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Datadog Stock Soars as AI Infrastructure Winners Emerge
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
Covertly AI
May 163 min read


Databricks Eyes $130B Valuation as AI Infrastructure Demand Explodes
Databricks is once again attracting major attention from investors as the company reportedly enters talks to raise new capital at a valuation exceeding $130 billion (TechCrunch; VARINDIA; TipRanks). If completed, the round would mark a significant leap from its previous $100 billion valuation just a few months earlier and position the company among the most valuable private tech firms globally. The surge in valuation reflects not only Databricks’ rapid financial growth but al
Covertly AI
Nov 18, 20253 min read


Snowflake and SAP Partner to Power the Future of Enterprise AI
Snowflake and SAP have joined forces to launch a groundbreaking collaboration that unites the Snowflake AI Data Cloud with SAP’s Business Data Cloud (SAP BDC), marking a new era in enterprise artificial intelligence and data integration. This strategic partnership aims to empower organizations to harness semantically rich business data with the scalability and intelligence of Snowflake’s platform, enabling faster innovation, more informed decision-making, and enterprise-grade
Covertly AI
Nov 5, 20253 min read
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