Datadog

DDOG

Market cap $98.8B

Software stocks soared on Monday as investors grow increasingly confident that artificial intelligence will serve as a powerful growth catalyst rather than an existential threat to the industry's business models.

Server makers Dell and Super Micro Computer headline the top stocks. A slew of companies that issued weak earnings reports bring up the rear.

Even stocks in the beleaguered software industry have been on fire.

Does Datadog (DDOG) have what it takes to be a top stock pick for momentum investors? Let's find out.

Datadog NASDAQ: DDOG co-founder and CEO Olivier said the company has seen business acceleration over the past several quarters, with growth coming from a broad set of customers rather than a single account or segment.

Datadog, Inc. (DDOG) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript

CNBC's Seema Mody reports on the latest developments regarding the software sector.

Cybersecurity demand is rising with AI and cloud growth as FFIV, CSCO, DDOG and PLTR expand security and observability offerings.

The AI trade has produced plenty of winners over the last two years. But in 2026, one software stock is quietly leaving some of Big Tech's biggest AI names in the dust.

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.