Wirestock/iStock via Getty Images Datadog ( DDOG ) received a 90-day upside catalyst watch from Citi on Thursday, as the investment firm pointed to upcoming earnings results and its DASH conference. “We believe AI-Native customer optimization/churn/growth expects embedded into guide/estimates are too conservative,” analyst Fatima Boolani wrote in a note to clients. “This is based on parabolically ...
Wirestock/iStock via Getty Images Datadog ( DDOG ) received a 90-day upside catalyst watch from Citi on Thursday, as the investment firm pointed to upcoming earnings results and its DASH conference. “We believe AI-Native customer optimization/churn/growth expects embedded into guide/estimates are too conservative,” analyst Fatima Boolani wrote in a note to clients. “This is based on parabolically scaling rev run- rates (reported by leading frontier models and broader AI-native ISV ecosystem), a high-fidelity proxy of usage and thus spend growth, in our view. Additionally, as this ecosystem redoubles enterprise-penetration focus, we anticipate lower appetite to insource/DIY/home-grow observability functions/processes, and greater leveraging of leaders like DDOG (already in the stack of 8/10 most valuable AI-natives), as portfolio reliability/uptime becomes paramount and cost/resource allocation strengthens core competencies. Furthermore, our recent partner checks reflecting strong aggregate enterprise observability demand (2026 growth generally accelerating), support a healthy overall spending backdrop. As a result, we expect acceleration optics (revs and RPO) with durable beat-and-raise cadence as probable, alongside OPM/FCFM upside (given salient track record of operating leverage from topline upside against one of the most efficient GTMs/sales efficiency ratios in software) to drive upside in shares.” Boolani has a Buy rating and a $175 price target on Datadog. More on Datadog Datadog: Essential Infrastructure For Modern Technology Stacks Datadog Is A Buy: Why The SaaSpocalypse Doesn't Apply Here Datadog: High Quality, High Valuations Nasdaq hits record high after Iran opens Strait of Hormuz Datadog, Palantir have potential to accelerate growth, raise outlook: Morgan Stanley
(RTTNews) - Popular, Inc. (BPOP) reported net income to common stock of $245.3 million for the first quarter compared to $177.1 million, prior year. Net income per common share was $3.78 compared to $2.56. Net interest income increased to $670.18 million from $605.60 million. Oth
(RTTNews) - Popular, Inc. (BPOP) reported net income to common stock of $245.3 million for the first quarter compared to $177.1 million, prior year. Net income per common share was $3.78 compared to $2.56. Net interest income increased to $670.18 million from $605.60 million. Oth
DeepSeek，你变了。 这家可能是中国最另类的 AI 公司，就像武侠小说里的“扫地僧”： 突然发布的 DeepSeek R1 大模型，在一夜之间改变了整个中国 AI 赛道的生态，并以极低的成本和出色的性能，给全世界 AI 公司上了一课。 但是，除此之外DeepSeek 还有性格鲜明的另一面。 就在同行都在抓住 AI 赛道狂热的风口，争先恐后地想从市场里“搞钱”时，DeepSeek 却显得特立独...
DeepSeek，你变了。 这家可能是中国最另类的 AI 公司，就像武侠小说里的“扫地僧”： 突然发布的 DeepSeek R1 大模型，在一夜之间改变了整个中国 AI 赛道的生态，并以极低的成本和出色的性能，给全世界 AI 公司上了一课。 但是，除此之外DeepSeek 还有性格鲜明的另一面。 就在同行都在抓住 AI 赛道狂热的风口，争先恐后地想从市场里“搞钱”时，DeepSeek 却显得特立独行，过去一直是非常罕见的“拒绝融资派”。 这家一度站在中国 AI 赛道顶峰的公司，长期主要靠创始人梁文锋和背后的量化基金幻方量化支持；早前就已经有新闻爆出，DeepSeek曾拒绝中国头部风投和科技巨头的投资邀约。 怪不得路透社曾报道过，梁文锋认为 DeepSeek “钱从来不是问题”。 但这一切，从现在开始，悄然改变了。 当融资来敲门 早在 2 月 19 日，海外媒体The Information 就已经透露，过去一直坚持保持独立性、拒绝外部融资的DeepSeek， 历史首次“考虑外部融资”。 报道称在 DeepSeek 释放意向之后，迅速吸引了包括阿里巴巴和中国国资背景基金在内的目光，但随后阿里高管公开否认，称相关消息是假新闻，这次融资的新闻也就不了了之。 而真正再次把“DeepSeek 要融资”炒热的，是 4 月 17 日的报道。 The Information 再次出手。这次报道显然比上次要更加详细：DeepSeek 正在洽谈融资， 计划至少募资 3 亿美元，让公司的目标估值达到 100 亿美元 。 也正是这则报道，在网上掀起了轩然大波。不仅有明确的数字，而且也没有见到相关方出来否认，因此也得到了国内科技、财经媒体的大肆转载。 随后， 4 月 22 日的报道，似乎真让“DeepSeek 融资”这件事，不只是“狼来了”。 还是The Information 的消息，报道称当前中国科技三巨头之一的两个巨头， 腾讯和阿里巴巴都已经在和 DeepSeek 接触，讨论投资事宜 ； 而且这轮投资的规模显然要比上次传出来的更大，“ DeepSeek寻求以超过200亿美元估值筹集资金 ”，比之前提到的 100 亿美元的目标，再翻了一倍。 另外也有诸如华尔街日报等媒体在报道中宣称，雷军背后的顺为资本也参与了投资相关的讨论，市场对 DeepSeek 的初步估值判断区间大致在 100 亿至...
