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Datadog (DDOG) Q1 2026 Earnings Transcript
Motley Fool125d agoneutral
Datadog (DDOG) Q1 2026 Earnings Transcript

During this call, we will make forward-looking statements, including statements related to our future financial performance, our outlook for the second quarter and the fiscal year 2026 and related notes and assumptions, our product capabilities and our ability to capitalize on market opportunities. Additional information will be made available in our upcoming Form 10-Q for the fiscal quarter ending March 31, 2026, and other filings with the SEC. With that, I'd like to turn the call over to Olivier.

Bloomberg125d agoneutral
Rubio Approves $25.8 Billion in Weapons Push for Mideast Nations

(Bloomberg) -- Secretary of State Marco Rubio approved the sale of hundreds of prized air-defense interceptors and other weapons to Middle East partners in deals worth $25.8 billion, three times the amount disclosed when the administration announced the agreements last week.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealChin

Apple’s Camera-Equipped AirPods Reach Late Testing in AI Device Push
Bloomberg125d agoneutral
Apple’s Camera-Equipped AirPods Reach Late Testing in AI Device Push

(Bloomberg) -- Apple Inc. has reached the late stages of development for new AirPods with built-in cameras, a significant milestone for what will likely be its first wearable device designed for the artificial intelligence era.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealChina Asks Banks to Pause New Loans to US-Sanctioned

Goldman Sachs sets jaw-dropping AMD stock price target after earnings
TheStreet125d agobearish
Goldman Sachs sets jaw-dropping AMD stock price target after earnings

Goldman Sachs clearly isn’t sitting on the sidelines when it comes to Advanced Micro Devices (AMD) stock, given its eye-popping price target reset following earnings. The bank bumped its rating on the chipmaker to Buy from Neutral and raised its price target to $450 from $240 (a stunning 88% ...

Wall Street backs trading giant after valuation doubles
TheStreet125d agoneutral
Wall Street backs trading giant after valuation doubles

Wall Street firms are pouring fresh capital into a trading category that barely existed in mainstream finance two years ago. Some of the biggest names in venture capital and traditional finance, including Morgan Stanley, Sequoia Capital and Andreessen Horowitz, are now backing prediction markets as ...

Disney parks send strong message on U.S. consumers
TheStreet125d agoneutral
Disney parks send strong message on U.S. consumers

Theme parks have always been a strange place to look for an economic forecast. But for years, what American families decide to do with their summer vacation dollars has told a clearer story about the U.S. economy than most data points coming out of Washington. When that vacation money keeps ...

SoftBank in talks with Nvidia to build homegrown AI servers, Nikkei reports
Reuters125d agoneutral
SoftBank in talks with Nvidia to build homegrown AI servers, Nikkei reports

Japan's SoftBank ‌Corp has ‌begun discussions with ​U.S. chip giant Nvidia and Taiwanese contract ‌manufacturer ⁠Foxconn as the conglomerate ⁠weighs plans to build ​homegrown ​artificial ​intelligence servers, ‌the Nikkei newspaper reported on Friday. SoftBank is considering starting design ‌and ​component ​assembly ​by the ‌end of the ​decade, ​Nikkei added.

BofA sees more room for Home Depot shares
TheStreet125d agoneutral
BofA sees more room for Home Depot shares

Home Depot has spent the past few years trying to build a larger business around professional contractors, and Bank of America says that shift could give the home improvement retailer a stronger setup than its peers. Bank of America reinstated coverage of Home Depot with a buy rating and a $374 ...

CoreWeave’s Stunning Rally Creates Prove-It Moment for Earnings
Bloomberg125d agobullish
CoreWeave’s Stunning Rally Creates Prove-It Moment for Earnings

(Bloomberg) -- CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealChina Asks Banks to Paus

Walmart, Target, and Costco make key self-checkout changes
TheStreet125d agoneutral
Walmart, Target, and Costco make key self-checkout changes

Checking out from a grocery store used to be a relatively simple thing. You waited in line, then a person scanned your items, you paid — maybe even by writing a check — and then went on your way. Some stores had 10-items-or-less lines, and the closest thing to a checkout controversy would be when ...

Datadog Q1 Earnings Call Highlights
MarketBeat125d agoneutral
Datadog Q1 Earnings Call Highlights

Datadog (NASDAQ:DDOG) reported first-quarter 2026 results that management described as a “very strong start to 2026,” highlighted by accelerating revenue growth, record new-logo activity, and expanding product adoption tied to both AI and traditional observability demand. Q1 results show accelerati

Celsius Q1 Earnings Call Highlights
MarketBeat125d agoneutral
Celsius Q1 Earnings Call Highlights

Celsius (NASDAQ:CELH) executives touted record first-quarter 2026 revenue, expanding market share, and integration progress across the company’s multi-brand energy drink portfolio during its earnings webcast, while also noting near-term commodity and freight pressures that could influence the timing

APA Q1 Earnings Call Highlights
MarketBeat125d agoneutral
APA Q1 Earnings Call Highlights

APA (NASDAQ:APA) reported first-quarter 2026 results highlighted by higher-than-guided Permian oil production, strong execution across its portfolio, and nearly $0.5 billion in free cash flow, while management reiterated a focus on capital discipline and balance sheet improvement amid heightened geo