http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Fri, 13 Mar 2026 16:21:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/SEC+Filings/Form++144++++++++Datadog%2C+Inc.++++++++++++++++++++++++++Filed+by%3A+Shah+Shardul/26159893.html si-local-file:///var/storage/secattach/20260313/26159893.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++Datadog%2C+Inc.++++++++++++++++++++++++++Filed+by%3A+Shah+Shardul/26159893.html Fri, 13 Mar 2026 16:21:00 -0400 DDOG O.39005503 http://www.streetinsider.com/SEC+Filings/Form++144++++++++Datadog%2C+Inc.++++++++++++++++++++++++++Filed+by%3A+Shah+Shardul/26159893.html si-local-file:///var/storage/secattach/20260313/26159893.html 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http://www.streetinsider.com/Hot+List/Morgan+Stanley+lists+5+top+software+ideas+post+its+TMT+conference/26158047.html <p>Morgan Stanley came away from its recent Technology, Media and Telecom (TMT) conference with a more positive view on parts of the infrastructure software sector, highlighting five companies it believes are particularly well positioned as the industry adapts to an AI-driven environment.</p><p>The bank said discussions with management teams reinforced its confidence that several infrastructure software platforms remain resilient to potential disruption from AI agents.</p><p>As such, Morgan Stanley analysts named five key software ideas after the conference: Snowflake (NYSE: SNOW), Akamai (NASDAQ: AKAM), Datadog (NASDAQ: DDOG), JFrog (NASDAQ: FROG) and MongoDB (NASDAQ: MDB).</p><p>A key takeaway from the conference was how software http://www.streetinsider.com/Hot+List/Morgan+Stanley+lists+5+top+software+ideas+post+its+TMT+conference/26158047.html Fri, 13 Mar 2026 12:00:00 -0400 AKAM DDOG FROG MDB SNOW http://www.streetinsider.com/Hot+List/Morgan+Stanley+lists+5+top+software+ideas+post+its+TMT+conference/26158047.html <p>Morgan Stanley came away from its recent Technology, Media and Telecom (TMT) conference with a more positive view on parts of the infrastructure software sector, highlighting five companies it believes are particularly well positioned as the industry adapts to an AI-driven environment.</p><p>The bank said discussions with management teams reinforced its confidence that several infrastructure software platforms remain resilient to potential disruption from AI agents.</p><p>As such, Morgan Stanley analysts named five key software ideas after the conference: Snowflake (NYSE: SNOW), Akamai (NASDAQ: AKAM), Datadog (NASDAQ: DDOG), JFrog (NASDAQ: FROG) and MongoDB (NASDAQ: MDB).</p><p>A key takeaway from the conference was how software http://www.streetinsider.com/Hot+List/Morgan+Stanley+lists+5+top+software+ideas+post+its+TMT+conference/26158047.html Fri, 13 Mar 2026 12:00:00 -0400 AKAM DDOG FROG MDB SNOW http://www.streetinsider.com/Hot+List/Morgan+Stanley+lists+5+top+software+ideas+post+its+TMT+conference/26158047.html <p>Morgan Stanley came away from its recent Technology, Media and Telecom (TMT) conference with a more positive view on parts of the infrastructure software sector, highlighting five companies it believes are particularly well positioned as the industry adapts to an AI-driven environment.</p><p>The bank said discussions with management teams reinforced its confidence that several infrastructure software platforms remain resilient to potential disruption from AI agents.</p><p>As such, Morgan Stanley analysts named five key software ideas after the conference: Snowflake (NYSE: SNOW), Akamai (NASDAQ: AKAM), Datadog (NASDAQ: DDOG), JFrog (NASDAQ: FROG) and MongoDB (NASDAQ: MDB).</p><p>A key takeaway from the conference was how software http://www.streetinsider.com/Hot+List/Morgan+Stanley+lists+5+top+software+ideas+post+its+TMT+conference/26158047.html Fri, 13 Mar 2026 12:00:00 -0400 AKAM DDOG FROG MDB SNOW http://www.streetinsider.com/Hot+List/Morgan+Stanley+lists+5+top+software+ideas+post+its+TMT+conference/26158047.html <p>Morgan Stanley came away from its recent Technology, Media and Telecom (TMT) conference with a more positive view on parts of the infrastructure software sector, highlighting five companies it believes are particularly well positioned as the industry adapts to an AI-driven environment.