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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 reaching for antacids. Whether that tension resolves as a buying opportunity or a warning sign depends on one number.
Five surging stocks that are seeing high options volume today
Snowflake (SNOW) delivered strong fiscal Q2 results, with product revenue growth accelerating as the

The cloud-based data storage and analysis specialist got a lift from artificial intelligence (AI), delivering accelerating growth and a classic "beat and raise."
One software rally still looks attractive, another far less so
All three major US stock indexes were up in late-morning trading Thursday, while the rise in Treasur
Snowflake (SNOW) delivered solid fiscal Q2 results with the company's Product revenue growth increas

Salesforce Elastic and Okta have all enjoyed 20+% gains after earnings recently. Oracle’s spending and its debt pile are two major areas of concern that weighed down the shares. The analysts, led by Brent Thill, are optimistic despite reducing their price target to $290 from $320 in a note earlier this week.

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 leaves almost no room for error.
Michael Burry Takes Profits in Veeva. But He Has a Stark Warning for Snowflake

Snowflake raises fiscal 2027 product revenue guidance as AI adoption, core-platform consumption and customer growth accelerate.
This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) still likes Veeva Systems Inc. (VEEV, Financials) as a software play even after he just decreased his position in Big Short investor Michael Burry (Trades, Portfolio)'s portfolio.
Datadog shares have been under pressure in the last month

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 quarters to come.
Snowflake’s 22% after-hours stock surge following its Q2 FY2027 earnings is less about a standard quarterly beat and more about the company successfully tethering its revenue model to the rise of autonomous software. By embedding AI agents directly into its consumption-based infrastructure, Snowflake has turned the abstract promise of the agentic enterprise into a measurable, […]
Snowflake stock surged on Thursday following a blowout quarter for the company.

Ahead of the bell US stock futures are pointing to a relatively quiet open Thursday as investors look for some stability after a rough start to September and Wall Street snapped its recent losing streak. Futures on the Dow Jones Industrial Average were up around 0.2%, while S&P 500...

Datadog (NASDAQ:DDOG) shares rose 5. 7% in premarket trading following quarterly results from cloud data platform company Snowflake (NYSE:SNOW), which reported revenue and adjusted earnings above analyst expectations after Wednesday’s market close.
Product revenue grew 37% as the CoCo coding agent added more than 2,000 accounts
Snowflake Stock Soars on Earnings Beat: AI Growth Takes Center Stage

The cloud data company raised its full-year product revenue guidance to $6.07 billion, up from a prior forecast of $5.84 billion

Snowflake (SNOW) shares jumped early Thursday as the cloud-based data platform lifted its full-year




