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cloud stocks

The Rule of 40 Explained: How SaaS Stocks Are Valued

September 12, 2026May 29, 2026 by Bruno M.
The Rule of 40 Explained: How SaaS Stocks Are Valued

How the Rule of 40 actually works: the formula, a worked example using Snowflake’s Q1 FY27, common pitfalls, and the newer Rule of X.

Categories Market Education Tags cloud stocks, free cash flow margin, investing basics, rule of 40, snowflake earnings

Datadog Crosses $1 Billion Quarter as AI Cloud Demand Surges

October 27, 2026May 8, 2026 by Bruno M.
Datadog Crosses $1 Billion Quarter as AI Cloud Demand Surges

Datadog hit $1 billion in quarterly revenue for the first time in Q1 2026, up 32% YoY. Shares surged 31% as the company raised its full-year 2026 outlook.

Categories Stock Market Tags AI software, cloud stocks, datadog earnings, enterprise tech, stock market

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