Stifel reiterates Datadog stock Hold rating amid OpenAI contract renewal

Investing.comMonday, October 6, 2025 at 2:15:28 PM
Stifel reiterates Datadog stock Hold rating amid OpenAI contract renewal
Stifel has maintained its Hold rating on Datadog's stock as the company navigates the renewal of its contract with OpenAI. This decision reflects a cautious approach amid ongoing developments in the tech sector. Investors are keenly watching how this contract renewal will impact Datadog's performance and market position, making it a significant point of interest for those involved in tech investments.
— Curated by the World Pulse Now AI Editorial System

Was this article worth reading? Share it

Recommended Readings
San Francisco Mayor Says City Wants AI Here
PositiveFinancial Markets
San Francisco Mayor Daniel Lurie is actively promoting the city as a hub for artificial intelligence, emphasizing the importance of attracting and retaining AI startups. His participation in OpenAI's Dev Day alongside Bloomberg's Ed Ludlow highlights the city's commitment to innovation in this rapidly evolving field. This initiative is crucial as it positions San Francisco at the forefront of technological advancement, potentially leading to economic growth and job creation.
Evercore's Schlosstein on Shutdown; OpenAI, AMD Partnership | Bloomberg Markets 10/6/2025
NeutralFinancial Markets
In a recent episode of Bloomberg Markets, Evercore's Ralph Schlosstein discussed the current market landscape, touching on the implications of a potential government shutdown. The conversation also highlighted the partnership between OpenAI and AMD, showcasing how these collaborations could influence technology and finance. This matters as it provides insights into how major players are navigating economic uncertainties and leveraging partnerships to drive innovation.
OpenAI unveils app integration feature for ChatGPT at developer event
PositiveFinancial Markets
OpenAI has introduced a new app integration feature for ChatGPT during a recent developer event, marking a significant step in enhancing user experience. This feature allows developers to seamlessly integrate their applications with ChatGPT, enabling more interactive and personalized interactions. This development is important as it opens up new possibilities for businesses and developers to leverage AI in innovative ways, ultimately improving productivity and user engagement.
OpenAI’s Golden Touch Spreads as Stocks Soar Off Mere Mentions
PositiveFinancial Markets
OpenAI is making waves in the tech industry, showcasing its ability to boost stock prices simply through mentions of potential partnerships. This trend highlights the growing influence of AI in the market and how companies associated with OpenAI are experiencing significant gains. As more firms seek to collaborate with OpenAI, the implications for the tech sector could be profound, driving innovation and investment in artificial intelligence.
Coursera stock rises after integration with OpenAI’s ChatGPT
PositiveFinancial Markets
Coursera's stock has seen a significant rise following its integration with OpenAI's ChatGPT, a move that highlights the growing importance of AI in education. This partnership not only enhances Coursera's offerings but also positions the company as a leader in the online learning space, attracting more users and investors. As AI continues to shape various industries, this development is a clear indicator of how technology can drive growth and innovation in education.
Mattel partners with OpenAI on Sora 2 AI video model
PositiveFinancial Markets
Mattel has teamed up with OpenAI to develop the Sora 2 AI video model, marking a significant step in the integration of artificial intelligence in the toy industry. This partnership aims to enhance the interactive experience for children, making playtime more engaging and educational. By leveraging OpenAI's advanced technology, Mattel is poised to revolutionize how kids interact with their toys, potentially setting a new standard for innovation in the market.
AMD shares surge after AI chip deal with OpenAI
PositiveFinancial Markets
AMD's shares have seen a significant surge following a new deal with OpenAI to supply AI chips. This partnership is expected to enhance AMD's position in the rapidly growing AI market, showcasing the company's commitment to innovation and technology. Investors are optimistic about the potential growth and profitability that this collaboration could bring, making it a noteworthy development in the tech industry.
OpenAI Raises the Stakes for AMD’s Race to Catch Nvidia
NeutralFinancial Markets
OpenAI's recent advancements have intensified the competition for AMD as it strives to keep pace with Nvidia. With ambitious targets set, AMD faces the challenge of leveraging this opportunity to maximize its potential in the tech market. This situation is significant as it highlights the ongoing rivalry in the AI and graphics sectors, which could lead to innovations that benefit consumers and businesses alike.
AMD stock price target raised to $250 from $200 at BofA on OpenAI deal
PositiveFinancial Markets
