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.
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 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…
Three companies are compounding revenue at rates that dwarf the broader tech market in 2026, yet each carries a specific risk that could unravel the trade fast. The July window for all…
Oracle has shed a third of its value in weeks, and the obvious alternatives are moving in opposite directions. Before rotating into Cloudflare, CoreWeave, or Snowflake, investors need to understand which of…
Palantir has cratered while AMD has gone parabolic, yet our model hands both the same rating and confidence score. The reasoning behind that call reveals a tension in AI investing that most…
Oracle just broke through a key technical floor while S&P Global questions whether its massive AI bet will swallow the company whole. What happens next could separate a generational buying opportunity from…
Palantir and Snowflake both crushed earnings this spring, but the market punished one and rewarded the other in dramatic fashion. Their AI strategies point in completely opposite directions, and only one of…
Satya Nadella just argued that every enterprise adopting AI is quietly giving away its most valuable secrets, and he named the specific companies built to stop that from happening.
Starboard Value just secured two board seats at Dynatrace and a billion-dollar buyback authorization, moves that echo its Splunk campaign almost exactly before Cisco swooped in with a $28 billion offer. Whether…
Shares of Cloudflare (NYSE:NET | NET Price Prediction) are up 9% in midday trading to about $269 after Scotiabank upgraded the stock and raised its price target. The move puts Cloudflare shares…
Snowflake’s title bet references an $80 billion data opportunity, but the number in the Q1 FY27 filing that actually validates the thesis is the size of the contracted backlog. That contracted figure…
Chris MacDonald The iShares Expanded Tech-Software Sector ETF (BATS:IGV) is down 10.5% year to date while the S&P 500 is up 10.8% and the Technology Select Sector SPDR is up 26%. That gap reflects…
Snowflake has quietly become one of the loudest AI-software rebounds of the year. Shares changed hands at $260 on Wednesday, up ~54% from the $169 close on February 25, when the Q4…
Snowflake (NYSE: SNOW | SNOW Price Prediction) and MongoDB (NASDAQ: MDB) both delivered Q1 FY2027 results in late May that beat expectations and raised guidance. Snowflake leaned on its proprietary AI Data…
