Software & IT Services
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Microsoft's Azure Turbo: Beat on Revenue and Earnings, Raised Growth Guidance, Stock Jumped 15%
Microsoft beat Q4 earnings and raised Azure guidance to 45%, sending MSFT up 15% in its largest market-cap gain ever, now testing $500.
Datadog (DDOG) Fell 19% After Q2 Beat and Guidance Raise - The AI Customer Cut Spooked the Market
Datadog beat Q2 revenue at $1.12B, beat EPS, and raised full-year guidance - then fell 19% on August 6. The reason: a usage cut from its largest AI customer and Q3 deceleration. At $237 with RSI at 24, here is whether the selloff is overdone.
Trump Says Data Centers Surpass Oil: Will AI Stocks See a New Surge?
Trump’s elevation of data centers to the level of a strategic equivalent to oil provides a clear policy endorsement for the industry, potentially driving a structural rally in AI stocks.
HubSpot Beat on Revenue and Earnings — But Missed on Customers and Got Crushed 20%
HubSpot beat Q2 revenue and EPS estimates but cut full-year guidance and missed customer-addition targets, sending HUBS down ~20% to a 12-year worst single-day decline.
Alphabet $25 Billion Bond Sale Draws Over $100 Billion in Orders
TradingKey - On Thursday local time, Alphabet issued $25 billion in investment-grade US dollar bonds, spanning 10 tranches with maturities ranging from 2 to 40 years. This marks not only the company's largest USD financing this year but also one of the highest-subscribed transactions in the AI-related bond market since 2026.
Datadog Q2 2026: Revenue Up 36% and Guidance Raised, but the Stock Fell 17%
Datadog beat on Q2 revenue and earnings and raised full-year guidance, yet DDOG fell ~17% to the mid-$230s after nearly doubling in 2026. Here’s why the stock dropped.
