Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
GitLab serves over half of the Fortune 100, while Snowflake boasts $1.1 billion in free cash flow, yet their risk profiles and valuations diverge sharply.
For anyone holding Palantir (PLTR) stock, the numbers can feel like a paradox. The company just posted 85% year-over-year revenue growth, yet the stock has been under pressure, falling 25% over the past 12 months. Rather than a sign that the market is blind, this indicates investors are grappling with a single, difficult question: can Palantir’s specialized, high-intensity model actually scale to meet the opportunity it has created.
Snowflake (SNOW) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Recently, Zacks.com users have been paying close attention to Snowflake (SNOW). This makes it worthwhile to examine what the stock has in store.
Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 9 at Pax8 Beyond 2026 in Salt Lake City with Craig Foster, Chief Financial Officer at Pax8. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed how the small and medium businesses technology market has grown larger than […] The post Tech’s Multi-Trillion-Dollar Opportunity: Pax8 CFO Craig Foster, Live from Pax8 Beyond 2026 appeared first on ExecEdge.
ORCL's record $638B backlog and AI cloud demand are boosting long-term revenue visibility as cloud infrastructure revenues surge.
Snowflake (NYSE:SNOW) has been one of 2026’s most violent round trips, plunging to $144.48 in April before ripping back above $230. The question on every shareholder’s mind is whether the AI data cloud narrative can carry shares to $300 this year. Our model says the path is real, but not quite there in 12 months. ... Will Snowflake Reach $300 This Year?
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned -10.6% in Q1 2026, significantly lagging the S&P 500’s -4.3% returns. The letter noted the quarter as the worst for equities since 2022, with strong corporate earnings being […]
In June 2026, Snowflake Inc. held its annual general meeting and urged shareholders to vote against a proposal for majority voting in director elections, while clients such as Marketplacer, Unlimitail, and EDO expanded their use of Snowflake’s AI Data Cloud for marketplaces, retail media, and convergent TV analytics. These developments highlight how Snowflake’s AI-centered ecosystem is becoming more embedded in real-world data workloads, even as governance questions around board elections...
If you are wondering whether Snowflake stock is still priced for perfection or starting to look interesting on value, the recent numbers give you plenty to think about. The share price last closed at US$226.59, with returns of 31.6% over the past 30 days, 4.6% year to date, and 6.0% over the last year, while the past week has seen a 5.9% decline. Recent coverage has focused on Snowflake's role in data and cloud software, as investors weigh how this positioning fits into long term adoption...
Snowflake expanded its collaboration with Marketplacer Pty Ltd to bring AI-driven automation and unified marketplace intelligence to enterprise marketplaces. The company highlighted broader industry recognition for Snowflake ecosystem partners that focus on AI-powered marketing, identity, and privacy solutions. These developments position Snowflake's data platform and partner network more firmly at the center of enterprise AI and commerce infrastructure discussions. Snowflake (NYSE:SNOW) is...
GOOGL benefits from surging AI infrastructure demand as Google Cloud tops $20B in quarterly revenues, and enterprise AI adoption drives a growing backlog.
BioNeMo Agent Toolkit launches with more than 50 adopters including Anthropic, OpenAI, Eli Lilly
Cognizant deepens AI partnerships and sees strong bookings growth, but macro uncertainty and soft demand cloud its near-term outlook.
Could INOD's faster expected growth, expanding AI relationships and lower valuation give it the edge over SNOW?
PLTR's U.S. revenue more than doubled in Q1 2026, highlighting accelerating demand across government and commercial markets.
Snowflake Inc. (NYSE:SNOW) is one of the best AI software stocks to buy according to hedge funds. Truist lifted the price target on Snowflake Inc. (NYSE:SNOW) to $300 from $275 on June 4 and reiterated a Buy rating on the shares, telling investors in a research note that following discussions at the Snowflake Summit 2026, customer […]
Cathie Wood Snaps Up $35 Million in Snowflake, Slashes Roku Stake
Snowflake Ventures has invested in Jedify to advance enterprise AI semantics and support Snowflake's Open Semantic Interchange ecosystem. AcuityMD has launched its Encounters Data Mart on Snowflake Marketplace, making MedTech procedure data available directly within Snowflake. These moves highlight Snowflake's push to be a core platform for AI driven and industry specific data workflows. Snowflake (NYSE:SNOW) is drawing attention as it extends further into AI centric data infrastructure...
ARK shifts exposure toward growth and cloud
Snowflake stock performance and recent context Snowflake (SNOW) has attracted fresh attention as investors reassess the cloud data platform’s recent share performance, business scale and financial profile, including revenue of US$5,032.8 million alongside a reported net loss of US$1,197.1 million. For readers tracking Snowflake stock, short term returns have been mixed, with the share price down 1% over the past day and down about 3% over the past week, while the stock is up around 37% over...
Palantir Technologies (PLTR) stock trades at $130.63 per share, a market cap of $312.7B, and 137.1x trailing P/E. That is a meaningful premium. The question is not whether the stock is "cheap" or "expensive" in the abstract. It is what the market is implicitly assuming about the business in order to justify paying this price.
SNOW benefits from strong AI adoption and customer growth, but GOOGL may hold the edge as Google Cloud and earnings momentum accelerate.
PLTR's AI platform is driving rapid U.S. commercial growth, with rising revenue, customer additions, and larger contract wins.
Snowflake Inc. (NYSE:SNOW) is one of the 8 Best Generative AI Software Stocks to Buy in June 2026. On June 12, Snowflake Ventures, the company’s corporate venture arm, announced that it is investing in Jedify, an autonomous context graph for data-intensive agentic applications and workflows. The venture company said the investment in Jedify aims to […]
Beyond the impressive sales figures, one number in Datadog's filings offers a clearer view of its future growth and a surprising answer to the biggest risk.