Travel Site Books a 6% Gain

An activist stakeholder lights a fire under a well-known travel platform, a cloud software company receives an institutional upgrade with index inclusion, and a global steel giant secures $5.6 billion in fresh loans to fund a landmark U.S. acquisition. Here's what traders are watching this morning.

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Datadog [DDOG] surged more than 9% in premarket trading Thursday after news broke that the cloud monitoring company will join the S&P 500 Index next week, replacing Juniper Networks. The move follows Juniper’s acquisition by Hewlett Packard Enterprise in a $14 billion deal.

Inclusion in the S&P 500 is often regarded as a significant milestone, enhancing both visibility and investor confidence. It also carries mechanical buying pressure from index funds that must now add Datadog to their portfolios.

The announcement sparked a wave of retail enthusiasm, trading activity on Stocktwits jumped, with sentiment swinging from bearish to “extremely bullish” in a matter of hours.

Datadog, based in New York, offers real-time observability and security tools for cloud-based applications. The firm has been expanding its presence in the AI monitoring space, with AI-native customers now contributing over 8% of annual recurring revenue, up from 6% just one quarter earlier.

Despite being down 5.5% year-to-date before the news, Datadog is on firmer footing after a solid Q1 showing that featured 25% revenue growth and a full-year guidance raise.

Analysts, including Macquarie’s Steve Koenig, continue to point to the company’s stable usage trends, long-term market share gains, and prudent execution.

The index inclusion validates Datadog’s credentials as a large-cap growth name and positions it for broader ownership and long-term investor interest as capital rotation flows into high-quality software leaders.

Tripadvisor [TRIP] surged in premarket trading following news that activist hedge fund Starboard Value has taken a more than 9% stake in the company, estimated at roughly $160 million. Shares jumped 6% on the news as traders bet on upcoming changes.

The online travel and review platform, best known for helping users search and compare hotels, restaurants, and attractions, has been under pressure amid a broader slowdown in consumer travel stocks.

Shares have fallen approximately 15% over the past year. Earlier this year, Tripadvisor’s board formed a special committee to evaluate strategic alternatives, including a potential sale.

Starboard Value, led by CEO Jeffrey Smith, has a track record of pressuring companies into operational shakeups and board changes.

The firm is no stranger to high-profile campaigns, having recently pushed for reforms at Pfizer, Autodesk, and most recently, Kenvue, where Smith secured a board seat. A 13D filing is expected soon, which would confirm Starboard’s intent to influence corporate strategy at Tripadvisor.

With activist pressure mounting and a strategic review already underway, investors are now closely watching for board-level maneuvers or a renewed sale process that could reshape the company’s future.

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Nippon Steel [NPSCY], Japan’s largest steel manufacturer, announced it will raise 800 billion yen ($5.6 billion) through two subordinated loan facilities to help fund its $14.9 billion acquisition of U.S. Steel and restructure prior debt.

A 500 billion yen portion will go toward repaying a bridge loan secured in June to finance the acquisition.

That tranche is being underwritten by Japan’s three major banks, Mitsubishi UFJ, Sumitomo Mitsui, and Mizuho, as well as Sumitomo Mitsui Trust and the Development Bank of Japan.

The second 300 billion yen loan, set to close later this month, will refinance an earlier subordinated loan.

The company aims to achieve a lower debt-to-equity ratio of approximately 0.7 by March 2026, down from 0.8 following the deal, through earnings growth and asset sales.

Executives emphasized their intent to avoid earnings-per-share dilution as they evaluate additional financing options.

The strategic refinancing signals Nippon Steel’s continued push to solidify its global footprint, despite the debt load, and its bet on U.S. steel demand as a long-term growth driver.

Cadence develops software tools and IP that help engineers design next-generation semiconductors and electronic systems. Its suite of solutions is critical to sectors such as automotive, AI, mobile, and data center chips.

Shares are up more than 5% in premarket trading, boosted by fresh analyst upgrades and rising investor interest in EDA companies amid the ongoing AI-fueled chip rally. Momentum is also building ahead of earnings, with bullish bets tied to continued design wins in AI and custom silicon.

Synopsys provides electronic design automation (EDA) tools and semiconductor IP used by chipmakers around the world. It plays a foundational role in chip design, verification, and security, particularly as semiconductors become increasingly complex.

Shares are up 5% in premarket trading following upbeat analyst commentary and a broader rotation into AI infrastructure names. The company is also riding momentum after announcing strategic customer wins in advanced nodes and AI chip architecture.

Summit Therapeutics is a biotech firm advancing precision antibiotics and immuno-oncology therapies. Its lead asset, ivonescimab, has shown promise in late-stage trials for non-small-cell lung cancer.

Shares are up about 2% in premarket trading after extending a multi-session rally fueled by investor optimism ahead of potential clinical updates. The stock has more than doubled year-to-date, making it one of the top biotech gainers in 2025.

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That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.

Best Regards,

— Adam Garcia
Elite Trade Club

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