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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.

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

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.

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.

Investors have shorted a huge volume of Snowflake, Inc. put options that expire in 499 days and are 50% below today's price. They gain a 10% yield for 1.37 years away - a very bullish play in SNOW stock.

The reported quarter was strong, yet management added far more to its full-year outlook than the quarter itself beat its own guidance by, and the contract book explains why.

SNOW's AI push and customer growth fuel a strong rally, but premium valuation, margin pressure and rising competition pose risk.

A number of stocks jumped in the afternoon session after the software sector caught a massive tailwind, fueled by easing geopolitical tensions and a fresh wave of AI-driven M&A.

Palantir just delivered a software quarter that left analysts scrambling for new benchmarks, yet the stock sits far below its peak and the market seems unmoved. Here is what the numbers actually suggest about where shares go from here.

D.A. Davidson Head of Technology Research Gil Luria joins Market Domination Overtime to discuss Palantir's (PLTR) strong second-quarter results and explain why he believes the AI leader is the "best" publicly traded technology company.

Oracle stock sits 28% in the red while cloud peers celebrate a banner year, and the gap comes down to one brutal question: can a $638 billion backlog and a mountain of AI debt actually produce the earnings needed for a recovery?

Snowflake and CareDx received favorable reviews from Wall Street firms, following better-than-expected second-quarter prints and bullish momentum across AI products, respectively.