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How Investors May Respond To Snowflake (SNOW) AI-fueled Guidance Hike and $3.7 Billion Buyback
Simply Wall St.4d agobullish
How Investors May Respond To Snowflake (SNOW) AI-fueled Guidance Hike and $3.7 Billion Buyback

In early September 2026, Snowflake reported second-quarter fiscal 2027 results showing higher sales of US$1,546.79 million and a reduced net loss of US$191.72 million, while also completing a US$3,697.59 million share repurchase program that retired 25,378,000 shares. Management attributed the stronger performance to growing adoption of its AI offerings, including CoCo and CoWork, and raised full-year fiscal 2027 product revenue and operating margin guidance, signaling increased confidence...

Did You Pay For Palantir's Guidance Or For Something Else?
Trefis5d agoneutral
Did You Pay For Palantir's Guidance Or For Something Else?

Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.

What Investors Need To Understand About Broadcom, Credo and Snowflake Earnings
24/7 Wall St.10d agoneutralVIDEO
What Investors Need To Understand About Broadcom, Credo and Snowflake Earnings

What do massive earnings beats from Broadcom, Credo Technology Group, and Snowflake really tell us about the current state of the AI trade? During a recent episode of The AI Investor Podcast, Eric Bleeker and Austin Smith discussed why stocks like Credo and Broadcom faced brutal pullbacks despite stellar numbers, while Snowflake surged on accelerated cloud and consumption growth. The two also examined forward price-to-earnings multiples, hardware versus software margins, peak earnings anxieties, and why the market is treating today's tech boom differently than past megatrends like the smartphone surge.

Jim Cramer Says “Someone Must Know Something” About Broadcom Inc. (NASDAQ:AVGO)’s Post-Earnings Share Dip
Insider Monkey14d agoneutral
Jim Cramer Says “Someone Must Know Something” About Broadcom Inc. (NASDAQ:AVGO)’s Post-Earnings Share Dip

Broadcom Inc. (NASDAQ:AVGO) dipped on September 3rd, the day after the firm reported its fiscal third quarter earnings report. The results saw the firm post $29.6 billion in revenue and $3.32 in earnings per share to beat analyst estimates on both counts. More importantly, Broadcom Inc. (NASDAQ:AVGO)’s semiconductor revenue jumped by 221% annually to sit […]

Snowflake Q2 Earnings Call Highlights
MarketBeat16d agoneutral
Snowflake Q2 Earnings Call Highlights

Snowflake (NYSE:SNOW) reported accelerating second-quarter fiscal 2027 growth as demand for its core data platform and AI products increased, while the company also expanded its non-GAAP operating margin and raised its full-year product revenue outlook. Product revenue totaled $1.49 billion, up 37%

Investing.com17d agobullish
Snowflake soars 20% on earnings beat and raised guidance

Investing.com -- Snowflake Inc (NYSE:SNOW) reported second quarter results that exceeded analyst expectations and raised its full-year outlook, sending shares up 20% in after-hours trading Wednesday as investors responded positively to accelerating growth driven by artificial intelligence products.