Geopolitics Alpha

Dagster: Open-source cloud-native data pipeline orchestrator

Published . Updated .

Key takeaways

  • Dagster is an open source orchestrator for data pipelines.
  • Exposed: IGV, MSFT, ORCL, CRM, GOOGL
  • Market reaction: IGV −0.8% on the day; MSFT +0.5% on the day; GOOGL +1.8% on the day

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Dagster: Open-source cloud-native data pipeline orchestrator

Dagster is an open source orchestrator for data pipelines. It decides what runs, in what order, and when. It also tracks how the tables, datasets, machine

Directly affected

  • No company is named in this report.

Indirectly affected

  • IGV iShares Expanded Tech-Software ETF

    iShares Expanded Tech-Software ETF: it holds software companies. Linked by “cloud” (software) in this story.

  • MSFT Microsoft+1.6% 30d

    Microsoft (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story.

  • ORCL Oracle-7.9% 30d

    Oracle (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story.

  • CRM Salesforce-7.9% 30d

    Salesforce (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story.

  • GOOGL Alphabet-16.0% 30d

    Alphabet (computer programming, data processing, etc.): software firms move with business tech spending. Linked by “cloud” (software) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
IGV-3.25%-0.83%base-0.76%after closeafter closeafter close
MSFT+3.01%+4.72%base+0.46%after closeafter closeafter close
ORCL-10.23%-6.66%base-1.36%after closeafter closeafter close
CRM+2.05%-1.38%base-0.45%after closeafter closeafter close
GOOGL-3.71%-1.84%base+1.75%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Dagster: Open-source cloud-native data pipeline orchestrator Help Net Security

Source: Help Net Security

Ishares Tr (IGV) compared with energy stocks (XLE) since 12 Nov 2026

CompanyWhenMoveStatus
Salesforce (CRM)that day-0.45%final price
Salesforce (CRM)three days earlier-1.38%final price
Salesforce (CRM)five days earlier+2.05%final price
Alphabet (GOOGL)that day+1.75%final price
Alphabet (GOOGL)three days earlier-1.84%final price
Alphabet (GOOGL)five days earlier-3.71%final price
Ishares Tr (IGV)that day-0.76%final price
Ishares Tr (IGV)three days earlier-0.83%final price
Ishares Tr (IGV)five days earlier-3.25%final price
Microsoft (MSFT)that day+0.46%final price
Microsoft (MSFT)three days earlier+4.72%final price
Microsoft (MSFT)five days earlier+3.01%final price
Oracle (ORCL)that day-1.36%final price
Oracle (ORCL)three days earlier-6.66%final price
Oracle (ORCL)five days earlier-10.23%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Ishares Tr (IGV) on one side of this energy story

Companies carried with this story

  • IGV Ishares Tr

    For “Dagster: Open-source cloud-native data pipeline orchestrator,” Ishares Tr (IGV) is linked, with no stored direction, medium confidence. Reason on file: iShares Expanded Tech-Software ETF: it holds software companies. Linked by “cloud” (software) in this story

  • MSFT Microsoft

    Microsoft (MSFT) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “Dagster: Open-source cloud-native data pipeline orchestrator.” Reason on file: Microsoft (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story

  • ORCL Oracle

    Oracle (ORCL) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “Dagster: Open-source cloud-native data pipeline orchestrator.” Reason on file: Oracle (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story

  • CRM Salesforce

    For “Dagster: Open-source cloud-native data pipeline orchestrator,” Salesforce (CRM) is linked, with no stored direction, medium confidence. Reason on file: Salesforce (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story

  • GOOGL Alphabet

    Alphabet (GOOGL) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “Dagster: Open-source cloud-native data pipeline orchestrator.” Reason on file: Alphabet (computer programming, data processing, etc.): software firms move with business tech spending. Linked by “cloud” (software) in this story

How “Dagster: Open-source cloud-native data pipeline orchestrator” reaches Ishares Tr (IGV)

“Dagster: Open-source cloud-native data pipeline orchestrator” (12 Nov 2026) reaches Ishares Tr (IGV) through Energy.

What ties Ishares Tr (IGV) to the headline is this: iShares Expanded Tech-Software ETF: it holds software companies. Linked by “cloud” (software) in this story

Microsoft (MSFT) is here too. Its reason reads: Microsoft (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story

The price range for Ishares Tr (IGV), and the dates in the story

IGV traded between 108.83 and 112.61 across 4 sessions. The latest close on file is 112.59. MSFT traded between 505.00 and 559.14 across 20 sessions. The latest close on file is 520.83. ORCL traded between 118.43 and 148.43 across 20 sessions. The latest close on file is 126.22.

How strong the case is around Ishares Tr (IGV)

40 out of 100

“Dagster: Open-source cloud-native data pipeline orchestrator” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.