Shares of Datadog (DDOG 15.12%) charged sharply higher Thursday. As of 10:53 a.m. ET, the stock was up 13.1%.The catalyst that sent the cloud monitoring, analytics, and security company soaring was the revelation that the stock will be joining the most widely followed stock market index in the U.S. An important nodIn a press release that dropped after the market closed on Wednesday, S&P Dow Jones Indices announced that Datadog would be added to the S&P 500 (^GSPC 0.84%) before the start of trading on July 9 ...

5/13/2025 Summary Within the evolving landscape of artificial intelligence, large language models (LLMs), a type of generative artificial intelligence, offer significant potential for improving the collection, processing, and analysis of large volumes of text data in evaluation. In this note, we present key lessons and good practices for leveraging LLMs based on our recent experiments. The experiments' results reveal that the LLMs tested could perform text classification quite well, achieving satisfactory r ...

Core Viewpoint - The current bear market in the Nasdaq-100, driven by economic and political uncertainties, may present a buying opportunity for long-term investors, particularly in the Invesco QQQ Trust, which tracks the performance of the Nasdaq-100 [2][10][13]. Group 1: Nasdaq-100 Overview - The Nasdaq-100 includes 100 of the largest non-financial companies listed on the Nasdaq stock exchange, serving as a proxy for technology and technology-adjacent industries [1]. - The index has experienced a decline of up to 23% from its record high in April, entering a technical bear market [2]. Group 2: The Magnificent Seven - The Magnificent Seven, a group of seven major U.S. stocks, represent 41.3% of the total value of the Invesco QQQ Trust, significantly influencing its performance [5]. - These stocks have averaged a decline of 15% this year, with Tesla leading the drop at 29% due to soft demand for electric vehicles [6]. - Alphabet reported a 46% year-over-year increase in net income, indicating strong earnings potential for the Magnificent Seven [6]. Group 3: AI and Future Growth - Companies like Alphabet, Amazon, and Microsoft are expected to benefit from the growing demand for AI services through their cloud platforms [7]. - Nvidia's data center revenue surged by 142% to $115.2 billion in fiscal year 2025, highlighting its strong position in the AI chip market [8]. Group 4: Invesco QQQ Trust Performance - The Invesco QQQ Trust has historically weathered multiple bear markets since its inception in 1999, delivering a compound annual return of 10% from 1999 to 2024 [10]. - The current bear market is not expected to derail this long-term trend, as historical patterns suggest potential recovery following economic shocks [11]. Group 5: Tariff Impact - Recent tariff adjustments by President Trump may alleviate some economic pressures, with negotiations for new trade deals underway [11]. - The tariffs primarily affect physical imports, leaving digital goods and services, crucial for companies like Alphabet, Microsoft, and Amazon, largely unaffected [12]. - Semiconductors are exempt from aggressive tariffs, benefiting companies like Nvidia, Broadcom, AMD, and Micron Technology [12].