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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves better-than-expected quarterly results, raised outlook and growing AI-compute backlog have shifted attention toward strong demand and managements plan to fund expansion with customer prepayments and contract-backed financing. Many traders see the call as easing debt concerns and anticipate short covering, while skeptics remain focused on heavy borrowing, capital spending and the path to sustainable cash flow.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidias selloff is centered on governance and national-security concerns surrounding CEO Jensen Huangs relationship with a customer suspected of ties to Chinese intelligence, with traders debating whether the investigation and China chip-export questions could threaten his leadership or the business. Others see the drop as an overreaction and are buying the dip, while looking to the upcoming earnings report for a business-focused counterpoint.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

INFQ is drawing attention ahead of its quarterly report, with traders looking for revenue, guidance and commercialization updates that could set it apart from other quantum companies. Optimism about its products and technical progress is countered by concerns over weak price action and volatility alongside the broader quantum and tech sectors.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNavs Q3 report, which traders say beat EPS expectations, is drawing attention as shares fell despite a generally positive reaction to the results and call. The debate remains split between near-term sellers and bulls focused on the still-pending FCC NPRM for the companys spectrum proposal.

Autonomi (ANT) is a cryptocurrency launched in 2025and operates on the Arbitrum platform. Autonomi has a current supply of 1,200,000,000 with 346,011,579 in circulation. The last known price of Autonomi is 0.03102024 USD and is up 12.83 over the last 24 hours. It is currently trading on 15 active market(s) with $148,822.58 traded over the last 24 hours. More information can be found at https://autonomi.com.

Aragon

The ticker is being confused with Anthropics heavily discussed IPO, while Aragon-specific posts focus on the projects dissolution, completed ANT redemption, and questions about token delisting or conversion. Crypto traders also mention the tokens price move, but no clear new Aragon catalyst dominates.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas strong quarterly earnings beat and raised guidance have driven attention, with traders citing accelerating growth, improving profitability and analyst upgrades as support for the rally. The reaction is split between bulls expecting momentum to continue and skeptics focused on volatile post-earnings trading and resistance near recent levels.

Citigroup, Inc. is a holding company, which engages in the provision of financial products and services. It operates through the following segments: Services, Markets, Banking, Wealth, U.S. Personal Banking (USPB), and All Other. The Services segment includes Treasury and Trade Solutions (TTS) which provides an integrated suite of tailored cash management, trade, and working capital solutions to multinational corporations, financial institutions and public sector organizations, and Securities Services, which offers cross-border support for clients, providing on-the-ground local market expertise, post-trade technologies, customized data solutions, and a wide range of securities services solutions that can be tailored to meet client needs. The Markets segment provides corporate, institutional, and public sector clients around the world with a full range of sales and trading services across equities, foreign exchange, rates, spread products, and commodities. The Banking segment offers Investment Banking and Corporate Lending services. The Wealth segment includes Private Bank, Wealth at Work, and Citigold and provides financial services to a range of client segments through banking, lending, mortgages, investment, custody, and trust product offerings. The USPB segment includes Branded Cards and Retail Services, which have proprietary card portfolios and co-branded card portfolios within Branded Cards, and co-brand and private label relationships within Retail Services. The All Other segment consists of activities not assigned to the reportable operating segments, including certain unallocated costs of global functions, other corporate expenses, and net treasury results. The company was founded in 1812 and is headquartered in New York, NY.

Citigroup Inc

Citigroups quarterly earnings beat expectations, but the shares faced selling despite the strong report. Traders are debating whether higher expenses and credit-loss provisions in the card business outweigh growth elsewhere, while some view the pullback as a buying opportunity near technical support.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists Q3 results and earnings call dominate discussion, with traders weighing improved profitability, margins and cash from Samsung licensing against the gap between reported results and some elevated estimates, as well as weaker sequential product sales. Many are bullish on recurring Samsung and Micron licensing revenue and growth plans, while a possible SK Hynix deal and Nasdaq uplisting remain speculation rather than confirmed developments.

Cameco Corp. engages in the provision of uranium. It operates through the following segments: Uranium and Fuel Services. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Camecos steep correction is dominating discussion, with traders sharing bearish technical outlooks and speculating that large funds are selling; those selling claims are unconfirmed. The decline has fueled debate over whether uranium stocks are being repriced amid doubts about the timing of AI-related power demand, or whether the pullback is an opportunity given the sectors longer-term nuclear outlook.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs quarterly report and announced share-repurchase authorization are driving attention, with traders welcoming debt reduction and an Exaion GPU-services contract as signs of progress beyond Bitcoin mining. Optimism is tempered by a revenue miss and concerns that larger AI/HPC leases remain unsigned, while the reported profit was boosted by Bitcoin valuation gains.

