Dan Ives Calls SpaceX IPO A 'Goldilocks Outcome' That Signals Green Light For OpenAI, Anthropic Debuts

Wedbush analyst Dan Ives characterized SpaceX's IPO debut as a 'Goldilocks outcome' for the tech sector, with the stock opening at $150 (11.1% above the $135 IPO price) and closing 19.3% higher at $160.95. Ives believes the successful SpaceX listing signals investor appetite for capital-intensive ventures and clears the path for OpenAI and Anthropic IPOs before year-end. He maintains that the broader tech and chip sectors have significant upside potential as the AI spending cycle is only in its 'third inning.'

06/15/2026, 7:26 AM • Benzinga

The AI Boom Has a Hidden Winner—And It’s Not Nvidia

Cybersecurity stocks are emerging as the hidden winners of the AI boom, rebounding strongly with approximately 100% gains from early 2026 lows. Companies like Palo Alto Networks, CrowdStrike, and Datadog have received significant analyst upgrades, with cybersecurity being essential to the AI software stack. Institutional buying has resumed in 2026, and valuations suggest 50-100% upside potential over coming years, with major catalysts expected from Q2 earnings and datacenter buildouts.

06/12/2026, 12:17 PM • Investing

Software Stocks Are Sinking In 2026, But These 'Fab Five' Are Up 30% — And BofA Says They're Just Getting Started

Bank of America identifies five enterprise software stocks—Datadog, JFrog, MongoDB, Snowflake, and Twilio—as outperformers in 2026, collectively up 30% while the broader software sector declines 12%. The analyst attributes their strength to solid execution, AI exposure, and differentiated products, with AI-related revenue growing over 100% at Datadog and strong adoption across all five companies. BofA maintains Buy ratings on all five, expecting the gap between these winners and struggling peers to widen.

06/10/2026, 11:28 AM • Benzinga

3 Most Upgraded Stocks Last Month According to MarketBeat

Three technology stocks dominated analyst upgrades in May 2026: Datadog and Marvell Technology tied for most upgraded with 32 upgrades each, while Snowflake received 28 upgrades. All three stocks surged significantly—Datadog up 87.1%, Marvell up 24%, and Snowflake up 87%—driven by strong earnings beats, raised guidance, and momentum in the AI software and hardware trade. However, current price targets suggest potential downside for Datadog and Marvell, though Snowflake shows moderate upside potential.

06/03/2026, 12:13 PM • Investing

Wall Street Dumped This Magnificent ETF, but It's Making a Roaring Comeback With a 40% Gain Since April 10

The iShares Expanded Tech-Software Sector ETF (IGV) has rebounded 40% from its April 10 low after Wall Street initially feared AI would disrupt the software industry. Recent earnings reports from major software companies like ServiceNow, Atlassian, and Salesforce show accelerating revenue growth, suggesting AI concerns were overblown. The ETF holds 111 stocks and has historically outperformed the S&P 500 since its 2001 inception.

06/03/2026, 1:07 AM • The Motley Fool

AI Was Supposed To Kill Software Stocks: ServiceNOW Just Staged Its Best Rally On Record

Enterprise software stocks have staged a dramatic reversal after months of AI-displacement fears. ServiceNow posted a historic 40% rally in four sessions, while the software sector ETF (IGV) climbed 15% in three days. The narrative shift was catalyzed by Nvidia CEO Jensen Huang's endorsement that the AI agent era represents one of the best moments to be a software company, as platforms will be essential infrastructure for AI agents to operate through.

06/01/2026, 3:10 PM • Benzinga

S&P 500 Halts Gains As Oil Jumps 8% On Iran Ceasefire Standoff: Stock Market Today

Crude oil surged nearly 8% to its best day since April following U.S.-Iran military escalation, causing Treasury yields to rise and stalling the S&P 500's record run. The benchmark held flat while energy stocks led gains and software/AI stocks rallied on Nvidia's RTX Spark announcement. FedEx plunged 18.5% due to a mechanical spin-off, while MGM Resorts jumped 15.2% on an IAC takeover bid.

06/01/2026, 1:06 PM • Benzinga

Datadog Share Value Has More Than Doubled As Investors Recognize a Growing Market Opportunity

Datadog's stock has more than doubled from April lows, reaching all-time highs as the cloud monitoring company crossed $1 billion in quarterly revenue for the first time with 32% year-over-year growth. The company benefits from growing demand for AI usage tracking and cost optimization, though it faces competitive pressure from cloud providers like AWS and Azure. Despite a premium valuation of 22x sales, Datadog maintains strong fundamentals with $915 million in free cash flow and a valuable land-and-expand business model.

