After yesterday's debacle in which approximately $1 trillion in market capitalization was erased from the stock market, some technology stocks are still hunting a bottom.
Datadog, Inc. ( DDOG ) Global Technology, Internet, Media & Telecommunications Conference 2025 November 18, 2025 10:00 AM EST Company Participants David Obstler - Chief Financial Officer Conference Call Participants Matthew Hedberg - RBC Capital Markets, Research Division Presentation Matthew Hedberg RBC Capital Markets, Research Division Thanks, everybody, for coming here, and we're continuing...
This quarter, we re-established a position in Arista Networks, a leading provider of high-performance networking solutions for data centers, cloud providers, and enterprises. We initiated a starter position in Synopsys after shares sold off following the company's third quarter earnings report and our in-person meeting with management. We exited our CyberArk Software Ltd. position after its acq...
It's fine to stay heavily invested in some of the mega-cap tech titans that are now quite well represented at the top of popular indices such as the Nasdaq 100 or even the S&P 500.
Seasoned technology investor Cathie Wood is extremely bullish on the potential of artificial intelligence (AI). Wood's firm, Ark Investment Management, predicts AI could create a $13 trillion opportunity in the software industry by 2030.
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