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DDOG Stock Races Toward Best Week Ever After $1B Revenue Milestone — Stifel Sees 61% More Upside Ahead

Equity

Datadog is also on track to be the top gainer this week on the Nasdaq 100 and the second-best performer on the S&P 500. 


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<ul class="summary-bullets"><li>Datadog’s customer usage is growing at the fastest rate since early 2022.&nbsp;</li><li>Jefferies, Stifel, and Evercore ISI raised their price targets after Q1 earnings.&nbsp;</li><li>Jefferies kept a Buy rating, citing the strongest customer usage growth since early 2022.&nbsp;</li></ul>Datadog,&nbsp;Inc.’s stock (DDOG) is&nbsp;on track to notch its best weekly performance on record&nbsp;as the cloud company delivered a breakout first-quarter (Q1) earnings that ignited investor enthusiasm and&nbsp;underscored its key role in the artificial intelligence infrastructure boom.The stock is also set to be the biggest winner this week on the Nasdaq-100 and the second-best performer on the S&amp;P 500.<h2 class="st-heading-2">Wall Street Backs DDOG’s Strengthening Growth Trends</h2>Jefferies, Stifel and Evercore ISI all raised their price targets on Datadog after what analysts broadly described as a solid “beat and raise” quarter. The firms cited stronger-than-anticipated demand, improving guidance and continued momentum in both core and AI-related products.Jefferies raised its price target&nbsp;on DDOG to $210 from $170 and kept a ‘Buy’ rating, according to TheFly. The firm said customer usage grew at its fastest rate since early 2022, showing strong momentum in its main platform services.&nbsp;Stifel made a more aggressive revision, raising its target to $305 from $160 and also reiterating a ‘Buy’ rating. The firm emphasized that revenue growth continued to pick up sequentially. The new price target implies a 61% upside&nbsp;from the stock’s closing price on Thursday.&nbsp;Evercore ISI also raised its price target to $225 from $175, maintaining an Outperform rating. The firm said the company’s quarterly results and forward guidance helped ease concerns that growth might slow later in the year.<a href="https://stocktwits.com/symbol/DDOG">Datadog stock</a> traded over 1% lower overnight late Thursday, after surging over 31% in the regular session.&nbsp;<h2 class="st-heading-2">DDOG’s&nbsp;Strong Growth Across Core Metrics</h2>In Q1, Datadog posted revenue of $1.006 billion, reaching its first-ever billion-dollar mark and beating analyst expectations of $959.9 million. Adjusted earnings per share came in at $0.60, well above the $0.51 Street forecast, according to Fiscal AI data.&nbsp;&nbsp;The company continued to deepen its enterprise base, growing to roughly 4,550 customers generating more than $100,000 in annual recurring revenue, up from about 3,770 a year earlier.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/fiscal_ai_chart_export_5_jpg_b31393eadc.webp" alt="DataDog Sees Stellar Growth In Customer Base &amp; Revenue" width="2160" height="2160"><figcaption>DataDog Sees Stellar Growth In Customer Base &amp; Revenue</figcaption></figure>Looking ahead, the company sees Q2 revenue between $1.07 billion and $1.08 billion and EPS between $0.57 and $0.59,&nbsp;compared with the Street estimates of $1.06 billion and $0.58, respectively.&nbsp;<h2 class="st-heading-2">What Are DDOG Retail Traders Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory with 1,377% surge in message volume over 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_07_235301_png_1dc0b0ef62.webp" alt="DDOG’s Sentiment Meter and Message Volume as of 23:40 p.m. ET on May. 7, 2026 | Source: Stocktwits" width="927" height="101"><figcaption>DDOG’s Sentiment Meter and Message Volume as of 23:40 p.m. ET on May. 7, 2026 | Source: Stocktwits</figcaption></figure>A user&nbsp;<a href="https://stocktwits.com/informal/message/652690993">said</a>, “<a href="https://stocktwits.com/symbol/DDOG">$DDOG</a> earnings just proved high-value SaaS isn’t dying because of AI, it’s accelerating.”Another user said, “damn, I missed this one.&nbsp; Crushing growth with expanding margins.”<stembedurl>https://stocktwits.com/asjos77/message/652686899</stembedurl>DDOG stock has gained over 38% year-to-date.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ttd-stock-sinks-overnight-on-weak-outlook-but-ceo-feels-best-days-are-ahead/cZX2P0EReQv">TTD Stock Sinks Overnight On Weak Outlook, But CEO Feels ‘Best Days Are Ahead’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the logo of Datadog, Inc.

Datadog is also on track to be the top gainer this week on the Nasdaq 100 and the second-best performer on the S&P 500. 

First Trust Exchange-Traded Fund III - First Trust NASDAQ Cybersecurity ETF

Datadog Inc

Yes, by year-end

Yes, but not this year

No, he stays as CEO

He steps down on his own

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