WS #13525

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Applovin, HubSpot, and Datadog all fell sharply on guidance misses or analyst downgrades, highlighting AI-software valuation sensitivity. Zayo-NVIDIA fiber expansion, Alphabet's $25B bond sale, and Microsoft's India cloud region signal continued massive AI capex.

AI/Software Earnings Selloff

Applovin, HubSpot, and Datadog all fell sharply on guidance misses or analyst downgrades, highlighting AI-software valuation sensitivity.

Zayo-NVIDIA fiber expansion, Alphabet's $25B bond sale, and Microsoft's India cloud region signal continued massive AI capex.

Full world state #13525 →