The Latest Breaking News from Kash Rangan

Shares of Monday.Com Ltd (NASDAQ:MNDY) were trading relatively flat on Tuesday, after the company Monday reported upbeat third-quarter revenues.

Shares of Datadog Inc (NASDAQ:DDOG) came under pressure in trading on Friday, despite an upbeat third-quarter results on Thursday.

Monday.com (NASDAQ:MNDY) showcased strong artificial intelligence momentum and new product growth at Elevate 2025, even as near-term revenue guidance weighed on shares.

MongoDB (NASDAQ:MDB) showcased its growing role in the modern data stack at Investor Day, unveiling product updates and artificial intelligence integrations to fuel growth.

Workday (NASDAQ:WDAY) outlined stronger-than-expected operating margins, rising free cash flow, and accelerating artificial intelligence adoption at its Analyst Day, prompting optimism about long-term growth.

AI is expected to boost these software stocks significantly and lead to a "rebirth" of their underlying businesses.

As consumer spending patterns shift amid economic uncertainty, retailers are adapting to evolving market dynamics and consumer preferences. These changes are influencing company performance and stock movements, creating a complex landscape for investors to navigate.

Autodesk Inc (NASDAQ:ADSK) shares rallied in early trading on Friday after the company reported upbeat fiscal second-quarter results.

As the demand for data-driven insights and cloud-based solutions intensifies, companies providing these services are experiencing significant growth and investor interest. Snowflake Inc. (NYSE:SNOW), a leader in data cloud services, is at the forefront of this trend, capturing attention with its robust financial performance and strategic innovation.