Notícias

There are massive opportunities with Snowflake and Datadog, the Wedbush analyst says.

Snowflake’s first quarter results were met with a significant positive market reaction, driven by accelerated product adoption and strong customer momentum. Management attributed this outperformance to rapid uptake of Snowflake’s new AI-native products, including Snowflake Intelligence and Cortex Code (CoCo), which saw the fastest adoption rates in company history. CEO Sridhar Ramaswamy highlighted that these agentic products not only created new revenue streams but also fueled increased consump

Shy Balore explains the "Lifeboat Effect" in the software market, where investment is shifting from traditional SaaS companies to the agentic AI stack. He details how AI agents are repricing legacy software and driving growth in orchestration, security, connectivity, and data layers. The discussion includes specific companies like Palantir, Salesforce, CrowdStrike, Zscaler, Cloudflare, Snowflake, and MongoDB.

SoundHound AI (SOUN) has been in focus after Snowflake’s stronger than expected earnings lifted sentiment toward AI software stocks, while investors also weigh SoundHound’s rapid revenue growth and its pending acquisition of LivePerson. See our latest analysis for SoundHound AI. At a share price of $9.25, SoundHound AI has seen a 13.22% 7 day share price return and an 8.70% 90 day share price return. The 3 year total shareholder return of 243.87% contrasts with weaker year to date and 1 year...

HubSpot was one of the biggest SaaS casualties of the past year, but it could soon become one of the biggest comeback stories too.

PLTR's surging profitability, AI infrastructure positioning, and strong customer expansion continue fueling bullish momentum.

Snowflake's AI push gains traction with AWS and Anthropic partnerships, rapid customer growth and record AI product adoption as revenue outlook stays strong.

Snowflake looks to keep its momentum going in the AI era.

Snowflake (SNOW) CEO Sridhar Ramaswamy sits down with Yahoo Finance Executive Editor Brian Sozzi to explain how the software company has leveraged artificial intelligence (AI) to avoid the SaaSpocalypse and come out ahead amid the AI boom.

Snowflake (SNOW) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Palantir stock surged as investors bet on rising U.S. drone spending, expanding defense AI adoption, and growing institutional demand

Atlassian, Datadog, Docusign, Intuit and Snowflake have been highlighted in this Investment Ideas article.

A number of stocks jumped in the afternoon session after software stocks extended their rally, carrying momentum from one of the sharpest sector reversals of 2026.

A number of stocks jumped in the afternoon session after software stocks extended their rally, carrying momentum from one of the sharpest sector reversals of 2026.

Shares of creative software giant Adobe (NASDAQ:ADBE) jumped 5.8% in the afternoon session after software stocks extended their rally, carrying momentum from one of the sharpest sector reversals of 2026.

A number of stocks jumped in the afternoon session after software stocks extended their rally, carrying momentum from one of the sharpest sector reversals of 2026.

A number of stocks jumped in the afternoon session after software stocks extended their rally, carrying momentum from one of the sharpest sector reversals of 2026.

A number of stocks jumped in the afternoon session after software stocks extended their rally, carrying momentum from one of the sharpest sector reversals of 2026.

A number of stocks jumped in the afternoon session after software stocks extended their rally, carrying momentum from one of the sharpest sector reversals of 2026.

Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 9.4% in the afternoon session after it continued to rally extending double digit gains from the previous session, which was driven by two forces: Snowflake's blowout Q1 results showing enterprise AI adoption is accelerating rather than disrupting software demand, and Dell's confirmation that enterprises are committing to full-stack AI infrastructure at a scale nobody had modelled.

Shares of cloud data platform provider Snowflake (NYSE:SNOW) jumped 10% in the afternoon session after the company continued to rally on strong first-quarter results and received a price target upgrade from Wedbush Securities, fueled by optimism around artificial intelligence demand.

Shares of database platform company MongoDB (NASDAQ:MDB) jumped 17.9% in the afternoon session after it continued the rally that started with its own earnings beat on May 28 and sustained by the broader software sector rotation.

Software stocks soared on Monday as investors grow increasingly confident that artificial intelligence will serve as a powerful growth catalyst rather than an existential threat to the industry's business models.

Snowflake Inc. (NYSE:SNOW) was among the stocks Jim Cramer was focused on, as he discussed Mad Money’s latest game plan for the week. Cramer discussed the company’s upcoming analyst day, as he commented: The next day, we’ve got some market-moving tech news. We know after speaking to Sridhar Ramaswamy, the CEO of Snowflake, earlier this […]

Snowflake Inc. (NYSE:SNOW) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. Cramer noted the company’s AI journey, as he remarked: Let’s dive into how Snowflake dazzled so brightly just all session. How did it do it? […]

Palantir Technologies Inc. (NASDAQ:PLTR) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. When a caller inquired about the stock, Cramer said: Okay, right now, other companies are shining so brightly that they’re taking away the sheen […]

Strong earnings and better AI adoption trends helped lift software stocks.

Snowflake Inc. (NYSE:SNOW), with significant hedge fund interest, ranks among the 10 best SaaS stocks to buy according to hedge funds. As of Q1 2026, 80 hedge funds held bullish positions in the stock, representing $2.91 billion in aggregate value. Fresh analyst support came for Snowflake Inc. (NYSE:SNOW) following its fiscal Q1 2027 results. On […]

Software stocks finally seem to have found some footing.

Palantir stock rose Monday, eyeing an early buy point, as software names again rallied, boosted by financial results at Snowflake and Dell.