WS #13570
Holding: newest synthesis is 95d 3h old
Datadog's guidance warning on AI customer usage decline, Oracle's record CDS costs, and Alphabet's first negative FCF trigger software/semiconductor selloff. Cloudflare raises outlook on AI demand, Airbnb beats, and Innodata doubles EPS, driving after-hours rallies.
AI capex concerns
Datadog's guidance warning on AI customer usage decline, Oracle's record CDS costs, and Alphabet's first negative FCF trigger software/semiconductor selloff.
Cloudflare raises outlook on AI demand, Airbnb beats, and Innodata doubles EPS, driving after-hours rallies.