Research
PANW, CRWD and the Software AI Capex Second Wave
Six of eight software names are above their 200-day MA as PANW posts FY26 Q3 strength and CRWD prints a second-wave beat.
DDOG
Datadog, Inc.
Price as of Jul 20, 2026
DDOG analysis
Published Drillr research and company-specific analysis. Existing articles keep their current URLs and citation behavior.
Research
Six of eight software names are above their 200-day MA as PANW posts FY26 Q3 strength and CRWD prints a second-wave beat.