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- Why Datadog Stock Took a Dive Today
Datadog shares fell sharply on Wednesday, dropping as much as 14.6% and still down 13.8% as of 11:11 a.m. ET, even though third-quarter results beat expectations. Revenue rose 35% year over year to $1.2 billion and adjusted EPS of $0.81 rose 47%, both well above analyst estimates, while customers spending $100,000 or more in ARR grew 20% to 4,060. Datadog raised its full-year 2026 outlook to $4.52 billion in revenue and $2.74 in adjusted EPS, but its fourth-quarter revenue guidance implies growth slowing to roughly 25%. With the stock trading at 76 times forward earnings, that slowdown weighed on sentiment, and the author argues the sell-off may not last because Datadog tends to under-promise and over-deliver.
- Datadog Beats Earnings Expectations. The Stock Is Acting as If It Didn’t.
Datadog stock fell as investors reacted as if the company had reported disastrous earnings.
- Datadog’s stock extends steep declines in the wake of earnings
Datadog's stock continued to fall steeply after its earnings report. The company's revenue forecast failed to top expectations.
- Datadog Stock Gets an Upgrade as OpenAI Setback May Be Fading
A Bernstein analyst says Datadog's artificial-intelligence customers are spending more than expected. The article also notes the upgrade comes as an OpenAI setback may be fading.
- Datadog Stock Fell Nearly 12% as AI Spending Fears Hit Cloud Stocks. Its Earnings Estimates Didn't Move
Datadog (DDOG) closed at $235.27 on October 30, down 11.50% with no company announcement behind the drop, a move the article links to AI spending fears after Amazon and Intel results, even though Amazon's cloud unit grew 39.3%. The stock fell 14.1% in October from $273.85 at the end of September, while the next-12-month EPS estimate stayed near $2.65 and the forward P/E dropped from about 103 times to about 89 times. The Street's mean target rose to about $294, and Wells Fargo raised its target to $325 from $295. TechCrunch reported that Upwind walked away from a reported near-$4 billion offer and raised $400 million instead, though neither company has confirmed the talks. Datadog reports third-quarter results on November 4, with revenue guidance of $1.135 billion to $1.145 billion, and the 2027 EPS estimate, now about $2.98, is the figure the article highlights to watch.
- Datadog, Intel, CoreWeave, Tesla, Amazon, Cleveland-Cliffs, and More Stocks That Explain Today's Market
Datadog was the best performer in the S&P 500 after Bernstein upgraded it to Outperform.
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Democrats won control of both the House and Senate in the midterm elections, which could shift US policy on Iran, Israel and Ukraine. Two sources told Reuters the risk of a new full-scale US attack on Iran after the vote has fallen, though a heavy Republican defeat could make Tehran more confident. On Ukraine, Democrats could propose new aid that might override Trump's veto with a two-thirds majority, though this would be slow to pass. Oil prices fell for three straight days, but low inventories are seen limiting further declines. Analysts also say the election could give some Asian countries reason to delay investment pledges made to avoid tariffs.
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Stocks surged after the elections and a sharp drop in oil prices. Shares across many sectors show buy signals, but the article also points to one area to avoid.
- Why Accel Entertainment Was a Huge Winner on Wednesday
Accel Entertainment (ACEL) shares rose 13.15% on Wednesday after third-quarter results beat analyst estimates. Revenue grew 10% year over year to almost $364 million, and adjusted (non-GAAP) net income rose 12% to more than $18 million, or $0.22 per share, above forecasts of under $357 million and $0.17 per share. Growth came mainly from more gaming machines, which rose 7% to 29,548 across 4,705 locations (up 6%), with strong performance in Georgia, Nebraska and Illinois. The author views the company's business model as straightforward and reliably profitable, with positive cash flow.
- 6-month currency swap: Supporting liquidity, easing interest rate pressure
Mr. Nguyễn Thế Minh, Director of Investment Banking at ABS Securities, views the State Bank of Vietnam's 6-month foreign currency–VND swap operation as a suitable measure to support VND funding for credit institutions as interbank rates have trended upward. Exchange rate pressure has eased significantly compared with last year, creating favorable conditions for the operation. The relatively favorable swap cost could help banks balance liquidity and ease short-term interest rate pressure, while household deposits have recently risen. However, the maximum size of USD 2 billion and the 6-month tenor mainly address temporary liquidity needs and do not solve long-term funding issues.
- Is the AI Bubble Popping?
The Motley Fool podcast discusses fears of an AI bubble and whether AI investments will deliver real returns. Meta's AI agent app Muse reached 10 million downloads and 2.5 million active users but is still barely monetized, while infrastructure and operating costs are high. Speakers say it may take until 2030 or even 2035 to know whether this spending pays off. The episode also covers SpaceX's spending ambitions, weak consumer spending and Netflix's growth challenges, and notes the Nasdaq was heading for a drop of over 5% in two weeks.
- Why are banks cutting staff en masse?
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