Datadog’s latest earnings report has sent a strong message across Wall Street: the artificial intelligence boom is creating clear winners in the software industry, especially among companies that support the infrastructure behind AI systems. The cloud monitoring company saw its stock surge more than 30% after reporting stronger-than-expected results and raising its guidance for the year. The jump marked one of Datadog’s biggest single-day gains since going public and showed i

At CES 2026, AMD made a strong statement about the future of personal computing by positioning artificial intelligence as a built-in, everyday feature rather than a niche capability. Chair and CEO Lisa Su opened the company’s keynote with a clear message: AI is for everyone, and AI-powered PCs are central to how people will work, create, and play going forward. To support that vision, AMD unveiled a broad lineup of new processors, platforms, and software designed to push AI