Caroline Hyde
speaker
8,902 appearances
181 recordings
4 series
first heard Aug 2025
last heard 12 Jun
Caroline Hyde’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 179 in all, peaking in Jan 2026 with 39.
Appearances
And moves.
I'm focusing in on Datadog.
Up, let's call it 30%.
They raise the guidance, they're showing strong growth, and in many ways, this is as see the biggest moves in some at one point since 2019.
And this is as software really manages to sort of alleviate some of the angst here.
They had a strong report on the guidance implying a healthy outlook for the second half, it's how ever core Kayet call it.
And TD Cowan saying revenue growth is nicely above consensus for the outlook much.
Better than expected.
Less so for DoorDash, which had been trading higher in earlier when certainly after it reported earnings yesterday after the Bell.
The gains that we saw in gross order value had impressed in many ways.
They the firm giving a second quarter marketplace gross order value forecast that really beat average analysts' expectations.
But maybe expectations got ahead of themselves as Uber's numbers have been strong as well.
We're just down six-tenths of a percent.
But earnings they wanted
Of the key drivers of the market at the moment.
And Sylvia Jabronski's with us, CIO at Defiance ETFs, and talking to discuss investor appetite, whether it be for software in some respects, we're finally seeing some love for Datadog, but you're also seeing love for what's happening in terms of the AI trade more broadly, infrastructure quantum, we just had INQ on.
What are the driving forces you're seeing in the ETFs?
science project.
I mean some days we can be very enthusiastic about the project of AI and large language models more broadly.
We think that they're going to be driving absolute productivity gains.
Showing 1161–1180 of 8,902 · page 59 of 446
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