Datadog experienced a sharp upward trajectory driven by a major analyst upgrade from Bernstein SocGen Group, which elevated the stock to an Outperform rating while substantially raising its price target. The bullish pivot was anchored by proprietary tracking data revealing a quarter-over-quarter surge of over 50 percent in enterprise token consumption across leading artificial intelligence laboratories. As generative AI applications scale rapidly into production, the accompanying compute complexity and query latency require continuous telemetry, infrastructure monitoring, and log management. This dynamic directly converts heavy model usage into billable platform consumption, reassuring investors that accelerating AI workloads are…