</p><p>The bank said discussions with management teams reinforced its confidence that several infrastructure software platforms remain resilient to potential disruption from AI agents.</p><p>As such, Morgan Stanley analysts named five key software ideas after the conference: Snowflake (NYSE: SNOW), Akamai (NASDAQ: AKAM), Datadog (NASDAQ: DDOG), JFrog (NASDAQ: FROG) and MongoDB (NASDAQ: MDB).</p><p>A key takeaway from the conference was how software http://www.streetinsider.com/Hot+List/Morgan+Stanley+lists+5+top+software+ideas+post+its+TMT+conference/26158047.html Fri, 13 Mar 2026 12:00:00 -0400 AKAM DDOG FROG MDB SNOW http://www.streetinsider.com/Hot+List/Morgan+Stanley+lists+5+top+software+ideas+post+its+TMT+conference/26158047.html <p>Morgan Stanley came away from its recent Technology, Media and Telecom (TMT) conference with a more positive view on parts of the infrastructure software sector, highlighting five companies it believes are particularly well positioned as the industry adapts to an AI-driven environment.</p><p>The bank said discussions with management teams reinforced its confidence that several infrastructure software platforms remain resilient to potential disruption from AI agents.</p><p>As such, Morgan Stanley analysts named five key software ideas after the conference: Snowflake (NYSE: SNOW), Akamai (NASDAQ: AKAM), Datadog (NASDAQ: DDOG), JFrog (NASDAQ: FROG) and MongoDB (NASDAQ: MDB).</p><p>A key takeaway from the conference was how software http://www.streetinsider.com/Hot+List/Morgan+Stanley+lists+5+top+software+ideas+post+its+TMT+conference/26158047.html Fri, 13 Mar 2026 12:00:00 -0400 AKAM DDOG FROG MDB SNOW http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+lists+5+top+software+ideas+post+its+TMT+conference/26158047.html <p>Morgan Stanley came away from its recent Technology, Media and Telecom (TMT) conference with a more positive view on parts of the infrastructure software sector, highlighting five companies it believes are particularly well positioned as the industry adapts to an AI-driven environment.</p><p>The bank said discussions with management teams reinforced its confidence that several infrastructure software platforms remain resilient to potential disruption from AI agents.</p><p>As such, Morgan Stanley analysts named five key software ideas after the conference: Snowflake (NYSE: SNOW), Akamai (NASDAQ: AKAM), Datadog (NASDAQ: DDOG), JFrog (NASDAQ: FROG) and MongoDB (NASDAQ: MDB).</p><p>A key takeaway from the conference was how software http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+lists+5+top+software+ideas+post+its+TMT+conference/26158047.html Fri, 13 Mar 2026 12:00:00 -0400 AKAM DDOG FROG MDB SNOW http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+lists+5+top+software+ideas+post+its+TMT+conference/26158047.html <p>Morgan Stanley came away from its recent Technology, Media and Telecom (TMT) conference with a more positive view on parts of the infrastructure software sector, highlighting five companies it believes are particularly well positioned as the industry adapts to an AI-driven environment.</p><p>The bank said discussions with management teams reinforced its confidence that several infrastructure software platforms remain resilient to potential disruption from AI agents.</p><p>As such, Morgan Stanley analysts named five key software ideas after the conference: Snowflake (NYSE: SNOW), Akamai (NASDAQ: AKAM), Datadog (NASDAQ: DDOG), JFrog (NASDAQ: FROG) and MongoDB (NASDAQ: MDB).</p><p>A key takeaway from the conference was how software http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+lists+5+top+software+ideas+post+its+TMT+conference/26158047.html Fri, 13 Mar 2026 12:00:00 -0400 AKAM DDOG FROG MDB SNOW http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+lists+5+top+software+ideas+post+its+TMT+conference/26158047.html <p>Morgan Stanley came away from its recent Technology, Media and Telecom (TMT) conference with a more positive view on parts of the infrastructure software sector, highlighting five companies it believes are particularly well positioned as the industry adapts to an AI-driven environment.</p><p>The bank said discussions with management teams reinforced its confidence that several infrastructure software platforms remain resilient to potential disruption from AI agents.