sells software that helps companies monitor the performance and security of cloud applications. Its tools track servers, applications, software logs, and other systems behind cloud and artificial intelligence products. Datadog reported second-quarter revenue …
Why did I just buy my first bond ever, after years of being 100% invested in stocks? It comes down to a single number: 5.2%. That’s the highest 30-year Treasury yield we’ve seen since 2007, and it’s reshaping the calculus for every other investment out [...]
Semianalysis agrees with my analysis of SpaceX getting up to $300 Billion per year by end of 2027. Spot prices are higher. The AI lease rates make sense. Coreweave and Nebius are spreading out fixed premium GPUs annual prices but requiring 5 year lockin. 5 ye…
During Take-Two's first-quarter fiscal 2027 earnings call, CEO Strauss Zelnick put a number on it: he expects cloud gaming to reach commercial, low-latency viability within three years, potentially multiplying the effective installed base tenfold. He made the…
Retailers this quarter are reporting where artificial intelligence has actually changed how consumers shop, and where it has not. Etsy CEO Kruti Patel Goyal told analysts during a second-quarter earnings call Thursday (Aug. 6) that traffic from AI agent platf…
