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The data-cloud company just reaccelerated and raised its outlook, and the rest of the group is starting to follow.

The stock rallied as revenue growth accelerated.

Recently, Snowflake announced a multi‑year collaboration with Amazon Web Services that includes a US$6.00 billion infrastructure commitment and deeper integration of its AI Data Cloud and Cortex AI with AWS chips and regions worldwide. This move links Snowflake’s governed enterprise data directly with foundation models on AWS, aiming to simplify and speed up real‑world AI deployment for large customers. Now, we’ll examine how this expanded AWS collaboration, and its focus on agentic AI...

Snowflake (SNOW) has moved into the spotlight after a strong quarterly report, higher full year product revenue guidance, and a new US$6 billion, five year AI focused collaboration with Amazon Web Services. See our latest analysis for Snowflake. The share price reaction has been sharp, with a 1-day share price return of 6.84% and a 7-day share price return of 48.40% around the earnings beat, guidance raise, and US$6 billion AWS AI agreement. That short term momentum sits against a 1-year...

ServiceNow (NYSE:NOW) is expanding its role in enterprise AI through multi-year partnerships with companies including Experian and Wipro. The company is integrating its platform with providers such as Snowflake and Dell to act as an AI control layer across corporate data and workflows. Recent acquisitions are focused on AI and cybersecurity capabilities, aiming to deepen ServiceNow's position inside large enterprise tech stacks. ServiceNow, best known for workflow automation and IT service...

Sridhar Ramaswamy predicts that companies reliant on seat-based income will scramble to justify their premiums as employees use AI to accomplish an immense amount of work.

In February and March 2026, Snowflake was the stock Wall Street couldn't quite figure out. The stock was down 50% from the early January high to early April 2026, according to TradingView data. Snowflake was caught between a decelerating core business and an AI narrative that kept getting pushed ...

Snowflake Inc. (NYSE:SNOW) was among the stocks Jim Cramer discussed in this changing market. Cramer praised the company’s latest earnings results, as he remarked: We finally got some ironclad proof that AI displacement worries simply don’t apply to some software companies. Look at Snowflake. This company shot the lights out after the bell, reporting a […]

Stocks made a strong rally with tech stocks leading the way; investors also eyed a potential extension to the ceasefire between the U.S. and Iran

A number of stocks jumped in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

A number of stocks jumped in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

Shares of collaboration software company Atlassian (NASDAQ:TEAM) jumped 15.4% in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

A number of stocks jumped in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

Shares of business intelligence platform Domo (NASDAQ:DOMO) jumped 7.3% in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

Shares of cloud monitoring platform Datadog (NASDAQ:DDOG) jumped 8% in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 12.7% in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

A number of stocks jumped in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

A number of stocks jumped in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 8.5% in the afternoon session after its partnership with Dell Technologies was validated by a strong quarterly earnings report from the tech giant, boosting investor confidence in Palantir's role in AI infrastructure.

JPMorgan's expanding consumer reach, strong market revenues and GE Aerospace's demand tailwinds lead today's top stock research reports.

AI Frenzy Ignites Software Stocks As ServiceNow Leads Explosive Surge

A cloud software company that has spent years trying to prove its growth story still has room to run, just gave Wall Street a stronger reason to believe. Snowflake reported fiscal first-quarter results that showed renewed momentum across its core business and its artificial intelligence products, ...

The posted numbers outpaced estimates while the company also raised guidance.

The stock market hit new highs on all the key indexes this past week, buoyed by Iran optimism, tumbling oil prices and mostly positive earnings. Snowflake, Dell Technologies, NetApp, Okta, Dycom Industries and Best Buy were notable earnings winners, though there were a number of losers too.

Shares of ServiceNow (NYSE:NOW) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into beaten-down enterprise software names following a blowout quarter from Dell Technologies (NYSE:DELL). The move is striking given the setup. ServiceNow stock still sits 47% below its one-year ... ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector

Snowflake shares rally on a $6 billion partnership with Amazon. But is there any further upside left in SNOW stock? Let’s find out!

Shares of Palantir (NASDAQ:PLTR) are up 10% in Friday morning trading, changing hands near $158. The pop follows a blockbuster quarter from Dell Technologies (NYSE:DELL), reported Thursday evening, that validated a high-profile partnership the two companies unveiled earlier this month. Even with today’s rally, Palantir stock is still down 12% year to date (YTD), so ... Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally

Best Buy downgrade, Dell upgraded: Wall Street's top analyst calls

Companies in The News Are: DLTR, PLAB, BBY, SNOW

Recent advancements in Cloud AI security have been underscored by Xage Security's announcement of enhanced Zero Trust capabilities for AI agents, which aim to provide a secure production environment by ensuring jailbreak-proof autonomy. Xage's solution offers comprehensive visibility and control over AI agents, helping organizations transition AI from a sandbox environment to real-world applications by mitigating risks associated with unauthorized actions and data exfiltration. This...