Sandisk, Datadog and Amazon help lead S&P 500 rebound as AI trade steadies

A rebound in artificial-intelligence related stocks lifted the broader market on Monday, helping push the S&P 500 higher, according to Yahoo Finance market coverage. The report singled out companies spanning data storage, cloud and software, pointing to renewed investor interest in a segment of the equity market that has traded aggressively in recent sessions.

Western Digital, whose SanDisk brand is widely associated with data storage products, was among the day’s notable gainers. The stock rose 6.1% to $35.21 during Monday trading, the report said. The move placed Western Digital at the center of a broader rotation into areas linked to data and compute needs that investors often associate with AI infrastructure.

The same market recap highlighted Datadog and Amazon as other leaders. Datadog is a software platform that helps companies monitor applications and infrastructure, often used by engineering and operations teams to track performance and reliability. Amazon, through its AWS cloud unit and related services, sits on the supply side of cloud computing that companies use to run workloads, including AI training and inference deployments.

The report also referenced Twilio as part of the group outperforming on the day, reflecting that the rebound was not limited to pure-play AI names. Twilio provides communication tools for businesses, which can benefit indirectly when software and digital customer engagement activity strengthens, particularly in periods when investors broaden their risk appetite.

While Monday’s winners were diverse, the common thread in the coverage was a rebound in sentiment toward “AI plays.” That framing matters because investor expectations around AI spending tend to flow through multiple layers of the technology stack, from storage and cloud infrastructure to software platforms that observe and manage complex systems.

Amazon’s role in this narrative is closely tied to AWS, which supplies cloud services used by many businesses to build and run applications. In periods when market participants anticipate higher demand for cloud capacity, including for AI workloads, Amazon can benefit through AWS consumption. The company’s newsroom regularly provides updates on AWS products and customers, though Monday’s market report did not cite any specific corporate announcement as the catalyst for the stock move.

Still, the information available in Monday’s market recap is limited in what it attributes to company-specific fundamentals. The post did not provide details on earnings, guidance, contract wins or product releases for the named companies, nor did it explain the exact drivers behind the overall market move, such as economic data, analyst revisions or changes in sector positioning.

Traders and investors will likely look next for clarification on whether Monday’s rebound reflects a sustained reassessment of AI demand, or a short-term technical swing. Watch for additional reporting on market drivers, as well as any company updates that could link the trading performance to new information, such as performance metrics, guidance changes, or notable customer announcements.