Datadog and Twilio emerge as software companies benefiting from AI

Datadog lifted its full-year forecast after strong results and reported revenue above $1 billion for the first time.

Its shares jumped 31%, helping lift other software names like Snowflake and MongoDB.

Twilio also drew investor attention after unveiling new platform features for AI agents.

The moves reinforced the view that AI-native software companies can benefit from AI adoption and better monetize it.