Dow’s Low-80s Operating Rates Are the Q4 Story the Market Is Misreading
Polyethylene utilization, not just pricing, will determine whether Dow’s $1.5 billion Q4 EBITDA target holds through the holidays.
November 1, 2026
Datadog’s Consumption Numbers Will Answer Enterprise AI
Datadog’s Nov. 4 report is a clear read on whether AI spend is turning into real, billable activity.