Palantir posted blowout earnings while its stock cratered 30% this year, creating a tension that forces a hard question about whether the market is punishing a compounding machine or finally pricing in a valuation that was never sustainable.

Both Palantir and Snowflake just posted quarters that strengthened their grip on enterprise AI, but their financial profiles could not be more different, and only one of them sets up as a defensible buy at current prices.

A sudden shift in geopolitical risk flipped the switch on AI cloud stocks Monday morning, sending CoreWeave, Snowflake, Oracle and Nebius sharply higher, but the group carries a history of giving back gains just as fast as it captures them.

Based on the average brokerage recommendation (ABR), Snowflake (SNOW) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Replimune, Snowflake, and Cloudflare shares surged to annual highs last week amid a series of positive company catalysts, Wall Street optimism, and earnings anticipation.

The market is buying CEO Andy Jassy's spending plan for Amazon.

Cathie Wood, head of Ark Investment Management, likes to lock in gains when her tech darlings rally. That's exactly what she's doing with Snowflake, trimming her position after the cloud software stock surged nearly 10% over the past five trading days ahead of earnings. In 2025, the flagship ...

Cursor launched a Benchmark Partners Program with Snowflake (NYSE:SNOW), AWS, Databricks, NVIDIA, and others to support enterprise AI adoption. The program aims to provide a referenceable stack that addresses governance, infrastructure, and deployment issues for large organizations. Snowflake’s participation highlights its role in efforts to standardize how enterprises build and scale AI systems on modern data platforms. For investors watching Snowflake, this partnership places the company...

The latest trading day saw Snowflake Inc. (SNOW) settling at $293.28, representing a -1.62% change from its previous close.

Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here. Spyglass Growth Strategy appreciated 24.63% in the second quarter, significantly outperforming the Bloomberg Midcap Growth Index’s 14.05% increase, the Bloomberg 2500 Growth Index’s 19.01% gain, and the Bloomberg 500 […]

Benoit Dageville sold and gifted shares under a pre-established trading plan, retaining a $1.27 billion stake after the transaction.

Recently, Zacks.com users have been paying close attention to Snowflake (SNOW). This makes it worthwhile to examine what the stock has in store.

A substantial stock rally has investors asking whether it's backed by real business fundamentals and, if so, whether the shares still have room to run or are now fully valued.

Palantir heads into Q2 earnings with 80% revenue growth expected, strong customer momentum and a steep valuation after a sharp share-price pullback.

Wall Street does not usually turn on a stock this fast. Earlier this year, Snowflake (SNOW) was one of the names investors turned away from when they decided artificial intelligence might break the software business. SNOW stock fell hard, and the story around it was almost entirely about what ...

The company's guidance method excluded a product it had only just launched, and management said so two months before the run began.

CCC Intelligent Solutions (CCC) delivered earnings and revenue surprises of 0.00% and +0.63%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The stock market sold off as oil prices surged on Trump's Iran threats. Microsoft, Meta and Fortinet were key earnings movers late.

Palantir (NASDAQ:PLTR) shares sit near $123, down about 25% this year, and on paper that looks like a stock in trouble. It isn’t. The company delivered first quarter revenue of $1.63 billion, up 85% from a year earlier, and management responded by raising full year guidance to $7.65 billion to $7.66 billion, well above the […]

Dageville disposed of 66,668 shares through a pre-established Rule 10b5-1 trading plan, retaining ~4.5 million shares worth $1.24 billion.

Visa received a fresh round of support from Wall Street after reporting stronger-than-expected third-quarter results and raising its full-year outlook, while Wells Fargo raised its price target on Snowflake by more than 56%.

SNOW is strengthening its enterprise AI platform with new security and governance tools as AI adoption grows and product revenue guidance points to 30% growth.

This is a hyper-growth chapter for Palantir Technologies. The company provides its Artificial Intelligence Platform to critical institutions like the Department of the Navy.

Datadog's rising mix of multi-year contracts lifts RPO 51% to $3.48 billion, improving revenue visibility and supporting a higher 2026 outlook.

(Bloomberg) -- Executives and investors tied to the AI supply chain were among the biggest insider sellers in the second quarter, taking advantage of a sharp — and volatile — rally in technology stocks.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsApple Set to Make Big Smart Home Push

(Bloomberg) -- Jack Ma-backed OceanBase is seeking to raise money to help it operate more independently and bankroll its expansion into AI database services, according to people familiar with the matter. Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeUEFA Considering Boycott of FIFA To

Snowflake stock gapped up 37% on earnings in May before forming a cup-with-handle base that offers an entry at 279.49.

