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Snowflake (SNOW) AI Push Puts Its Pricey Narrative Back In Focus
Simply Wall St.31d agoneutral
Snowflake (SNOW) AI Push Puts Its Pricey Narrative Back In Focus

Snowflake (SNOW) has rolled out dynamic model routing across its Cortex AI Gateway and flagship AI tools, tying Snowflake stock more closely to how enterprises manage AI workloads, costs and governance on its data platform. See our latest analysis for Snowflake. Snowflake’s latest AI features arrive after a powerful run, with a 30-day share price return of 24.14% and a 90-day share price return of 87.38%, along with a 1-year total shareholder return of 70.94%, which signals strong...

Brad Gerstner and Cathie Wood Like Snowflake (SNOW) and Robinhood (HOOD)
Insider Monkey31d agoneutral
Brad Gerstner and Cathie Wood Like Snowflake (SNOW) and Robinhood (HOOD)

Brad Gerstner of Altimeter Capital is known for his AI tech investing, while Cathie Wood is known for her aggressive growth investing across different sectors. The latest 13F filings for the second quarter show that there are two stocks common in their portfolios: Snowflake (NYSE:SNOW) and Robinhood (NASDAQ:HOOD). Gerstner holds a large stake of 1.9 […]

Snowflake (SNOW) Stock: AI Growth Is Real, But Is the Valuation Already Priced In?
Insider Monkey33d agoneutral
Snowflake (SNOW) Stock: AI Growth Is Real, But Is the Valuation Already Priced In?

Snowflake (NYSE:SNOW) is heading into its September 2 earnings report with a strong growth narrative. Prior to earnings, on August 20, TD Cowen raised its price target on the stock to $370 from $300 while maintaining a Buy rating. The firm is not alone, Deutsche Bank, Truist, Bofa, and UBS have all raised their targets […]

Nebius Drops 4%, Cloudflare Falls 3%, Snowflake Slips: Are Financing Concerns Sinking AI-Cloud Stocks?
24/7 Wall St.35d agobearish
Nebius Drops 4%, Cloudflare Falls 3%, Snowflake Slips: Are Financing Concerns Sinking AI-Cloud Stocks?

Today’s selling in AI cloud is concentrated in the names that ran furthest into the summer, with a fresh financing from one issuer doing most of the damage. Nebius Group (NASDAQ:NBIS) stock is down 4% to $214.80 midday Thursday after pricing a $5 billion convertible note offering overnight. Cloudflare (NYSE:NET) stock is down 3% to ... Nebius Drops 4%, Cloudflare Falls 3%, Snowflake Slips: Are Financing Concerns Sinking AI-Cloud Stocks?

Snowflake (SNOW) Unveils AI Model Routing To Cut Enterprise Cost And Lock In Flexibility
Simply Wall St.36d agoneutral
Snowflake (SNOW) Unveils AI Model Routing To Cut Enterprise Cost And Lock In Flexibility

Snowflake (NYSE:SNOW) introduced dynamic model routing in its Cortex AI Gateway, allowing enterprises to select between multiple AI models for different tasks. The feature is designed to balance task complexity, governance needs, and cost when choosing models for production AI workloads. Customers can reduce reliance on any single AI provider by routing queries across different underlying models within Snowflake's platform. The update positions Snowflake as both a data platform and an AI...

2 High-Flying Stocks to Target This Week and 1 We Question
StockStory36d agoneutral
2 High-Flying Stocks to Target This Week and 1 We Question

Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.

Snowflake's AI-driven data momentum justifies Buy rating: UBS
Proactive37d agobullish
Snowflake's AI-driven data momentum justifies Buy rating: UBS

UBS is telling clients that artificial intelligence is translating into real, growing spend on Snowflake, and the bank remains Buy-rated on the stock heading into its fiscal second-quarter results on September 2. The bank's analysts spoke with seven enterprise partners and customers to gauge...

Snowflake's Plan to Cut AI Costs
Bloomberg37d agoneutralVIDEO
Snowflake's Plan to Cut AI Costs

Snowflake CEO Sridhar Ramaswamy joins Bloomberg Open Interest in an exclusive interview to explain why the next phase of enterprise AI is about economics, not simply using the biggest model available. He breaks down how model routing can cut AI costs, why relying on a single model creates risk, and how AI agents could shift workers from repetitive tasks toward higher-value jobs.

Snowflake’s 172% Melt‑Up Has Bulls Saying Agentic AI Could Extend the Run
24/7 Wall St.37d agoneutral
Snowflake’s 172% Melt‑Up Has Bulls Saying Agentic AI Could Extend the Run

Snowflake has surged over 170% since April, and Wall Street bulls are just now starting to reprice what agentic AI could mean for the company's consumption growth. Whether this rally is the beginning of a much larger breakout or a well-deserved rest stop depends on one critical question investors haven't fully answered yet.

2 Surging  Stocks for Long-Term Investors and 1 Facing Headwinds
StockStory37d agoneutral
2 Surging Stocks for Long-Term Investors and 1 Facing Headwinds

The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.