05/30/2026, 5:28 PM • The Motley Fool

Stock Market Today, May 29: Markets Extend Gains as Dell Soars 33%

Major U.S. indexes extended their rally on May 29, 2026, with the S&P 500, Nasdaq, and Dow all posting gains. Dell Technologies surged nearly 33% after beating earnings estimates and raising guidance on strong AI server demand. ServiceNow and Datadog also jumped on software enthusiasm, while Costco declined despite solid earnings. The market's ninth consecutive week of gains reflects growing confidence in AI infrastructure and a broadening AI ecosystem beyond mega-cap companies.

05/29/2026, 5:18 PM • The Motley Fool

2 Software Stocks Turning AI Fears Into Fundamental Gains

Software stocks that were feared to be disrupted by AI are showing strong fundamental gains. Atlassian and Datadog both beat Q1 2026 earnings expectations with accelerating revenue growth, demonstrating that AI is becoming a tailwind rather than a headwind. Both stocks have triggered bullish technical signals and are trading below historic valuation levels, suggesting potential investment opportunities in a sector that remains negatively sentiment.

05/22/2026, 5:24 AM • Investing

Datadog Soars, Dynatrace Slumps: Gap Widens in AI Agent Stocks

Datadog and Dynatrace, two observability platform providers positioned to benefit from AI agent adoption, have diverged sharply in recent performance. Datadog surged over 50% in May following a blockbuster Q1 2026 earnings report with 32.1% revenue growth and FedRAMP High certification, hitting all-time highs above $200. Dynatrace, meanwhile, fell 11% on its earnings release despite beating estimates, with 19% revenue growth and guidance suggesting a deceleration to 15% growth. While Datadog commands a premium valuation with a forward P/E four times higher than Dynatrace, its accelerating growth and market momentum contrast with Dynatrace's value positioning.

05/18/2026, 8:07 AM • Investing

1 Glorious Growth Stock to Buy Hand Over Fist in May, According to Wall Street

Datadog's AI-focused observability products are experiencing explosive demand, with the company reporting accelerated revenue growth to $1 billion in Q1 2026 (32% YoY increase) and raising full-year guidance. The stock has surged 40% since earnings and hit record highs. Wall Street analysts overwhelmingly recommend buying, with an average price target of $223.30 suggesting 10% upside, though the stock trades at a premium valuation (P/S ratio of 20) compared to peers.

05/13/2026, 1:30 PM • The Motley Fool

DigitalOcean, Micron, And Rocket Lab Are Among Top 10 Large-Cap Gainers Last Week (May 4-May 8): Are the Others in Your Portfolio?

Wall Street's momentum trade accelerated last week as earnings beats and AI-fueled optimism drove massive rallies across tech and infrastructure stocks. Ten large-cap stocks emerged as top performers, with gains ranging from 32% to 57%, driven by better-than-expected earnings, raised guidance, and major partnerships in cloud computing, semiconductors, and space technology.

05/10/2026, 9:10 AM • Benzinga

Datadog Stock Surges 30% on Q1 Earnings Beat and Raised Guidance

Datadog stock surged 30% following strong Q1 2026 earnings results, with revenue growth accelerating to over 32% and achieving its first billion-dollar quarter. The company raised guidance for Q2 and the full year, driven by new clients, service penetration, and new AI and datacenter-specific products. Net income more than doubled on a GAAP basis with adjusted operating income growing 34%. Management expects agentic AI adoption to accelerate growth in coming quarters. Analysts are cautiously optimistic, with recent revisions suggesting DDOG could reach fresh all-time highs above $200, though institutional ownership (80% of shares) poses a potential profit-taking risk.

05/08/2026, 6:21 AM • Investing

Nasdaq 100 Climbs Records, Oil Extends Drop As Iran Weighs Hormuz Deal: Stock Market Today

U.S. tech stocks reached record highs on May 7, 2026, as crude oil tumbled nearly 3% on hopes Iran will accept a U.S. memorandum to reopen the Strait of Hormuz. The Nasdaq 100 gained 0.4% to 28,706 while the S&P 500 rose 0.2% to 7,376. Earnings drove significant stock-specific moves, with major winners including AAON (+36%), Datadog (+30%), and H&R Block (+26%), while notable losers included Planet Fitness (-33%), Insmed (-22%), and Zoetis (-22%).

05/07/2026, 12:44 PM • Benzinga