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Jim Cramer on Snowflake: “The Stock Is Flying as It Should Be”
Insider Monkey68d agoneutral
Jim Cramer on Snowflake: “The Stock Is Flying as It Should Be”

Snowflake Inc. (NYSE:SNOW) was among the stocks Jim Cramer discussed in this changing market. Cramer praised the company’s latest earnings results, as he remarked: We finally got some ironclad proof that AI displacement worries simply don’t apply to some software companies. Look at Snowflake. This company shot the lights out after the bell, reporting a […]

Why Are Atlassian (TEAM) Shares Soaring Today
StockStory68d agobullish
Why Are Atlassian (TEAM) Shares Soaring Today

Shares of collaboration software company Atlassian (NASDAQ:TEAM) jumped 15.4% in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

Domo (DOMO) Shares Skyrocket, What You Need To Know
StockStory68d agoneutral
Domo (DOMO) Shares Skyrocket, What You Need To Know

Shares of business intelligence platform Domo (NASDAQ:DOMO) jumped 7.3% in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

Datadog (DDOG) Shares Skyrocket, What You Need To Know
StockStory68d agoneutral
Datadog (DDOG) Shares Skyrocket, What You Need To Know

Shares of cloud monitoring platform Datadog (NASDAQ:DDOG) jumped 8% in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

ServiceNow (NOW) Stock Trades Up, Here Is Why
StockStory68d agoneutral
ServiceNow (NOW) Stock Trades Up, Here Is Why

Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 12.7% in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

Qualys and Tenable Stocks Trade Up, What You Need To Know
StockStory68d agoneutral
Qualys and Tenable Stocks Trade Up, What You Need To Know

A number of stocks jumped in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

HubSpot and Workday Stocks Trade Up, What You Need To Know
StockStory68d agoneutral
HubSpot and Workday Stocks Trade Up, What You Need To Know

A number of stocks jumped in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

Why Is Palantir Technologies (PLTR) Stock Soaring Today
StockStory68d agobullish
Why Is Palantir Technologies (PLTR) Stock Soaring Today

Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 8.5% in the afternoon session after its partnership with Dell Technologies was validated by a strong quarterly earnings report from the tech giant, boosting investor confidence in Palantir's role in AI infrastructure.

Snowflake stock analyst reveals surprising stock forecast
TheStreet69d agoneutral
Snowflake stock analyst reveals surprising stock forecast

A cloud software company that has spent years trying to prove its growth story still has room to run, just gave Wall Street a stronger reason to believe. Snowflake reported fiscal first-quarter results that showed renewed momentum across its core business and its artificial intelligence products, ...

ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector
24/7 Wall St.69d agobullish
ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector

Shares of ServiceNow (NYSE:NOW) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into beaten-down enterprise software names following a blowout quarter from Dell Technologies (NYSE:DELL). The move is striking given the setup. ServiceNow stock still sits 47% below its one-year ... ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector

Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally
24/7 Wall St.69d agobullish
Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally

Shares of Palantir (NASDAQ:PLTR) are up 10% in Friday morning trading, changing hands near $158. The pop follows a blockbuster quarter from Dell Technologies (NYSE:DELL), reported Thursday evening, that validated a high-profile partnership the two companies unveiled earlier this month. Even with today’s rally, Palantir stock is still down 12% year to date (YTD), so ... Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally

This Week In Cloud AI - Strengthening AI Security with Zero Trust Solutions
Simply Wall St.69d agoneutral
This Week In Cloud AI - Strengthening AI Security with Zero Trust Solutions

Recent advancements in Cloud AI security have been underscored by Xage Security's announcement of enhanced Zero Trust capabilities for AI agents, which aim to provide a secure production environment by ensuring jailbreak-proof autonomy. Xage's solution offers comprehensive visibility and control over AI agents, helping organizations transition AI from a sandbox environment to real-world applications by mitigating risks associated with unauthorized actions and data exfiltration. This...

Here Are Friday’s Top Wall Street Analyst Research Calls: Best Buy, Cogent Communications, Dell Technologies, EPAM Systems, Federal Realty, Gap, Snowflake, Viper Energy, and More
24/7 Wall St.69d agobullish
Here Are Friday’s Top Wall Street Analyst Research Calls: Best Buy, Cogent Communications, Dell Technologies, EPAM Systems, Federal Realty, Gap, Snowflake, Viper Energy, and More

Pre-Market Stock Futures: Futures are trading higher after yet another winning day for Wall Street, as all major indices finished the day higher after starting the session lower. Once again, all four indices we track for readers posted all-time highs as the AI/Data Center, Memory Chip rally continues to roll on. Healthcare and consumer stocks ... Here Are Friday’s Top Wall Street Analyst Research Calls: Best Buy, Cogent Communications, Dell Technologies, EPAM Systems, Federal Realty, Gap, Snowfl

Guidewire Software and Varonis Systems Shares Are Soaring, What You Need To Know
StockStory69d agobullish
Guidewire Software and Varonis Systems Shares Are Soaring, What You Need To Know

A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided the clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.