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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.

Cloudflare, Airbnb, and Snowflake stocks closed at annual highs on Friday amid strong quarterly results, Wall Street optimism, and growing demand for their products.

Zeta Global (NYSE:ZETA) reported second-quarter 2026 revenue of $443 million, up 44% from a year earlier, or 28% excluding revenue from mergers and acquisitions. The company said the result marked its 20th consecutive quarter of beating and raising its outlook. Adjusted EBITDA rose 56% year over ye

Teradata (NYSE:TDC) reported second-quarter results marked by growth in recurring revenue, expanded operating margins and higher free cash flow, while reaffirming its full-year outlook for total annual recurring revenue, total revenue and recurring revenue. The company raised its full-year non-GAAP

Post-earnings momentum accelerated today as analyst enthusiasm fueled a 10% rally, signaling investor confidence in commercial AI demand, today, Aug. 7, 2026.

Zeta Global's customer growth, AI adoption and cash generation are improving, but its premium valuation and execution risks leave less room for error.

Zeta Global surges 12.9% as strong Q2 growth, higher 2026 guidance and rising AI adoption offset margin, integration and timing risks.

Atlassian (NASDAQ:TEAM) was indicated more than 30% higher in pre-market trading on Friday after delivering fiscal fourth-quarter results that comfortably exceeded Wall Street expectations, prompting investors to rethink concerns that artificial intelligence could undermine traditional enterprise software providers. The company reported quarterly revenue of $1.

The results carry implications well beyond Atlassian itself. Enterprise software stocks have been among the year’s hardest-hit groups on fears that AI would displace traditional collaboration and productivity tools, and TEAM’s print is now being read as a sector-wide inflection point, potentially benefiting direct peers such as Datadog (NASDAQ: DDOG) and Snowflake (NASDAQ: SNOW), both cited by analysts as comparable re-rating candidates.

Which stocks are the best mutual funds buying? Marvell, Apple stock and Santander lead as 14 others also make this monthly screen.

Nebius has been one of 2026's most explosive AI infrastructure plays, but a rumor about a famous short-seller and a stretched valuation are rattling investors who are now eyeing the exits toward Cloudflare, CoreWeave, Snowflake, and Oracle.

Software stocks feel the pain after a slew of earnings. Some were good and some were bad but it doesn’t matter to investors.

Its correlation to the index leaves real room for its own story, and its up-day and down-day readings show what that story costs in swings.

Software stocks, including Salesforce and Snowflake, sold off amid disappointing Q2 earnings reports and guidance from Datadog and HubSpot.

Snowflake (NYSE:SNOW) has introduced Cortex AI Gateway, a new tool designed to govern and control enterprise AI agents at scale. The company also announced expanded security integrations with vendors including 1Password and Aembit. These updates focus on AI agent security, governance, and cost management inside the Snowflake platform. For investors tracking enterprise data platforms, Snowflake is moving deeper into AI operations and security with Cortex AI Gateway. The product targets a...

Artificial intelligence is driving growth in more than one corner of Amazon's sprawling business.

Artificial-intelligence-powered cloud marketing platform operator Zeta Global spiked and broke out of a cup base on Wednesday. The big move came after the AI marketing company late Tuesday increased its 2026 revenue forecast. "With new momentum from our collaborations with OpenAI, Snowflake, and Palantir, we have reached an inflection point for Zeta, bringing together capabilities and investments we have been building for years," Zeta Chief Executive David Steinberg said in its Aug. 4 earnings release.