AMD's stock price target has been raised to $250 from $200 by Bank of America, following the company's recent deal with OpenAI. This increase reflects growing confidence in AMD's potential to capitalize on advancements in artificial intelligence and machine learning, which are becoming increasingly important in the tech industry. Investors are optimistic about AMD's future performance, making this a significant development in the stock market.
AMD stock jumps on OpenAI deal as Big Tech seeks to reduce reliance on Nvidia
PositiveFinancial Markets
AMD's stock has surged following a significant deal with OpenAI, marking a crucial victory in its competition against Nvidia, the current leader in GPU technology. This partnership highlights OpenAI's efforts to diversify its hardware sources as it continues to grow, reducing its dependency on Nvidia. This development is important as it not only strengthens AMD's position in the market but also indicates a shift in the tech landscape where companies are seeking alternatives to established players.
OpenAI signs multibillion-dollar chip deal with AMD
PositiveFinancial Markets
OpenAI has signed a multibillion-dollar deal with AMD, allowing the AI company to purchase a 10% stake in the chipmaker. This partnership not only strengthens OpenAI's position in the tech industry but also highlights the growing importance of advanced chips in AI development. The deal is seen as a significant endorsement of OpenAI's potential and could lead to further innovations in AI technology.
AMD signs AI chip-supply deal with OpenAI, shares surge over 34%
PositiveFinancial Markets
AMD has secured a significant AI chip-supply deal with OpenAI, leading to a remarkable surge of over 34% in its shares. This partnership is crucial as it positions AMD at the forefront of the booming AI industry, highlighting the growing demand for advanced computing power. Investors are optimistic about the potential growth and innovation this collaboration could bring, making it a pivotal moment for both companies.
Latest from Financial Markets
France in fresh political and market turmoil after prime minister resigns
NegativeFinancial Markets
France is facing new political and market instability following the resignation of Prime Minister Sébastien Lecornu. His departure has prompted President Emmanuel Macron to urgently seek a stability plan, highlighting the ongoing challenges in the French government. This situation is significant as it could impact economic policies and public confidence in leadership during a critical time.
Ecopetrol Plans Another LNG Import Terminal in Colombia at Port
PositiveFinancial Markets
Ecopetrol is moving forward with plans to establish a new liquefied natural gas import terminal at a Colombian port, addressing the country's increasing fuel shortfall. This initiative is significant as it aims to enhance energy security and meet the rising demand for natural gas in Colombia, which is crucial for both residential and industrial use.
U.S. Warehouse Vacancies Steady as Demand Rises With Less New Space
NeutralFinancial Markets
In the third quarter, the U.S. warehouse vacancy rate remained stable at an 11-year high, marking a significant shift as it did not increase for the first time in three years. This stability comes amidst rising demand for warehouse space, even as the construction of new facilities continues to decline. This trend is important as it reflects the changing dynamics in the logistics and supply chain sectors, indicating a potential shift in how businesses are managing their storage needs.
Citadel's Esposito Says Firm Focused on Fixed Income
PositiveFinancial Markets
Citadel Securities is making strides in the finance sector by partnering with small and mid-tier banks to enhance their trading capabilities in fixed-income securities. President Jim Esposito highlighted this initiative during an appearance on Bloomberg Television, emphasizing the firm's commitment to providing better pricing options for these banks. This move not only strengthens Citadel's position in the market but also supports smaller financial institutions in accessing competitive trading opportunities, which is crucial for their growth and stability.
Argentina Sells Dollars for 5th Day as Treasury Drains Reserves
NeutralFinancial Markets
Argentina's government has been actively selling dollars in the foreign-exchange market for the fifth consecutive day, aiming to stabilize the declining peso. This move is significant as it reflects the government's efforts to manage economic challenges and maintain currency value, which impacts both local businesses and consumers.
Xcel Energy stock hits all-time high of 81.16 USD
PositiveFinancial Markets
Xcel Energy's stock has reached an all-time high of 81.16 USD, marking a significant milestone for the company and its investors. This surge reflects strong performance and investor confidence in the energy sector, highlighting the company's successful strategies and growth potential. Such achievements are crucial as they not only boost shareholder value but also signal a positive outlook for the energy market.