News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Datadog's rising mix of multi-year contracts lifts RPO 51% to $3.48 billion, improving revenue visibility and supporting a higher 2026 outlook.
(Bloomberg) -- Executives and investors tied to the AI supply chain were among the biggest insider sellers in the second quarter, taking advantage of a sharp — and volatile — rally in technology stocks.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsApple Set to Make Big Smart Home Push
(Bloomberg) -- Jack Ma-backed OceanBase is seeking to raise money to help it operate more independently and bankroll its expansion into AI database services, according to people familiar with the matter. Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeUEFA Considering Boycott of FIFA To
Snowflake stock gapped up 37% on earnings in May before forming a cup-with-handle base that offers an entry at 279.49.
Snowflake (NYSE:SNOW) has introduced Cortex AI Gateway, a new control layer for managing and securing enterprise AI agents. The launch includes a suite of AI security tools that focus on trusted interoperability across first party and third party agents. These capabilities aim to help enterprises govern agent activity, apply zero trust principles, and keep closer control of AI related costs. Snowflake enters this announcement with its stock at $272.92 and a return of 25.9% year to date and...
This is a hypergrowth chapter for Palantir, defined by U.S. demand the company cannot fully meet. Its Artificial Intelligence Platform (AIP) serves foundational government clients like the Department of the Navy and commercial giants like GE Aerospace.
One profitable and growing, the other still burning cash but expanding fast, their risk profiles and valuations tell very different stories.
Earlier this month, Solid Data Inc. announced it had joined Snowflake-led Open Semantic Interchange (OSI), an open-source, vendor-neutral standard aimed at unifying semantic metadata so organizations can more easily share and analyze data for AI and business intelligence. This move underscores Snowflake’s push to shape open, interoperable data standards, potentially increasing the appeal of its AI Data Cloud as ecosystems converge on common definitions. We’ll now examine how Snowflake’s...
UiPath trades at a 15.4x forward P/E with positive net income, while Snowflake's 29% revenue growth comes at a $1.3 billion annual loss.
NVIDIA's 55% net margin and $96.7B free cash flow contrast sharply with Snowflake's $1.3B net loss, but valuation gaps tell a different story.
Both companies are unprofitable but growing rapidly, though one carries significantly lower valuation multiples and less reliance on government contracts.
Dell trades at a fraction of Snowflake's valuation, but one company generates profits while the other burns cash, the risk-reward calculus isn't obvious.
Palantir has shed nearly a third of its value from recent highs while its operating story accelerates, and that contradiction sets up one of the more interesting risk-reward debates in AI stocks right now.
Dell, Snowflake, Datadog and Casey's General Stores are stocks that funds are picking up amid stock market volatility.
Disposition follows pre-established Rule 10b5-1 trading plan; executive retains ~757,000 shares worth $208.8 million.
The business is still accelerating, yet the shares now fetch an extreme multiple of sales, leaving almost no room for the growth to disappoint.
Nebius is hemorrhaging 9% while Snowflake climbs and Cloudflare barely flinches, and the divergence reveals something important about which AI cloud bets investors are actually willing to hold when volatility spikes.
This year has not been kind to big-name enterprise software stocks — with some of the sector's biggest names like Microsoft and Salesforce down sharply. Fears that top artificial intelligence models from Anthropic and OpenAI could displace existing enterprise software have weighed on the software sector. At Snowflake's investor day last month, Chief Executive Sridhar Ramaswamy said the company is seeing benefits from its focus on creating "the definitive data platform that people would want to use if they wanted to get value from AI."
Slootman's divestment, executed under a pre-arranged trading plan, reduces his direct ownership stake by 91% while maintaining significant indirect holdings through family trusts.
Rogo integration puts Snowflake (SNOW) at the center of AI data governance Rogo’s new integration with the Snowflake (SNOW) managed Model Context Protocol server highlights how the company’s data platform is being used to keep sensitive institutional data inside existing security and governance controls. See our latest analysis for Snowflake. The Rogo integration lands at a time when Snowflake’s recent share price return has been strong, with a 30 day gain of 15.07% and a 90 day move of...
Snowflake stock sits at an interesting valuation crossroads, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to meaningful upside while market based multiples suggest the shares already trade on a rich footing. Snowflake has delivered a 57.6% return over the past three years, which puts added pressure on today’s valuation to be supported by future cash flows rather than past share price gains. Expectations around Snowflake’s AI focused data cloud growth, including large...
Rogo has integrated its AI agents with Snowflake's managed Model Context Protocol (MCP) server. The integration aims to provide financial institutions with secure, governed AI access to proprietary data. The development highlights Snowflake's focus on data governance for enterprise customers using AI tools. For investors watching Snowflake (NYSE:SNOW), this Rogo integration highlights how the company positions itself at the intersection of data infrastructure and applied artificial...
PLTR's Ontology and AIP Bootcamps are helping enterprises move AI into production, strengthening customer ties and reinforcing long-term growth.
Palantir has been crushed year to date while the S&P 500 climbs, yet a single performance metric shared by only three other companies in the world suggests the selloff may be creating a rare opportunity.