Palantir just posted the kind of revenue growth that makes software investors stop mid-scroll, yet the stock sits 8% below its all-time high with insiders selling and a valuation that has skeptics…
Snowflake just delivered the kind of earnings report that can permanently reset expectations for a growth stock, and now investors face a harder question about what comes next after a single-day surge…
Snowflake just posted the kind of AI growth numbers that send stocks soaring, but a quiet revision buried in management's guidance reveals a cost problem that could haunt the bull case for…
Rich Duprey Snowflake entered its Q2 report down more than 4% on the day, riding a five-quarter beat streak and a 40% year-to-date rally, with options traders pricing in a massive swing and history…
Thomas Richmond Software's biggest winners are selling off hard today while the broader tech index barely flinches, and the disconnect between those two moves reveals something traders need to understand before Snowflake's report hits…
HPE and Snowflake report earnings the same night, forcing a direct choice between two very different bets on enterprise tech. For retirement-focused investors, the gap between these two stocks runs much deeper…
Wall Street has a consensus target for Palantir, and we think analysts are leaving real money on the table. Here is what the sovereign AI trade reveals that the Street's models keep…
One metric separates Palantir from every other enterprise software company at scale, and understanding it changes how you think about buying the dips that keep rattling nervous shareholders.
Palantir just delivered one of the most explosive earnings reports in enterprise tech history, and September options positioning suggests traders are bracing for another major move. The question is whether the fundamentals…
MongoDB stock has surged over 32% in the past month, but with a September 1 earnings report looming and a key leadership vacancy still unfilled, the question is whether Atlas momentum and…
Snowflake reports September 2 with shares near all-time highs and a beat already baked into the price, so the real question is whether AI agent activity on its platform reflects paid production…
Palantir and Snowflake just reported quarters that force a real choice between two competing visions of how agentic AI reaches enterprise workflows, and the numbers reveal something surprising about which model actually…
A single overnight financing just sent ripples across the entire AI cloud sector, and the names that ran hardest this summer are now paying the steepest price for it.
Palantir just delivered the kind of quarter that silences critics, but with a valuation that makes even bulls nervous, the real debate is whether the growth story can actually justify what the…
Lee Ainslie just torched Maverick Capital's playbook, dumping chip giants to pour hundreds of millions into five names that look nothing like his fund's typical bets, and one of them involves derivatives…
