Palantir and Snowflake just reported quarters that force a real choice between two competing visions of how agentic AI reaches enterprise workflows, and the numbers reveal something surprising about which model actually holds up under pressure.

PLTR's expanding margins, surging Rule of 40 score and AI deployment focus strengthen the case for durable, more efficient growth.

A single overnight financing just sent ripples across the entire AI cloud sector, and the names that ran hardest this summer are now paying the steepest price for it.

SNOW's AI-driven products fuel 34% product revenue growth, while new model-routing capabilities strengthen its enterprise AI push.

Palantir just delivered the kind of quarter that silences critics, but with a valuation that makes even bulls nervous, the real debate is whether the growth story can actually justify what the market is already pricing in.

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?

SNOW's AI adoption is growing rapidly, but Dell Technologies' stronger earnings momentum, AI server demand and diversified drivers may offer greater upside.

Lee Ainslie just torched Maverick Capital's playbook, dumping chip giants to pour hundreds of millions into five names that look nothing like his fund's typical bets, and one of them involves derivatives on a Brazilian fintech.

Snowflake (NYSE:SNOW) introduced dynamic model routing in its Cortex AI Gateway, allowing enterprises to select between multiple AI models for different tasks. The feature is designed to balance task complexity, governance needs, and cost when choosing models for production AI workloads. Customers can reduce reliance on any single AI provider by routing queries across different underlying models within Snowflake's platform. The update positions Snowflake as both a data platform and an AI...

Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.

In the most recent trading session, Snowflake Inc. (SNOW) closed at $325.5, indicating a -1.4% shift from the previous trading day.

UBS is telling clients that artificial intelligence is translating into real, growing spend on Snowflake, and the bank remains Buy-rated on the stock heading into its fiscal second-quarter results on September 2. The bank's analysts spoke with seven enterprise partners and customers to gauge...

Snowflake (SNOW) faces high revenue growth expectations heading into its fiscal second-quarter resul

While the broader cloud software basket trades higher Tuesday, one AI infrastructure giant is sinking fast, and the culprit has nothing to do with demand for its services.

Snowflake CEO Sridhar Ramaswamy joins Bloomberg Open Interest in an exclusive interview to explain why the next phase of enterprise AI is about economics, not simply using the biggest model available. He breaks down how model routing can cut AI costs, why relying on a single model creates risk, and how AI agents could shift workers from repetitive tasks toward higher-value jobs.

Snowflake has surged over 170% since April, and Wall Street bulls are just now starting to reprice what agentic AI could mean for the company's consumption growth. Whether this rally is the beginning of a much larger breakout or a well-deserved rest stop depends on one critical question investors haven't fully answered yet.

The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.

Analysts at UBS maintained their ‘Buy’ rating on Snowflake while raising their price target to $425 from $370, implying an upside potential of about 29% from Monday’s closing price.

NVIDIA and top institutional investors are piling into AI infrastructure, with 13F filings revealing bets on Intel, CoreWeave, Nebius and more.

The pair trade that saw investors go long chips and short software lit up the stock market for much of 2026. Now it’s on life support.

Quarterly 13F disclosures offer individual investors an irreplaceable window into the playbooks of market-moving institutions.

Stripe has agreed to acquire AI model marketplace OpenRouter for more than $7 billion, as first reported by Bloomberg and confirmed by Axios.

Reddit enjoys over 60% revenue growth, while Snowflake generates stronger free cash flow but trades at a premium valuation.

Snowflake trades at a 174x forward P/E while Verizon's 9.6x multiple masks $131 billion in debt.

Clear Street Managing Director Owen Lau compares Databricks to Android as an open-source alternative to Snowflake, while outlining the margin pressures and ROI debates surrounding its serverless AI model following a $190 billion valuation.

When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.

Snowflake Gets Major RBC Vote of Confidence as Software Sentiment Rebounds

Several major software companies are likely to top expectations for their upcoming quarterly financi

This data-software powerhouse is delivering leading growth, but the market is already charging a leading price for the privilege.

Snowflake (NYSE:SNOW) added OptionMetrics data to its private cloud marketplace, giving users direct access to options datasets across multiple regions. The integration includes historical and intraday options data for the US, Europe, Asia, and Canada, aimed at institutional and quantitative users. This move expands Snowflake's role as a data hub for investment research, trading, and risk management workflows. For readers looking to explore more companies building the data and compute...