Dow Jones energy giant Chevron eyed a potential buy point even as oil prices dived further Tuesday. ASML stock plunged below a key level.

Snowflake (NYSE:SNOW) has introduced Cortex AI Gateway, a new control layer for managing and securing enterprise AI agents. The launch includes a suite of AI security tools that focus on trusted interoperability across first party and third party agents. These capabilities aim to help enterprises govern agent activity, apply zero trust principles, and keep closer control of AI related costs. Snowflake enters this announcement with its stock at $272.92 and a return of 25.9% year to date and...

This is a hypergrowth chapter for Palantir, defined by U.S. demand the company cannot fully meet. Its Artificial Intelligence Platform (AIP) serves foundational government clients like the Department of the Navy and commercial giants like GE Aerospace.

One profitable and growing, the other still burning cash but expanding fast, their risk profiles and valuations tell very different stories.

Earlier this month, Solid Data Inc. announced it had joined Snowflake-led Open Semantic Interchange (OSI), an open-source, vendor-neutral standard aimed at unifying semantic metadata so organizations can more easily share and analyze data for AI and business intelligence. This move underscores Snowflake’s push to shape open, interoperable data standards, potentially increasing the appeal of its AI Data Cloud as ecosystems converge on common definitions. We’ll now examine how Snowflake’s...

UiPath trades at a 15.4x forward P/E with positive net income, while Snowflake's 29% revenue growth comes at a $1.3 billion annual loss.

NVIDIA's 55% net margin and $96.7B free cash flow contrast sharply with Snowflake's $1.3B net loss, but valuation gaps tell a different story.

Both companies are unprofitable but growing rapidly, though one carries significantly lower valuation multiples and less reliance on government contracts.

Dell trades at a fraction of Snowflake's valuation, but one company generates profits while the other burns cash, the risk-reward calculus isn't obvious.

Palantir has shed nearly a third of its value from recent highs while its operating story accelerates, and that contradiction sets up one of the more interesting risk-reward debates in AI stocks right now.

Dell, Snowflake, Datadog and Casey's General Stores are stocks that funds are picking up amid stock market volatility.

A reminder to IPO fans.

Disposition follows pre-established Rule 10b5-1 trading plan; executive retains ~757,000 shares worth $208.8 million.

The business is still accelerating, yet the shares now fetch an extreme multiple of sales, leaving almost no room for the growth to disappoint.

Nvidia (NVDA) is leading an initiative among a number of companies advocating for open-source AI too

The software firm’s shares look expensive, but a look at future earnings reveals a very different picture.

Nebius is hemorrhaging 9% while Snowflake climbs and Cloudflare barely flinches, and the divergence reveals something important about which AI cloud bets investors are actually willing to hold when volatility spikes.

This year has not been kind to big-name enterprise software stocks — with some of the sector's biggest names like Microsoft and Salesforce down sharply. Fears that top artificial intelligence models from Anthropic and OpenAI could displace existing enterprise software have weighed on the software sector. At Snowflake's investor day last month, Chief Executive Sridhar Ramaswamy said the company is seeing benefits from its focus on creating "the definitive data platform that people would want to use if they wanted to get value from AI."

Slootman's divestment, executed under a pre-arranged trading plan, reduces his direct ownership stake by 91% while maintaining significant indirect holdings through family trusts.

Rogo integration puts Snowflake (SNOW) at the center of AI data governance Rogo’s new integration with the Snowflake (SNOW) managed Model Context Protocol server highlights how the company’s data platform is being used to keep sensitive institutional data inside existing security and governance controls. See our latest analysis for Snowflake. The Rogo integration lands at a time when Snowflake’s recent share price return has been strong, with a 30 day gain of 15.07% and a 90 day move of...

Snowflake stock sits at an interesting valuation crossroads, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to meaningful upside while market based multiples suggest the shares already trade on a rich footing. Snowflake has delivered a 57.6% return over the past three years, which puts added pressure on today’s valuation to be supported by future cash flows rather than past share price gains. Expectations around Snowflake’s AI focused data cloud growth, including large...

Rogo has integrated its AI agents with Snowflake's managed Model Context Protocol (MCP) server. The integration aims to provide financial institutions with secure, governed AI access to proprietary data. The development highlights Snowflake's focus on data governance for enterprise customers using AI tools. For investors watching Snowflake (NYSE:SNOW), this Rogo integration highlights how the company positions itself at the intersection of data infrastructure and applied artificial...

PLTR's Ontology and AIP Bootcamps are helping enterprises move AI into production, strengthening customer ties and reinforcing long-term growth.