop in mortgage rates, with Toll Brothers up more than +6% [14] Company-Specific Developments - Goodyear Tire & Rubber Co reported Q4 adjusted EPS of 39 cents, below the consensus of 49 cents, leading to a decline of more than -14% [15] - Incyte forecasted dull-year total net product revenue of $4.77 billion to $4.94 billion, causing a drop of more than -8% [16] - Spotify reported a record 38 million monthly active users in Q4, leading to a rise of more than +17% [17]

DataDog Surges 15% After Q4 Results - Moby BREAKING NEWS Datadog, a data security and monitoring firm, is up almost 15% today after beating the Street’s estimates on its fourth-quarter results. Revenue came in around $953 million, up about 29% year over year. EPS beat expectations by roughly 6 to 7 percent, and forward guidance landed at $4.06 to $4.10 billion, a touch below prior consensus around $4.11 billion. Wall Street didn’t seem to care. The stock jumped to $130.47 from recent lows near $105.7. ...

Datadog (DDOG) shares ended roughly 15% higher on Tuesday after the observability service for cloud-scale applications came in handily above Street estimates for its fiscal Q4. As investors cheered the constructive release, DDOG soared past its 20-day moving average (MA), signaling the upward momentum could sustain in the near-term. Versus its November high, Datadog stock remains down about 35%, indicating long-term investors may still have time to initiate a position in this fast-growing artificial inte ...

Core Insights - Datadog, Inc. reported fourth-quarter earnings that exceeded analyst expectations, resulting in a more than 13% increase in shares during premarket trading [1] - The company posted adjusted earnings per share of $0.59, surpassing the analyst estimate of $0.55, while revenue grew 29% year over year to $953 million, exceeding the consensus forecast of $917.01 million [1] Customer Growth - Customer growth remained strong, with 603 customers generating annual recurring revenue of $1 million or more, representing a 31% increase from 462 customers a year earlier [2] Future Guidance - For the first quarter, Datadog guided revenue between $951 million and $961 million, exceeding analyst expectations of $935 million, although the adjusted EPS guidance of $0.49 to $0.51 fell short of the $0.54 consensus estimate [2] - For fiscal year 2026, the company projected revenue of $4.06 billion to $4.10 billion, slightly below the analyst consensus of $4.11 billion, and forecast adjusted EPS of $2.08 to $2.16, compared to expectations of $2.41 [3]

Datadog Inc (NASDAQ: DDOG) is rallying this morning after the cloud-based observability firm posted its fourth-quarter report that, on the surface, appeared to be a clean beat. The company reported $9... ...

Approaching midday, stocks have turned around their mixed morning; an increasingly common sight over the last few trading sessions. At this moment, 61.2% (3,404) issues are advancing against 35.4% (1,971) in decline.It forecast that next year, the company's adjusted EBITDA will be between $8 billion and $10 billion. (Compare that with the $6.8 billion it reported in 2025 and the $8.86 billion expected in 2026 by analysts.)Late last year, Ford was handed two massive inconveniences: a fire at a key supplier, ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

【导读】平淡的夜晚，道指再创新高 大家好，今晚的消息面上略微平淡，我们简单看一下海外市场的表现。 2月10日晚间，美股三大指数震荡上涨，道指涨幅在200点到300点之间，再创历史新高，纳指跟标普指数微涨。 高盛、美国运通等金融股延续涨势。道指盘中第三次连续刷新历史纪录；而在上周，道指首次突破50000点大关。 大盘的支撑主要来自软件板块上涨：Datadog和ServiceNow分别反弹约14%和4%，Unity股价也上涨5%。 消息面上，Datadog业绩超预期，2025财年收入为34.3亿美元，同比增长28%；运营现金流达10.5亿美元，自由现金流达9.15亿美元。2025财年第 四季度收入同比增长29%，达到9.53亿美元；其中大型客户增长强劲，ARR超过100万美元客户达到603家，较上年同期的462家增长31%；推出了 Bits AI SRE Agent、存储管理、功能标志和数据可观测性产品，实现全面可用性。 AI应用软件股大涨，相关指数ETF大涨超2%。高盛集团CEO大卫·所罗门认为，上周因担心人工智能竞争而导致的软件股大跌，可能被市场反应 过度。 所罗门表示："我觉得过去一周的叙事有点过于泛化了。 ...

So far in 2026, few sectors outside of the software industry have attracted such a lightning rod of attention. Ever since Anthropic ( ANTHRO ) released an upgraded version of Claude that promised more advanced capabilities, investorsWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contribut ...