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Bits AI
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Datadog (NASDAQ: DDOG) beats Q2 estimates but AI customer slowdown rattles investors
Datadog delivered 36% second-quarter revenue growth and another earnings beat, yet its shares fell roughly 19% after management disclosed lower usage from a major AI customer. The selloff exposes a central question for the observability company: can broad enterprise adoption offset volatility from unusually large AI workloads?
August 7, 2026