Friday US Catch-Up Screen: No Clean Setup — DDOG Fails Snowflake Confirmation, SMCI’s Dell Gap Is Contaminated
No clean U.S. catch-up entry before Friday's open. Datadog still has a large cloud-software deficit but failed to confirm the Snowflake read-through, UPS's apparent repair reversed, while SMCI, MongoDB and Chevron fail event-contamination or relationship-quality tests.