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 $8 billion in cash and stock, Axios has learned.