</p><p>As such, Morgan Stanley analysts named five key software ideas after the conference: Snowflake (NYSE: SNOW), Akamai (NASDAQ: AKAM), Datadog (NASDAQ: DDOG), JFrog (NASDAQ: FROG) and MongoDB (NASDAQ: MDB).</p><p>A key takeaway from the conference was how software http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+lists+5+top+software+ideas+post+its+TMT+conference/26158047.html Fri, 13 Mar 2026 12:00:00 -0400 AKAM DDOG FROG MDB SNOW http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+lists+5+top+software+ideas+post+its+TMT+conference/26158047.html <p>Morgan Stanley came away from its recent Technology, Media and Telecom (TMT) conference with a more positive view on parts of the infrastructure software sector, highlighting five companies it believes are particularly well positioned as the industry adapts to an AI-driven environment.</p><p>The bank said discussions with management teams reinforced its confidence that several infrastructure software platforms remain resilient to potential disruption from AI agents.</p><p>As such, Morgan Stanley analysts named five key software ideas after the conference: Snowflake (NYSE: SNOW), Akamai (NASDAQ: AKAM), Datadog (NASDAQ: DDOG), JFrog (NASDAQ: FROG) and MongoDB (NASDAQ: MDB).</p><p>A key takeaway from the conference was how software http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+lists+5+top+software+ideas+post+its+TMT+conference/26158047.html Fri, 13 Mar 2026 12:00:00 -0400 AKAM DDOG FROG MDB SNOW http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+lists+5+top+software+ideas+post+its+TMT+conference/26158047.html <p>Morgan Stanley came away from its recent Technology, Media and Telecom (TMT) conference with a more positive view on parts of the infrastructure software sector, highlighting five companies it believes are particularly well positioned as the industry adapts to an AI-driven environment.</p><p>The bank said discussions with management teams reinforced its confidence that several infrastructure software platforms remain resilient to potential disruption from AI agents.</p><p>As such, Morgan Stanley analysts named five key software ideas after the conference: Snowflake (NYSE: SNOW), Akamai (NASDAQ: AKAM), Datadog (NASDAQ: DDOG), JFrog (NASDAQ: FROG) and MongoDB (NASDAQ: MDB).</p><p>A key takeaway from the conference was how software http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+lists+5+top+software+ideas+post+its+TMT+conference/26158047.html Fri, 13 Mar 2026 12:00:00 -0400 AKAM DDOG FROG MDB SNOW http://www.streetinsider.com/Investing/This+pocket+of+software+is+likely+to+outperform+going+forward%2C+Morgan+Stanley+says/26157848.html <p>Investing.com -- Morgan Stanley told clients in a note Friday that it expects a select group of infrastructure-focused software names to outperform as artificial intelligence reshapes demand across the technology sector.</p><p>Analyst Sanjit Singh said the firm left its recent TMT conference “feeling better about growth prospects in our infrastructure coverage,” particularly for companies whose platforms are too large and complex for customers to replicate with AI coding agents.</p><p dir="ltr">Management teams from leading infrastructure vendors “did an effective job explaining why their businesses were not subject to AI disintermediation risks,” Morgan Stanley wrote, citing “the scale and complexity of their http://www.streetinsider.com/Investing/This+pocket+of+software+is+likely+to+outperform+going+forward%2C+Morgan+Stanley+says/26157848.html Fri, 13 Mar 2026 11:17:37 -0400 AKAM DDOG FROG http://www.streetinsider.com/Investing/This+pocket+of+software+is+likely+to+outperform+going+forward%2C+Morgan+Stanley+says/26157848.html <p>Investing.com -- Morgan Stanley told clients in a note Friday that it expects a select group of infrastructure-focused software names to outperform as artificial intelligence reshapes demand across the technology sector.</p><p>Analyst Sanjit Singh said the firm left its recent TMT conference “feeling better about growth prospects in our infrastructure coverage,” particularly for companies whose platforms are too large and complex for customers to replicate with AI coding agents.