News

Amazon crossed a $3 trillion market value, Snowflake rose as investors showed more confidence in its AI business, and Bristol-Myers stock climbed on possible merger discussions.

Both Palantir and Snowflake just posted quarters that strengthened their grip on enterprise AI, but their financial profiles could not be more different, and only one of them sets up as a defensible buy at current prices.

A sudden shift in geopolitical risk flipped the switch on AI cloud stocks Monday morning, sending CoreWeave, Snowflake, Oracle and Nebius sharply higher, but the group carries a history of giving back gains just as fast as it captures them.

Replimune, Snowflake, and Cloudflare shares surged to annual highs last week amid a series of positive company catalysts, Wall Street optimism, and earnings anticipation.

Benoit Dageville sold and gifted shares under a pre-established trading plan, retaining a $1.27 billion stake after the transaction.

One profitable and growing, the other still burning cash but expanding fast, their risk profiles and valuations tell very different stories.

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.

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.

A single analyst upgrade sent CoreWeave surging while cloud infrastructure peers like Cloudflare, Snowflake, and Oracle slid or stalled, raising a pointed question about whether this rally has legs or is running on borrowed momentum.

A cash-heavy balance sheet is often a sign of strength, but not always. Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.

CrowdStrike trades at a premium valuation but boasts stronger profitability, while Snowflake's higher growth comes with deeper losses and heavier debt.

Chip gear giant ASML resisted last week's AI rout. But investors should also look beyond stocks tied to the artificial intelligence buildout

Three companies are compounding revenue at rates that dwarf the broader tech market in 2026, yet each carries a specific risk that could unravel the trade fast. The July window for all three may be narrower than it looks.

The average brokerage recommendation (ABR) for Snowflake (SNOW) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

SNOW is expanding its AI platform and customer base, but Broadcom's faster AI growth, record bookings, and major partnerships make it the stronger buy.

In the closing of the recent trading day, Snowflake Inc. (SNOW) stood at $267.49, denoting a +2.37% move from the preceding trading day.

Cognizant Technology Solutions deepens its Google Cloud partnership to accelerate enterprise AI adoption, even as soft demand, competition, and margin pressure weigh on performance.

Shares of Cloudflare (NYSE:NET) are up 9% in midday trading to about $269 after Scotiabank upgraded the stock and raised its price target. The move puts Cloudflare shares near a fresh 52-week high of $276.81, and it’s standing out on an otherwise rough day for growth tech. The NASDAQ 100 is down 1.3% today, so ... Cloudflare Is Up 9% Today: Is It Outperforming Other AI Cloud Stocks Like Oracle, CoreWeave, and Snowflake?

We recently published Jim Cramer’s Biggest Winners to Buy: Top 20 AI & Other Stocks He Got Right in 2026. Snowflake Inc. (NYSE:SNOW) is one of the stocks discussed by Jim Cramer. Data warehousing firm Snowflake Inc. (NYSE:SNOW)’s shares are up by 17.5% over the past year and by 20% year-to-date. Since Cramer’s remarks, they […]

Palantir stock extended gains on Thursay after an upgrade at DA Davidson.

Marketplacer has expanded its collaboration with Snowflake's AI Data Cloud to bring AI-driven marketplace automation and analytics to global enterprise commerce. The deepened integration targets retailers, telecommunications companies, and other sectors across North America, EMEA, APAC, and the UK. The partnership uses large language models to automate marketplace tasks and centralize data for joint customers. Snowflake (NYSE:SNOW) is in focus as it pushes further into real-world AI...

Penguin Solutions' discounted P/S, AI Factory expansion, MemoryAI traction and rising estimates point to a compelling AI infrastructure buying opportunity.

Snowflake (NYSE: SNOW) and MongoDB (NASDAQ: MDB) both delivered Q1 FY2027 results in late May that beat expectations and raised guidance. Snowflake leaned on its proprietary AI Data Cloud and a fresh AWS megadeal. MongoDB pushed Atlas and vector search deeper into AI agent workloads. Two data platforms, two different architectures, and a market picking ... MongoDB Vs. Snowflake: Why One Is The Better Stock To Buy In 2026

Summer 2026 pullbacks have created potential entry points in AMPX, ORCL, SNOW, CRM, and ZS, with analyst consensus targets implying 55% to 80% upside across the group.

Unlimitail has selected Snowflake (NYSE:SNOW) to power a new Global Retail Media Data Hub. The hub is designed to support secure, scalable data collaboration for omnichannel retail media networks across Europe and LATAM. The partnership will use Snowflake Data Clean Rooms to enable privacy-centric audience measurement and data sharing without moving data out of retailers' own environments. For investors tracking Snowflake, this new role at the center of Unlimitail’s Global Retail Media Data...

GitLab serves over half of the Fortune 100, while Snowflake boasts $1.1 billion in free cash flow, yet their risk profiles and valuations diverge sharply.