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Datadog is a cloud-native company that focuses on analyzing machine data. The firm's product portfolio, delivered via software as a service, allows a client to monitor and analyze its entire IT infrastructure. Datadog's platform can ingest and analyze large amounts of machine-generated data in real time, allowing clients to utilize it for a variety of applications throughout their businesses.

Automatic Data Processing, based in Roseland, New Jersey, is a leading cloud-based business services company. The firm is focused on human capital management and has two primary segments: Employer Services, which provides payroll services to companies, and Professional Employer Organization Services, which provides employment administration outsourcing services, including HR, benefits management, and retirement and compliance programs. The shares are a component of the S&P 500. The company has approximately 64,000 employees.

Stocks are broadly lower at midday. At the very least, it seems some price-gain exhaustion may have set in after the solid progress last week. That said, earnings reports are flowing in and some companies are indeed pulling their forecasts and/or quantifying the impact of tariffs on their businesses.

ServiceNow Inc provides software solutions to structure and automate various business processes via a SaaS delivery model. The company primarily focuses on the IT function for enterprise customers. ServiceNow began with IT service management, expanded within the IT function, and more recently directed its workflow automation logic to functional areas beyond IT, notably customer service, HR service delivery, and security operations. ServiceNow also offers an application development platform as a service.