</p><p dir="ltr">Management teams from leading infrastructure vendors “did an effective job explaining why their businesses were not subject to AI disintermediation risks,” Morgan Stanley wrote, citing “the scale and complexity of their http://www.streetinsider.com/Investing/This+pocket+of+software+is+likely+to+outperform+going+forward%2C+Morgan+Stanley+says/26157848.html Fri, 13 Mar 2026 11:17:37 -0400 AKAM DDOG FROG http://www.streetinsider.com/Investing/This+pocket+of+software+is+likely+to+outperform+going+forward%2C+Morgan+Stanley+says/26157848.html <p>Investing.com -- Morgan Stanley told clients in a note Friday that it expects a select group of infrastructure-focused software names to outperform as artificial intelligence reshapes demand across the technology sector.</p><p>Analyst Sanjit Singh said the firm left its recent TMT conference “feeling better about growth prospects in our infrastructure coverage,” particularly for companies whose platforms are too large and complex for customers to replicate with AI coding agents.</p><p dir="ltr">Management teams from leading infrastructure vendors “did an effective job explaining why their businesses were not subject to AI disintermediation risks,” Morgan Stanley wrote, citing “the scale and complexity of their http://www.streetinsider.com/Investing/This+pocket+of+software+is+likely+to+outperform+going+forward%2C+Morgan+Stanley+says/26157848.html Fri, 13 Mar 2026 11:17:37 -0400 AKAM DDOG FROG http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Datadog%2C+Inc.+++++++++++++For%3A+Mar+10++Filed+by%3A+Le-Quoc+Alexis/26154046.html si-local-file:///var/storage/secattach/20260312/26154046.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Datadog%2C+Inc.+++++++++++++For%3A+Mar+10++Filed+by%3A+Le-Quoc+Alexis/26154046.html Thu, 12 Mar 2026 16:44:00 -0400 DDOG O.39005503 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Datadog%2C+Inc.+++++++++++++For%3A+Mar+10++Filed+by%3A+Le-Quoc+Alexis/26154046.html si-local-file:///var/storage/secattach/20260312/26154046.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Datadog%2C+Inc.+++++++++++++For%3A+Mar+10++Filed+by%3A+Le-Quoc+Alexis/26154046.html Thu, 12 Mar 2026 16:44:00 -0400 DDOG O.39005503 http://www.streetinsider.com/SEC+Filings/Form++144++++++++Datadog%2C+Inc.++++++++++++++++++++++++++Filed+by%3A+Walters+Sean+Michael/26146736.html si-local-file:///var/storage/secattach/20260311/26146736.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++Datadog%2C+Inc.++++++++++++++++++++++++++Filed+by%3A+Walters+Sean+Michael/26146736.html Wed, 11 Mar 2026 16:41:00 -0400 DDOG O.39005503 http://www.streetinsider.com/SEC+Filings/Form++144++++++++Datadog%2C+Inc.++++++++++++++++++++++++++Filed+by%3A+Walters+Sean+Michael/26146736.html si-local-file:///var/storage/secattach/20260311/26146736.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++Datadog%2C+Inc.++++++++++++++++++++++++++Filed+by%3A+Walters+Sean+Michael/26146736.html Wed, 11 Mar 2026 16:41:00 -0400 DDOG O.39005503 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Datadog%2C+Inc.+++++++++++++For%3A+Mar+09++Filed+by%3A+Agarwal+Amit/26146082.html si-local-file:///var/storage/secattach/20260311/26146082.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Datadog%2C+Inc.+++++++++++++For%3A+Mar+09++Filed+by%3A+Agarwal+Amit/26146082.html Wed, 11 Mar 2026 16:09:00 -0400 DDOG O.39005503 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Datadog%2C+Inc.+++++++++++++For%3A+Mar+09++Filed+by%3A+Agarwal+Amit/26146082.html si-local-file:///var/storage/secattach/20260311/26146082.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Datadog%2C+Inc.+++++++++++++For%3A+Mar+09++Filed+by%3A+Agarwal+Amit/26146082.html Wed, 11 Mar 2026 16:09:00 -0400 DDOG O.39005503 http://www.streetinsider.com/SEC+Filings/Form++144++++++++Datadog%2C+Inc.++++++++++++++++++++++++++Filed+by%3A+Le-Quoc+Alexis/26140011.html si-local-file:///var/storage/secattach/20260310/26140011.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++Datadog%2C+Inc.++++++++++++++++++++++++++Filed+by%3A+Le-Quoc+Alexis/26140011.html Tue, 10 Mar 2026 16:33:00 -0400 DDOG O.39005503 http://www.streetinsider.com/SEC+Filings/Form++144++++++++Datadog%2C+Inc.++++++++++++++++++++++++++Filed+by%3A+Le-Quoc+Alexis/26140011.html si-local-file:///var/storage/secattach/20260310/26140011.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++Datadog%2C+Inc.++++++++++++++++++++++++++Filed+by%3A+Le-Quoc+Alexis/26140011.html Tue, 10 Mar 2026 16:33:00 -0400 DDOG O.39005503