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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.
AI workloads drive 37% product revenue growth and accelerate customer consumption patterns.
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.
Q3 earnings season, led by energy and AI-driven tech gains, is likely to beat lowball consensus estimates, with S&P 500 outperformance possibly pushing the index toward 8,500 by early 2027.
Snowflake gives Wall Street a new reason to believe in AI software.
Morgan Stanley hikes its Snowflake stock price target after a blowout quarter fueled by AI adoption and accelerating revenue growth.
Adobe stock has been a laggard in the software in the sector, but new CEO Anil Chakravarthy hopes to turn things around.
The stock market jumped above key levels Thursday, buoyed by Snowflake and dovish Fed comments. A Tesla Cybercab event and jobs report are on tap.
All three major US stock indexes were up in late-morning trading Thursday, while the rise in Treasur
Snowflake (NYSE:SNOW) shares rose 23. 9% to $379.
Snowflake Inc (NYSE:SNOW), the American cloud data analytics company, saw its shares jump 23% in after-hours trading on Wednesday after it posted results that beat Wall Street expectations. The company reported adjusted earnings per share of 62 cents, well ahead of the 45 cents forecast by...
By Rocky Swift TOKYO, Sept 3 (Reuters) - Shares and bonds staged a relief rally in Asia on Thursday while the yen added to gains as investors awaited fresh U.S. data and central banker comments for
Snowflake Inc (SNOW) reports 37% product revenue growth, with AI offerings CoCo and CoWork fueling acceleration and prompting an upward revision of full-year outlook.
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%
The data warehouse has been a unique exception to Wall Street’s software malaise. Its latest results are showing the rally could continue.
While the top- and bottom-line numbers for Snowflake (SNOW) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Asking for a Trend Host Josh Lipton previews the stories that will be making headlines tomorrow, including earnings from Broadcom (AVGO) and Snowflake (SNOW), plus a fresh look at the labor market with ADP's private payrolls report ahead of Friday's highly anticipated jobs report.
Today Earnings (a.m.): Brown-Forman, Ollie’s Bargain Outlet Earnings (p.m.): Broadcom, Hewlett Packard Enterprise, Snowflake, Five Below Economic data: ADP national employment report (August), July durable-goods and factory orders, Federal Reserve Beige Book, EIA weekly petroleum status report Central banks: Bank of Canada interest rate announcement Tomorrow Fed speakers: Fed governor Christopher Waller.
Today Executive Moves: John Ternus takes the helm at Apple, succeeding Tim Cook Fed speaker: Fed governor Michael Barr, 9:05 a.m. ET Earnings (a.m.): Medtronic, Alimentation Couche-Tard Earnings (p.
Cloud data platform provider Snowflake (NYSE:SNOW) will be reporting earnings this Wednesday after market hours. Here’s what to look for.
The firm sees product revenue beating guidance by more than 3%
Snowflake is set to report earnings Wednesday afternoon, with the cloud database software provider’s stock seen potentially rising to a fresh five-year high following the results.
It’s another quiet but important week on the earnings front this week, with some key technology names set to report. This week we have Broadcom, Dell Technologies, Palo Alto Networks and Snowflake all set to report.
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