Sundry Photography Shares of Lam Research ( LRCX ) were largely flat premarket on Thursday after third-quarter results and outlook saw positive reactions from analysts. Needham kept its Buy rating and $300 price target on the chip equipment maker's stock. "Lam Research reported strong results across-the-board, with C1Q26 revenue of $5.8B (+9% QoQ) above guidance mid-point. C2Q26 revenue was guided...
Sundry Photography Shares of Lam Research ( LRCX ) were largely flat premarket on Thursday after third-quarter results and outlook saw positive reactions from analysts. Needham kept its Buy rating and $300 price target on the chip equipment maker's stock. "Lam Research reported strong results across-the-board, with C1Q26 revenue of $5.8B (+9% QoQ) above guidance mid-point. C2Q26 revenue was guided to $6.6B (+13% QoQ and well above most expectations), with gross margins expected at a record level of 50.5%. The company raise its 2026 WFE outlook to "$140B with bias to the upside" (from $135B prior), citing improvements in all end markets over the quarter. Although the buy-side number has been well above the sell-side and more or less here, this is still a remarkable beat," said analysts led by Charles Shi. Morgan Stanley maintained its Equal-weight rating but increased the price target on the stock to $293 from $260. "Despite softer NAND shipments, LAM continues to beat and raise, reflecting its evolution into a more diversified company with meaningful share gains in Logic and DRAM," said analysts led by Shane Brett. The analysts noted that ASML ( ASML ) delivered a June quarter revenue guidance of 10% above Street, and Lam has now followed suit, both pointing to substantial upside to Morgan Stanley's 23% 2026 Wafer Fabrication Equipment, or WFE, growth forecast. "LAM’s MarQ DRAM revenue of $1bn was 30% above its prior peak in DecQ25, and while we do think LAM is benefiting from more idiosyncratic tailwinds in the back-end — driving us to raise our CY26 growth forecast from 41% to 68% — we also see significant upside risk to our CY26 DRAM WFE forecast of $41.7bn (+33% y/y), with our early expectation now closer to $47.1bn (+50% y/y). Our view on DRAM capacity growth has been consistent: where there is a will, there is a way. However, the pace at which DRAM WFE is being pulled forward is both surprising and unprecedented," said Brett and his team. However, the analysts...
According to an SEC filing dated April 23, 2026, Analyst IMS Investment Management Services Ltd. increased its position in iShares MSCI All Country Asia ex Japan ETF (NASDAQ:AAXJ) by 1,125,430 shares. The estimated transaction value was $112.7 million, based on the average closing price during the first quarter. The iShares MSCI All Country Asia ex Japan ETF (AAXJ) is a passively managed fund that...
According to an SEC filing dated April 23, 2026, Analyst IMS Investment Management Services Ltd. increased its position in iShares MSCI All Country Asia ex Japan ETF (NASDAQ:AAXJ) by 1,125,430 shares. The estimated transaction value was $112.7 million, based on the average closing price during the first quarter. The iShares MSCI All Country Asia ex Japan ETF (AAXJ) is a passively managed fund that seeks to track the MSCI All Country Asia ex Japan Index. IMS's decision to more than double its AAXJ position -- adding over $112 million worth of shares in a single quarter -- is a meaningful signal worth noting. This was a conviction-sized move. Continue reading
On Holding is poised for a bounce due to its resilient growth, supported by the sports accessories firm's ability to raise prices on its products, according to Raymond James. The investment firm upgraded the retail name to strong buy from outperform. It also has a $52 price target on shares, suggesting 42% upside from Wednesday's close. "Growth should remain strong (supported by our checks), FX sh...
On Holding is poised for a bounce due to its resilient growth, supported by the sports accessories firm's ability to raise prices on its products, according to Raymond James. The investment firm upgraded the retail name to strong buy from outperform. It also has a $52 price target on shares, suggesting 42% upside from Wednesday's close. "Growth should remain strong (supported by our checks), FX should be less of a drag," Rick Patel said Thursday in note to clients. "Pricing power can offset tariff/freight headwinds." On Holding has recently pulled back, making now a good time to scoop up shares, the analyst added. The stock is down more than 21% in the year to date as investors weigh the impacts of an upcoming leadership shakeup on the retailer. Earlier this year, On Holding CEO Martin Hoffmann said in a statement that he would step down from his role on May 1. ONON YTD mountain Shares of On Holding are down 21% in the year to date. The stock's decline also comes amid a rise in macroeconomic uncertainties tied to the Iran war. Despite those headwinds, "long-term potential is intact," Patel wrote. He expects On Holding to lead considerable growth in athleisure and footwear in the current year. Raymond James' call is in line with consensus on the Street. Of the 29 analysts covering On Holding, 25 have a strong buy or buy on shares, LSEG data shows.