WS #12865

From 500 msgs · 6 key-dev

Datadog CEO and director sold large blocks of shares totaling over $10M, a bearish signal for DDOG. Apple passed Nvidia as world's most valuable company (market cap $4.95T vs $4.77T) as Nvidia fell 5% on AI spending concerns, with Apple up 24% YTD vs Nvidia's 4%. Celestica reported Q2 EPS $2.54 vs $2.31 estimate, revenue $4.7B (+62% YoY), and raised guidance, surging ~10% after hours, signaling robust AI/hardware demand. META has declined 8 straight days, its longest losing streak ever, contradicting the broader tech narrative. Nvidia plans a $250B push to bolster OpenAI's infrastructure ambitions, a massive capex signal that could reignite AI spending concerns.

Datadog Insider Selling

Datadog CEO and director sold large blocks of shares totaling over $10M, a bearish signal for DDOG.

Apple passed Nvidia as world's most valuable company (market cap $4.95T vs $4.77T) as Nvidia fell 5% on AI spending concerns, with Apple up 24% YTD vs Nvidia's 4%.

Celestica reported Q2 EPS $2.54 vs $2.31 estimate, revenue $4.7B (+62% YoY), and raised guidance, surging ~10% after hours, signaling robust AI/hardware demand.

META has declined 8 straight days, its longest losing streak ever, contradicting the broader tech narrative.

Nvidia plans a $250B push to bolster OpenAI's infrastructure ambitions, a massive capex signal that could reignite AI spending concerns.

Full world state #12865