Actualités

Zeta Global's customer growth, AI adoption and cash generation are improving, but its premium valuation and execution risks leave less room for error.

Zeta Global surges 12.9% as strong Q2 growth, higher 2026 guidance and rising AI adoption offset margin, integration and timing risks.

Atlassian (NASDAQ:TEAM) was indicated more than 30% higher in pre-market trading on Friday after delivering fiscal fourth-quarter results that comfortably exceeded Wall Street expectations, prompting investors to rethink concerns that artificial intelligence could undermine traditional enterprise software providers. The company reported quarterly revenue of $1.

The results carry implications well beyond Atlassian itself. Enterprise software stocks have been among the year’s hardest-hit groups on fears that AI would displace traditional collaboration and productivity tools, and TEAM’s print is now being read as a sector-wide inflection point, potentially benefiting direct peers such as Datadog (NASDAQ: DDOG) and Snowflake (NASDAQ: SNOW), both cited by analysts as comparable re-rating candidates.

Which stocks are the best mutual funds buying? Marvell, Apple stock and Santander lead as 14 others also make this monthly screen.

Nebius has been one of 2026's most explosive AI infrastructure plays, but a rumor about a famous short-seller and a stretched valuation are rattling investors who are now eyeing the exits toward Cloudflare, CoreWeave, Snowflake, and Oracle.

Software stocks feel the pain after a slew of earnings. Some were good and some were bad but it doesn’t matter to investors.

Its correlation to the index leaves real room for its own story, and its up-day and down-day readings show what that story costs in swings.

Software stocks, including Salesforce and Snowflake, sold off amid disappointing Q2 earnings reports and guidance from Datadog and HubSpot.

Snowflake (NYSE:SNOW) has introduced Cortex AI Gateway, a new tool designed to govern and control enterprise AI agents at scale. The company also announced expanded security integrations with vendors including 1Password and Aembit. These updates focus on AI agent security, governance, and cost management inside the Snowflake platform. For investors tracking enterprise data platforms, Snowflake is moving deeper into AI operations and security with Cortex AI Gateway. The product targets a...

Artificial intelligence is driving growth in more than one corner of Amazon's sprawling business.

Artificial-intelligence-powered cloud marketing platform operator Zeta Global spiked and broke out of a cup base on Wednesday. The big move came after the AI marketing company late Tuesday increased its 2026 revenue forecast. "With new momentum from our collaborations with OpenAI, Snowflake, and Palantir, we have reached an inflection point for Zeta, bringing together capabilities and investments we have been building for years," Zeta Chief Executive David Steinberg said in its Aug. 4 earnings release.

Investors have shorted a huge volume of Snowflake, Inc. put options that expire in 499 days and are 50% below today's price. They gain a 10% yield for 1.37 years away - a very bullish play in SNOW stock.

The reported quarter was strong, yet management added far more to its full-year outlook than the quarter itself beat its own guidance by, and the contract book explains why.

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.