Tag: Snowflake Inc
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Caution warranted on this red hot AI cloud data stock that’s now ‘priced for perfection,’ says Todd Gordon
Datadog runs the control room for modern software: it pulls data from a company’s servers, apps and cloud services into one place.
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A crowded tech trade is starting to unwind. Charts suggest two stocks to play the move
The most one-sided trade in tech — long chips, short software — is likely starting to unwind. These two software stocks might be worth buying, Todd Gordon says.
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Bank of America’s third-quarter top picks include this streaming stock with 40% upside
The firm’s top picks for the third quarter include Visa, Walmart and Spotify.
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Where you want to invest in tech for the second half, according to one top analyst
Frontier models need access to increasing volumes of maneuverable data. Software companies that can supply it will be crucial in the entire ecosystem.
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What’s wrong with Palantir? How investors see the stock
Concern about the penetration of artificial intelligence into the data layer are weighing on the stock.
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Five top tech stocks with major upside, Bank of America says
Bank of America reveals its top tech stocks heading into the second half.
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Databricks sales growth tops 80%, but margin are shrinking from swarm of AI agents
Databricks is seeing higher growth as AI agents assist with data analysis, but all that activity is significantly increasing costs.
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Why we’re not discouraged by CrowdStrike and Broadcom selling. Context is everything
They ran hot into their prints, and “solid” was not nearly good enough to meet the lofty expectations.
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