Notícias

Chip gear giant ASML resisted last week's AI rout. But investors should also look beyond stocks tied to the artificial intelligence buildout

AI is eating away at software’s superpower: profit-rich recurring revenue. The good news? Companies—and investors—are starting to adapt.

Snowflake's (SNOW) performance stock unit award to Chief Executive Sridhar Ramaswamy is "another inc

With the stock beaten down by fears of AI disruption, one number reveals a surprising foundation of long-term customer commitment that the market seems to be overlooking.

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 three may be narrower than it looks.

Databricks said on Thursday it has signed a term sheet for a strategic ‌funding round that values the data analytics software firm ‌at $188 billion. • The round, which Databricks expects ​to close later this summer, is being led by existing investor Coatue and will include both new and existing investors. • Databricks, one of the world's most valuable privately ‌held companies, earlier this ⁠year completed a fundraising of about $5 billion at a $134 billion valuation.

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 these names actually offers shelter and which carries even more risk.

The average brokerage recommendation (ABR) for Snowflake (SNOW) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

A collaboration with Amazon and a potential breakout are just two of the factors putting Snowflake stock on investors' radar.

Snowflake on Thursday unveiled a compensation package worth up to roughly $448 million for CEO ‌Sridhar Ramaswamy, hinging on the cloud-based data analytics ‌platform's market value almost doubling to $184 billion in seven years. Ramaswamy's award, ​totaling 1 million shares, is structured into five tranches, each with escalating stock price milestones, and is designed to retain him as CEO until September 15, 2030. Snowflake has been benefiting ‌from clients shifting ⁠their workloads to its cloud platform as they invest to develop AI tools.

Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

In the latest trading session, Snowflake Inc. (SNOW) closed at $271.87, marking a -1.47% move from the previous day.

Rogo has integrated Snowflake's managed Model Context Protocol (MCP) server to support on premise AI reasoning over governed data for financial institutions. The collaboration centers on enabling AI workflows on highly sensitive proprietary data while preserving existing privacy, access controls, and governance. The integration aims to reduce the need for custom data pipelines and lower operational friction for regulated institutions. For investors watching Snowflake (NYSE:SNOW), this...

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 price targets ignore.

In a field of software giants, one company delivers the fastest growth by far, but the market makes you pay for every last bit of it.

SNOW is expanding its AI platform and customer base, but Broadcom's faster AI growth, record bookings, and major partnerships make it the stronger buy.

For a stock like Palantir (PLTR), the conversation always seems to begin and end with one thing: growth. With the shares down 8.7% over the last year, it’s clear the market is skeptical that the company can maintain its torrid pace. The stock now trades at just 63% of its 52-week high, suggesting a lot of pessimism is already baked in.

PLTR's Ontology platform is helping deepen enterprise AI adoption by embedding operational workflows beyond standalone AI models.

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 a debt-fueled collapse.

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 them looks like the better bet right now.

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.

Zeta Global (NYSE:ZETA) executives said the company is moving beyond its core marketing technology positioning and toward what they described as an AI infrastructure and business intelligence platform, supported by recently announced partnerships with Palantir, OpenAI and Snowflake. Speaking during

PLTR's U.S. business is expanding at an exceptional pace, making domestic revenue growth one of the company's most important performance indicators.

After a sharp slide, Palantir's stock is testing a price floor that has held strong before, forcing investors to decide if the company's explosive growth is enough to command a fourth defense.

In the closing of the recent trading day, Snowflake Inc. (SNOW) stood at $267.49, denoting a +2.37% move from the preceding trading day.

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 history repeats depends on signals that are only starting to emerge.

Snowflake Inc. (NYSE:SNOW) is one of the AI stocks on Wall Street’s radar. On July 2, Snowflake Inc. (NYSE:SNOW) achieved a significant milestone in its development across Europe with the opening of a new French headquarters in central Paris. The new office is to support the company’s continued growth in France and to equip customers […]

Cognizant Technology Solutions deepens its Google Cloud partnership to accelerate enterprise AI adoption, even as soft demand, competition, and margin pressure weigh on performance.

In late June 2026, Snowflake reported quarterly results that exceeded analyst expectations, highlighted rapid uptake of its AI Data Cloud, and disclosed multiple new partnerships and ecosystem expansions, including collaborations with Marketplacer and Interactive Data and a launch of operations in Chile. At the same time, shareholders approved a proposal to move toward majority voting for director elections while Snowflake’s index reclassification into Russell Midcap benchmarks underscored...

Snowflake has delivered a 54.5% return over the past three years, yet its valuation picture is split. A Discounted Cash Flow (DCF) intrinsic value estimate suggests the stock trades below its calculated worth, while market based multiples point to an expensive profile, and the broader checks also lean toward the pricey side. Over three years, Snowflake has returned 54.5%, which puts a spotlight on whether recent gains already reflect the company’s long term potential. Growing expectations...