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Next-gen Security Premium: Microsoft's Security Shifts A detailed walkthrough of Microsoft's moves across next-gen security lines. MSFT CRWD NET S ZS DDOG OKTA PANW ESTC Hyperscalers GOOG AMZN HCP
AI/ML Premium: Google's AI & security moves Google's AI announcements out of their annual I/O event. Hyperscalers Next-gen Security GOOG MSFT CRWD S PANW DDOG SNOW
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Earnings Premium: The downfall of software A recap of Confluent, Datadog, Bill, and Cloudflare earnings this week. CFLT DDOG BILL NET
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Observability Premium: A dog-leg left A look at Datadog's new product announcements out of DASH. DevOps Tooling Next-gen Security DDOG