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Story summary
- Datadog and Palo Alto Networks saw AI-related stock declines amid a broader market sell-off.
- Datadog shares fell 7.19% to $247.11, valuing the company at $88.73 billion.
- Datadog reported 36% Q2 2026 revenue growth and raised its 2026 outlook to $4.46 billion.
- Palo Alto Networks' NGS portfolio generated $9 billion ARR in FY2026, up 63%, aiming for $20 billion by FY2030.