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SNOW's AI push and customer growth fuel a strong rally, but premium valuation, margin pressure and rising competition pose risk.

A number of stocks jumped in the afternoon session after the software sector caught a massive tailwind, fueled by easing geopolitical tensions and a fresh wave of AI-driven M&A.

Palantir just delivered a software quarter that left analysts scrambling for new benchmarks, yet the stock sits far below its peak and the market seems unmoved. Here is what the numbers actually suggest about where shares go from here.

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.

D.A. Davidson Head of Technology Research Gil Luria joins Market Domination Overtime to discuss Palantir's (PLTR) strong second-quarter results and explain why he believes the AI leader is the "best" publicly traded technology company.

Oracle stock sits 28% in the red while cloud peers celebrate a banner year, and the gap comes down to one brutal question: can a $638 billion backlog and a mountain of AI debt actually produce the earnings needed for a recovery?

Snowflake and CareDx received favorable reviews from Wall Street firms, following better-than-expected second-quarter prints and bullish momentum across AI products, respectively.

Palantir posted blowout earnings while its stock cratered 30% this year, creating a tension that forces a hard question about whether the market is punishing a compounding machine or finally pricing in a valuation that was never sustainable.

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.

Based on the average brokerage recommendation (ABR), Snowflake (SNOW) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

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

The market is buying CEO Andy Jassy's spending plan for Amazon.

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 ...

Cursor launched a Benchmark Partners Program with Snowflake (NYSE:SNOW), AWS, Databricks, NVIDIA, and others to support enterprise AI adoption. The program aims to provide a referenceable stack that addresses governance, infrastructure, and deployment issues for large organizations. Snowflake’s participation highlights its role in efforts to standardize how enterprises build and scale AI systems on modern data platforms. For investors watching Snowflake, this partnership places the company...

The latest trading day saw Snowflake Inc. (SNOW) settling at $293.28, representing a -1.62% change from its previous close.

The latest trading day saw Snowflake Inc. (SNOW) settling at $293.28, representing a -1.62% change from its previous close.

Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here. Spyglass Growth Strategy appreciated 24.63% in the second quarter, significantly outperforming the Bloomberg Midcap Growth Index’s 14.05% increase, the Bloomberg 2500 Growth Index’s 19.01% gain, and the Bloomberg 500 […]

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

Recently, Zacks.com users have been paying close attention to Snowflake (SNOW). This makes it worthwhile to examine what the stock has in store.

A substantial stock rally has investors asking whether it's backed by real business fundamentals and, if so, whether the shares still have room to run or are now fully valued.

Palantir heads into Q2 earnings with 80% revenue growth expected, strong customer momentum and a steep valuation after a sharp share-price pullback.

Wall Street does not usually turn on a stock this fast. Earlier this year, Snowflake (SNOW) was one of the names investors turned away from when they decided artificial intelligence might break the software business. SNOW stock fell hard, and the story around it was almost entirely about what ...

The company's guidance method excluded a product it had only just launched, and management said so two months before the run began.

CCC Intelligent Solutions (CCC) delivered earnings and revenue surprises of 0.00% and +0.63%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Palantir (NASDAQ:PLTR) shares sit near $123, down about 25% this year, and on paper that looks like a stock in trouble. It isn’t. The company delivered first quarter revenue of $1.63 billion, up 85% from a year earlier, and management responded by raising full year guidance to $7.65 billion to $7.66 billion, well above the […]

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.

Visa received a fresh round of support from Wall Street after reporting stronger-than-expected third-quarter results and raising its full-year outlook, while Wells Fargo raised its price target on Snowflake by more than 56%.

SNOW is strengthening its enterprise AI platform with new security and governance tools as AI adoption grows and product revenue guidance points to 30% growth.