We recently published Top 10 Buzzing Stocks to Watch as Analysts Predict AI-Led Bull Market Will Continue. Datadog Inc (NASDAQ:DDOG) is one of the top buzzing stocks to watch. D.A. Davidson’s Gil Luria explained in a latest program on CNBC how AI is helping companies like Datadog Inc (NASDAQ:DDOG). Here is what the analyst said: “This is a technology that’s actually not a great fit for business software. Business software is very precise. It’s very integrated. There’s workflows, permissions, connections. ...

Core Insights - ClearBridge Investments reported strong performance in the third quarter of 2025, with the S&P 500 Index rising 8.1% and the Nasdaq Composite increasing 11.2%, driven by positive economic factors and strong corporate earnings, particularly in technology [1] - The ClearBridge Large Cap Growth Strategy underperformed the benchmark due to underexposure to AI stocks and holding companies perceived as AI losers [1] Company Highlights - Datadog, Inc. (NASDAQ:DDOG) is highlighted as a key stock, with a one-month return of 5.76% and a 52-week gain of 22.53%, closing at $151.82 per share with a market capitalization of $52.946 billion [2] - The strategy initiated new positions in Datadog and other infrastructure software providers, emphasizing Datadog's leadership in cloud application monitoring and its potential for over 20% revenue growth due to the growing market for large language model observability [3] Financial Performance - Datadog reported revenue of $827 million in Q2 2025, reflecting a 28% year-over-year increase [4] - Despite its growth potential, Datadog is not among the top 30 most popular stocks among hedge funds, with 103 hedge fund portfolios holding its stock at the end of Q2 2025, up from 84 in the previous quarter [4]