富邦证券将M31科技评级由“中性”上调至“买入”，目标价为新台币860元。

US Initial Jobless Claims 200,000 Vs. Expected 205,000, Prior 190,000

AlphaMena Upgrades Al-Babtain Power and Telecommunication to Add, Boosts PT

AlphaMena on Thursday upgraded power and telecommunications products company Al-Babtain Power and Telecommunication (SASE:2320) to add from reduce and increased its price target to 75.60 Saudi riyals from 66.30 riyals.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

Research Alert: Ddog Crushes Expectations As Growth Continues To Accelerate

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:DDOG crushed Q1 expectations with revenue of $1.006B (+32% Y/Y), beating guidance and consensus by approximately $50M, while non-GAAP EPS of $0.60 exceeded Street estimates by $0.09. Large customer growth meaningfully reaccelerated with $100K+ ARR customers growing 21% Y/Y to approximately 4,550, up from 19% in Q4, validating the platform consolidation thesis as enterprises increasingly consolidate observability and security workloads. Management substantially raised FY 26 guidance with revenue now expected at $4.30B-4.34B (vs. prior $4.06B-4.10B and consensus $4.12B), representing 25% growth at midpoint. We believe the strong operational leverage is evident with non-GAAP operating margin expanding 30 bps to 22% despite heavy AI investments. The company's robust $4.8B cash position provides substantial firepower for strategic investments in the rapidly evolving AI infrastructure landscape, while 29% FCF margin demonstrates efficient scaling capabilities.