Oppenheimer raised its SNOW price target to $400 as stronger customer consumption and growing CoCo adoption point to faster AI-driven growth.

Private software giant Databricks is now worth $190 billion thanks to a new funding round. The valuation jump is good news for early backers of the Snowflake (NYSE:SNOW) competitor, which includes Nancy Pelosi, NVIDIA Corporation (NASDAQ:NVDA) and Cathie Wood. Early...

Networking equipment and software provider Arista Networks, Inc. (NYSE:ANET) is one of Cramer’s favorite stocks. In fact, as far back as February 2025, the CNBC TV host remarked that going against Arista Networks, Inc. (NYSE:ANET) and its CEO meant an “invitation to your funeral.” The shares are up by 49% over the past year and […]

The round was led by Coatue and included Blackstone, MGX, accounts advised by T. Rowe Price Associates, and new investor Sixth Street Growth, according to Databricks’ newsroom. Returning backers such as Andreessen Horowitz, Thrive Capital, Goldman Sachs Alternatives, and Temasek also participated.

Databricks Inc. has secured $5 billion in funding at a valuation of $190 billion, the second round of financing this year for a fast-growing software firm that competes with Snowflake Inc. and Alphabet Inc.

Dow Jones software giant Microsoft, Palantir and Twilio all broke out past new buy points in recent trading sessions.

The rallies show that investors still prefer companies with strong AI demand or successful business strategies.

One AI tool is becoming a bigger growth catalyst

With Wall Street expecting more upside for Snowflake, investors may want to mark Sept. 2 on their calendars for the company’s next earnings report.

SpaceX's AI compute and Starlink businesses are surging, while Starship advances and CAPEX normalization could fuel its next phase of growth.

Growth and margins settle the quality question, so what a buyer is really underwriting is how long U.S. demand for sovereign AI lasts.

Palantir just delivered a quarter that broke every model, and even skeptics are struggling to explain away what the numbers show. Here is why the stock may have further to run than almost anyone predicted.

Driven by explosive growth in non-traditional segments like AI compute hardware and Starlink, SpaceX is laying the groundwork for unprecedented scale.

The quarter that repriced the stock was made overwhelmingly at home, and the segment lines say so.

In late July and early August 2026, Alteryx, Aembit, and 1Password announced new integrations with Snowflake’s AI Data Cloud and security ecosystem, while Snowflake launched Cortex AI Gateway to help enterprises govern, secure, and orchestrate both first- and third-party AI agents at scale. Together, these moves deepen Snowflake’s AI partner ecosystem and reinforce its focus on cost-aware, tightly governed AI and agentic workflows directly on its platform. Now, we’ll examine how Snowflake’s...

The latest trading day saw Snowflake Inc. (SNOW) settling at $334.7, representing a +1.27% change from its previous close.

Snowflake stock has delivered a 116.2% return over the past three years, yet the valuation picture is split because an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach suggests the shares trade below that estimate, while market based multiples point to a richer price and the broader checks lean expensive. Over the past three years Snowflake has returned 116.2%, which puts extra focus on whether today’s price still leaves room relative to intrinsic value...

Why Snowflake Stock Just Hit a Fresh High Snowflake (SNOW) just climbed to a new annual high after the company agreed to a multiyear, US$6 billion commitment with Amazon Web Services to support enterprise AI adoption, and reported strong interest in its AI tools ahead of Q2 results. See our latest analysis for Snowflake. The recent AWS deal and a string of AI focused launches and integrations, including Cortex AI Gateway and new security and analytics partnerships announced in late July and...

Snowflake (NYSE:SNOW) added Alteryx One to Snowflake Marketplace, giving joint customers a no-code way to work with AI-ready enterprise data within the Snowflake AI Data Cloud. The integration allows business teams and IT to run analysis, workflows, and automation directly inside Snowflake through Alteryx One. The move extends Snowflake's partner ecosystem and aims to support secure, governed, and scalable analytics and AI deployment for enterprise users. Snowflake is only one example of...

Software is eating the world, and virtually no business is left untouched by it. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 30.3% over the past six months, outpacing the S&P 500’s 10.9% rise.