
Oracle's stock has cratered while Wall Street analysts stubbornly hold some of the most bullish price targets in the mega-cap space. With earnings dropping Thursday, something has to give.
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Oracle's stock has cratered while Wall Street analysts stubbornly hold some of the most bullish price targets in the mega-cap space. With earnings dropping Thursday, something has to give.

Snowflake surged 17% on earnings night, then spent Friday giving it back while every benchmark around it barely budged. That split-screen moment raises a pointed question about who is actually selling and why.

A number of stocks jumped in the afternoon session after software equities broadly gained momentum following a pullback in treasury yields and second-quarter financial results from Snowflake.
The investor says sharp selloffs can create opportunities to accumulate more shares, while cautioning that conviction must be balanced against valuation and risk.

Software's biggest winners are selling off hard today while the broader tech index barely flinches, and the disconnect between those two moves reveals something traders need to understand before Snowflake's report hits after the close.

A number of stocks fell in the afternoon session after a sharp jump in benchmark Treasury yields and surging crude oil prices stoked renewed concerns over inflation.

Despite Snowflake's 50% YTD rally and bullish analyst ratings, short interest near record highs reflects concerns over GAAP losses and dilution from stock-based compensation.

Snowflake shares have surged 200% amid insider selling, but analyst price targets and institutional buying signal confidence ahead of the company's early-September earnings report.

Today’s selling in AI cloud is concentrated in the names that ran furthest into the summer, with a fresh financing from one issuer doing most of the damage. Nebius Group (NASDAQ:NBIS) stock is down 4% to $214.80 midday Thursday after pricing a $5 billion convertible note offering overnight. Cloudflare (NYSE:NET) stock is down 3% to ... Nebius Drops 4%, Cloudflare Falls 3%, Snowflake Slips: Are Financing Concerns Sinking AI-Cloud Stocks?

In the most recent trading session, Snowflake Inc. (SNOW) closed at $325.5, indicating a -1.4% shift from the previous trading day.
Software stocks, including Salesforce and Snowflake, sold off amid disappointing Q2 earnings reports and guidance from Datadog and HubSpot.
Cathie Wood, head of Ark Investment Management, likes to lock in gains when her tech darlings rally. That's exactly what she's doing with Snowflake, trimming her position after the cloud software stock surged nearly 10% over the past five trading days ahead of earnings. In 2025, the flagship ...
The stock market sold off as oil prices surged on Trump's Iran threats. Microsoft, Meta and Fortinet were key earnings movers late.
Dageville disposed of 66,668 shares through a pre-established Rule 10b5-1 trading plan, retaining ~4.5 million shares worth $1.24 billion.
(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
Snowflake stock gapped up 37% on earnings in May before forming a cup-with-handle base that offers an entry at 279.49.
Disposition follows pre-established Rule 10b5-1 trading plan; executive retains ~757,000 shares worth $208.8 million.
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.
PLTR's Ontology and AIP Bootcamps are helping enterprises move AI into production, strengthening customer ties and reinforcing long-term growth.
Investing.com -- Morgan Stanley has pushed back against negative investor sentiment toward the software sector, telling investors in a note on Tuesday that the market has become "too negative on the group" and naming eight Overweight-rated companies best positioned for the AI era.
The company's AI platform is driving rapid, triple-digit growth in its core U.S. market, but the stock's premium price and past volatility demand a clear-eyed look at the risks.
Insider selling in NVDA, ALAB, SNOW, DDOG, and CRWV is driven by 10b5-1 plans, while institutions accumulate shares and analysts cite double-digit upside for most.
Investing.com -- The broader software complex experienced widespread declines on Friday as fragile investor confidence gave way to a wave of sympathetic selling across the sector. The turn lower continued to arrest a month-long recovery fueled in part by strong corporate results and forward guidance from Snowflake. The shift in capital allocation reflects a market that remains deeply hypersensitive to any perceived headwind within the enterprise technology layer. Rather than treating recent oper
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