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Dell, Snowflake, Datadog and Casey's General Stores are stocks that funds are picking up amid stock market volatility.

A reminder to IPO fans.

Disposition follows pre-established Rule 10b5-1 trading plan; executive retains ~757,000 shares worth $208.8 million.

The business is still accelerating, yet the shares now fetch an extreme multiple of sales, leaving almost no room for the growth to disappoint.

Nvidia (NVDA) is leading an initiative among a number of companies advocating for open-source AI too

The software firm’s shares look expensive, but a look at future earnings reveals a very different picture.

Nebius is hemorrhaging 9% while Snowflake climbs and Cloudflare barely flinches, and the divergence reveals something important about which AI cloud bets investors are actually willing to hold when volatility spikes.

This year has not been kind to big-name enterprise software stocks — with some of the sector's biggest names like Microsoft and Salesforce down sharply. Fears that top artificial intelligence models from Anthropic and OpenAI could displace existing enterprise software have weighed on the software sector. At Snowflake's investor day last month, Chief Executive Sridhar Ramaswamy said the company is seeing benefits from its focus on creating "the definitive data platform that people would want to use if they wanted to get value from AI."

Slootman's divestment, executed under a pre-arranged trading plan, reduces his direct ownership stake by 91% while maintaining significant indirect holdings through family trusts.

Rogo integration puts Snowflake (SNOW) at the center of AI data governance Rogo’s new integration with the Snowflake (SNOW) managed Model Context Protocol server highlights how the company’s data platform is being used to keep sensitive institutional data inside existing security and governance controls. See our latest analysis for Snowflake. The Rogo integration lands at a time when Snowflake’s recent share price return has been strong, with a 30 day gain of 15.07% and a 90 day move of...

Snowflake stock sits at an interesting valuation crossroads, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to meaningful upside while market based multiples suggest the shares already trade on a rich footing. Snowflake has delivered a 57.6% return over the past three years, which puts added pressure on today’s valuation to be supported by future cash flows rather than past share price gains. Expectations around Snowflake’s AI focused data cloud growth, including large...

Rogo has integrated its AI agents with Snowflake's managed Model Context Protocol (MCP) server. The integration aims to provide financial institutions with secure, governed AI access to proprietary data. The development highlights Snowflake's focus on data governance for enterprise customers using AI tools. For investors watching Snowflake (NYSE:SNOW), this Rogo integration highlights how the company positions itself at the intersection of data infrastructure and applied artificial...

PLTR's Ontology and AIP Bootcamps are helping enterprises move AI into production, strengthening customer ties and reinforcing long-term growth.

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.

If you hold shares in the AI software firm, you're already carrying the full weight of a market pricing an exceptionally broad range of futures for the company.

Snowflake Inc. (SNOW) closed at $267.8 in the latest trading session, marking a -1.45% move from the prior day.

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.

Glow is targeting a new class of endpoint risks created by the rapid adoption of AI agents and developer tools inside enterprises.

The bank named eight highest-conviction Overweights while starting Adobe and Workday at Underweight

Investing.com -- Morgan Stanley has pushed back against negative investor sentiment toward the software sector, telling investors in a note on Tuesday that the market has become "too negative on the group" and naming eight Overweight-rated companies best positioned for the AI era.

NZS shifts capital toward AI infrastructure and healthcare leaders

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.

Coatue-led funding round could support acquisitions and expansion of Databricks' AI platforms this summer.

Snowflake stock has climbed some 85% since Sridhar Ramaswamy became CEO in early 2024 amid the software maker's refocused AI strategy.

Zacks.com users have recently been watching Snowflake (SNOW) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Snowflake (NYSE:SNOW) granted CEO Sridhar Ramaswamy a large performance-based RSU award tied to multi-year company milestones. The equity grant links a significant portion of the CEO’s potential compensation to long-term company performance and AI related objectives. The award structure is designed to align leadership incentives with shareholder value creation over several years. Snowflake operates in the data cloud market, providing a platform that helps enterprises store, share, and...

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

AI is eating away at software’s superpower: profit-rich recurring revenue. The good news? Companies—and investors—are starting to adapt.

Snowflake's (SNOW) performance stock unit award to Chief Executive Sridhar Ramaswamy is "another inc