CLOSED PREVIOUS SESSION The short-term Hot Ideas closed five positions in the previous session, with three up and two down for an average result of +5.0%. DDOG led the group at +20.3%, followed by FTNT at +11.1% and CRDO at +3.3%. HOT IDEAS ON RADAR 36 active today. The featured catalysts are mostly earnings-driven, with product and partnership news layered on top. INODInnodata Inc.Q1 2026 earnings on 2026-05-07 were the catalyst: revenue rose 54% YoY to a record $90.1M, adjusted EBITDA was $25.0M, and full-year 2026 revenue growth guidance was raised to 40%+. A Big Tech engagement is expected to generate about $51M of 2026 revenue, and the stock remains in a strong 21-day uptrend. DDOGDatadog, Inc.The near-term setup comes from a positive earnings reaction, roughly 32%-33% revenue growth, an EPS beat, and raised full-year 2026 guidance. GPU Monitoring, MCP Server, Bits AI Security Agent, Experiments, and FedRAMP High keep the AI/cloud observability narrative alive, with the stock up about 83% over 21 trading days. NOWServiceNow, Inc.Q1 2026 subscription revenue was $3.671B, up 22% YoY, and beat the high end of guidance. AI product updates, AWS expansion, an Experian partnership, Carahsoft distribution, and the Armis acquisition sit behind the move, while shares rose about 38.8% over 21 trading days. Others on radar ORCLPANWGTLBCIENCRSCOPXSMHNVDAAVGOFTNT+23 more BIG MOVERS — PREVIOUS SESSION These were Hot Ideas with close-to-close moves over the previous session: ALABAstera Labs, Inc. Common Stock+11.1%; rose after announcing an expansion of Taiwan operations for global AI infrastructure. MARKET PULSE 15:30 ET Geopolitical risk, oil supply fears, and stronger U.S. data are driving the tape, with U.S. services activity still expanding as the ISM services PMI hit 54.5 vs. 53.6 in April. Energy and metals were mixed after crude stocks fell, gasoline and distillate inventories rose, and gold retreated, while AI infrastructure remained a major theme as investors widened the trade beyond Nvidia into power, data centers, industrials, and nuclear. |