$NET
2 long-form articles and 3 pre-market mentions covering $NET from AskMelon Research.
Datadog clears $1 billion a quarter while its GAAP margin sits at 1%
Datadog crossed a billion dollars in quarterly revenue for the first time in Q1 2026, grew 32% year over year, and watched its stock surge — and underneath the celebration sits a number management wou…
Cloudflare Is Priced for Perfect Software Margins Just as Its Own Start to Slip
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Sunday, August 9, 2026
The most dramatic labor-market reversal of the 2026 cycle arrived Friday, August 7: July nonfarm payrolls shed 23,000 jobs versus an 80,000 consensus — the first negative headline print of the entire …
Friday, August 7, 2026
July Nonfarm Payrolls at 8:30 AM is the session's single pivot: a soft +73K print (vs ~80K consensus, unemployment holding 4.2%) with a combined ~258K in downward May–June revisions lands directly aga…
Thursday, May 7, 2026
ARM's −6% AH retreat on a soft FY27 guide — the first meaningful miss from an AI royalty bellwether this cycle — splits the semiconductor earnings narrative on the morning after AMD's best post-earnin…