Datadog Stock Fell Nearly 12% as AI Spending Fears Hit Cloud Stocks. Its Earnings Estimates Didn’t Move
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This report is about AI and big tech and software.
Directly affected
- DDOG Datadog-12.4% 30d
Named in this report.
Indirectly affected
- QQQ Invesco QQQ-9.8% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- AIQ Global X Artificial Intelligence & Technology ETF-0.1% 17d
Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- IGV iShares Expanded Tech-Software ETF+7.2% 7d
iShares Expanded Tech-Software ETF: it holds software companies. Linked by “cloud” (software) in this story.
- MSFT Microsoft+4.0% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- GOOGL Alphabet-17.2% 30d
Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- AMZN Amazon.com+0.5% 30d
Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- META Meta Platforms-16.6% 30d
Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- ORCL Oracle-9.5% 30d
Oracle (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| DDOG | +19.00% | +18.31% | base | -8.30% | -6.40% | after close | after close |
| QQQ | +3.12% | +5.08% | base | -1.30% | -0.76% | after close | after close |
| AIQ | +4.74% | +7.15% | base | -1.66% | -0.95% | after close | after close |
| IGV | +6.72% | +7.27% | base | -2.29% | -1.57% | after close | after close |
| MSFT | +2.03% | +1.97% | base | -2.87% | -0.22% | after close | after close |
| GOOGL | +13.19% | +16.25% | base | -0.31% | +0.00% | after close | after close |
| AMZN | +3.66% | +5.97% | base | +2.24% | +4.32% | after close | after close |
| META | +2.53% | -0.36% | base | -1.34% | +0.98% | after close | after close |
| ORCL | -3.53% | +10.41% | base | -8.85% | -3.42% | after close | after 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.
Datadog Stock Fell Nearly 12% as AI Spending Fears Hit Cloud Stocks. Its Earnings Estimates Didn’t Move Yahoo Finance
Source: Yahoo Finance
This story
| Company | When | Move | Status |
|---|---|---|---|
| AIQ | that day | -1.66% | final price |
| AIQ | the next day | -0.95% | final price |
| AIQ | three days earlier | +7.15% | final price |
| AIQ | five days earlier | +4.74% | final price |
| AMZN | that day | +2.24% | final price |
| AMZN | the next day | +4.32% | final price |
| AMZN | three days earlier | +5.97% | final price |
| AMZN | five days earlier | +3.66% | final price |
| DDOG | that day | -8.30% | final price |
| DDOG | the next day | -6.40% | final price |
| DDOG | three days earlier | +18.31% | final price |
| DDOG | five days earlier | +19.00% | final price |
| GOOGL | that day | -0.31% | final price |
| GOOGL | the next day | 0.00% | final price |
| GOOGL | three days earlier | +16.25% | final price |
| GOOGL | five days earlier | +13.19% | final price |
| IGV | that day | -2.29% | final price |
| IGV | the next day | -1.57% | final price |
| IGV | three days earlier | +7.27% | final price |
| IGV | five days earlier | +6.72% | final price |
| META | that day | -1.34% | final price |
| META | the next day | +0.98% | final price |
| META | three days earlier | -0.36% | final price |
| META | five days earlier | +2.53% | final price |
| MSFT | that day | -2.87% | final price |
| MSFT | the next day | -0.22% | final price |
| MSFT | three days earlier | +1.97% | final price |
| MSFT | five days earlier | +2.03% | final price |
| ORCL | that day | -8.85% | final price |
| ORCL | the next day | -3.42% | final price |
| ORCL | three days earlier | +10.41% | final price |
| ORCL | five days earlier | -3.53% | final price |
| QQQ | that day | -1.30% | final price |
| QQQ | the next day | -0.76% | final price |
| QQQ | three days earlier | +5.08% | final price |
| QQQ | five days earlier | +3.12% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Jonathan Jackson bought Datadog (DDOG) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 33 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Datadog (DDOG), worth $1,001 - $15,000 on 24 Sep 2026. That is 37 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Datadog (DDOG), worth $500,001 - $1,000,000 on 21 Aug 2026. That is 71 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 29 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 31 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 33 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 47 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 57 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Thomas H. Kean Jr sold Alphabet (GOOGL), worth $1,001 - $15,000 on 27 Aug 2026. That is 65 days before publication. Filed 12 Sep 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN), worth $15,001 - $50,000 on 27 Oct 2026. That is 4 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN) (held by a spouse), worth $100,001 - $250,000 on 2 Oct 2026. That is 29 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Amazon Com (AMZN) (held by a spouse), worth $1,001 - $15,000 on 28 Aug 2026. That is 64 days before publication. Filed 14 Oct 2026. View the filing.
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).
This story
12 out of 100
“Datadog Stock Fell Nearly 12% as AI Spending Fears Hit Cloud Stocks. Its Earnings Estimates Didn’t Move” scores 12 out of 100. The score uses 1 sources.