AI Market Movers · Data, labeling & enterprise platforms

Datadog

DDOG

Datadog watches the stack. Now that the stack is half agents, observability is how you see what they actually did.

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November 4, 2026 · Closing Time
Closing Time: The hottest AI lab is paying surge prices
TechCrunch reports that Anthropic’s revenue jumped to $17 billion last quarter, but it had to buy $5 billion of computing power on short notice at premium prices, and its margins got worse as a result.
October 22, 2026 · Morning Brief
The machines found it first
The Guardian reports that websites around the world went dark on Wednesday as governments scrambled to patch two critical flaws in PHP, the programming language behind almost 70% of websites, including WordPress and Wikipedia.
October 21, 2026 · Closing Time
Closing Time: OpenAI moves in with a rival
CNBC reports OpenAI will sell its models through Google’s cloud, putting the ChatGPT maker on all three of the biggest US cloud platforms.
October 20, 2026 · Morning Brief
Racing the opening bell
Reuters reports OpenAI is racing to raise about $30 billion at a valuation above $1.4 trillion before Anthropic’s mid-November IPO.
October 19, 2026 · Closing Time
Closing Time: One hacker, an army of AI agents
Reuters reports a Chinese-speaking hacker used AI agents to break into websites at more than 100 companies, including Deere, SharkNinja and Cummins, for roughly $5,000 in tokens.