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Clear Street Managing Director Owen Lau compares Databricks to Android as an open-source alternative to Snowflake, while outlining the margin pressures and ROI debates surrounding its serverless AI model following a $190 billion valuation.
When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.
Snowflake Gets Major RBC Vote of Confidence as Software Sentiment Rebounds
Snowflake (NYSE:SNOW) added OptionMetrics data to its private cloud marketplace, giving users direct access to options datasets across multiple regions. The integration includes historical and intraday options data for the US, Europe, Asia, and Canada, aimed at institutional and quantitative users. This move expands Snowflake's role as a data hub for investment research, trading, and risk management workflows. For readers looking to explore more companies building the data and compute...
Oppenheimer raised its SNOW price target to $400 as stronger customer consumption and growing CoCo adoption point to faster AI-driven growth.
Private software giant Databricks is now worth $190 billion thanks to a new funding round. The valuation jump is good news for early backers of the Snowflake (NYSE:SNOW) competitor, which includes Nancy Pelosi, NVIDIA Corporation (NASDAQ:NVDA) and Cathie Wood. Early...
Networking equipment and software provider Arista Networks, Inc. (NYSE:ANET) is one of Cramer’s favorite stocks. In fact, as far back as February 2025, the CNBC TV host remarked that going against Arista Networks, Inc. (NYSE:ANET) and its CEO meant an “invitation to your funeral.” The shares are up by 49% over the past year and […]
The round was led by Coatue and included Blackstone, MGX, accounts advised by T. Rowe Price Associates, and new investor Sixth Street Growth, according to Databricks’ newsroom. Returning backers such as Andreessen Horowitz, Thrive Capital, Goldman Sachs Alternatives, and Temasek also participated.
Databricks Inc. has secured $5 billion in funding at a valuation of $190 billion, the second round of financing this year for a fast-growing software firm that competes with Snowflake Inc. and Alphabet Inc.
The rallies show that investors still prefer companies with strong AI demand or successful business strategies.
One AI tool is becoming a bigger growth catalyst
With Wall Street expecting more upside for Snowflake, investors may want to mark Sept. 2 on their calendars for the company’s next earnings report.
Palantir just delivered a quarter that broke every model, and even skeptics are struggling to explain away what the numbers show. Here is why the stock may have further to run than almost anyone predicted.
Driven by explosive growth in non-traditional segments like AI compute hardware and Starlink, SpaceX is laying the groundwork for unprecedented scale.
In late July and early August 2026, Alteryx, Aembit, and 1Password announced new integrations with Snowflake’s AI Data Cloud and security ecosystem, while Snowflake launched Cortex AI Gateway to help enterprises govern, secure, and orchestrate both first- and third-party AI agents at scale. Together, these moves deepen Snowflake’s AI partner ecosystem and reinforce its focus on cost-aware, tightly governed AI and agentic workflows directly on its platform. Now, we’ll examine how Snowflake’s...
The latest trading day saw Snowflake Inc. (SNOW) settling at $334.7, representing a +1.27% change from its previous close.
Snowflake stock has delivered a 116.2% return over the past three years, yet the valuation picture is split because an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach suggests the shares trade below that estimate, while market based multiples point to a richer price and the broader checks lean expensive. Over the past three years Snowflake has returned 116.2%, which puts extra focus on whether today’s price still leaves room relative to intrinsic value...
Why Snowflake Stock Just Hit a Fresh High Snowflake (SNOW) just climbed to a new annual high after the company agreed to a multiyear, US$6 billion commitment with Amazon Web Services to support enterprise AI adoption, and reported strong interest in its AI tools ahead of Q2 results. See our latest analysis for Snowflake. The recent AWS deal and a string of AI focused launches and integrations, including Cortex AI Gateway and new security and analytics partnerships announced in late July and...
Snowflake (NYSE:SNOW) added Alteryx One to Snowflake Marketplace, giving joint customers a no-code way to work with AI-ready enterprise data within the Snowflake AI Data Cloud. The integration allows business teams and IT to run analysis, workflows, and automation directly inside Snowflake through Alteryx One. The move extends Snowflake's partner ecosystem and aims to support secure, governed, and scalable analytics and AI deployment for enterprise users. Snowflake is only one example of...
Software is eating the world, and virtually no business is left untouched by it. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 30.3% over the past six months, outpacing the S&P 500’s 10.9% rise.
Cloudflare, Airbnb, and Snowflake stocks closed at annual highs on Friday amid strong quarterly results, Wall Street optimism, and growing demand for their products.
Zeta Global (NYSE:ZETA) reported second-quarter 2026 revenue of $443 million, up 44% from a year earlier, or 28% excluding revenue from mergers and acquisitions. The company said the result marked its 20th consecutive quarter of beating and raising its outlook. Adjusted EBITDA rose 56% year over ye
Teradata (NYSE:TDC) reported second-quarter results marked by growth in recurring revenue, expanded operating margins and higher free cash flow, while reaffirming its full-year outlook for total annual recurring revenue, total revenue and recurring revenue. The company raised its full-year non-GAAP
Post-earnings momentum accelerated today as analyst enthusiasm fueled a 10% rally, signaling investor confidence in commercial AI demand, today, Aug. 7, 2026.
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