Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Today Meetings: G20 finance ministers and central-bank governors meeting Economic data: Texas manufacturing outlook survey, agricultural prices, portfolio holdings of foreign securities, preliminary results Tomorrow Executive Moves: John Ternus succeeds Tim Cook as Apple’s CEO Fed speaker: Fed governor Michael Barr, 9:05 a.
Markets reacted sharply to Fed Chair Kevin Warsh's hawkish Jackson Hole comments suggesting potential future interest rate hikes.
Despite Snowflake's 50% YTD rally and bullish analyst ratings, short interest near record highs reflects concerns over GAAP losses and dilution from stock-based compensation.
Earlier this month, Snowflake announced new dynamic model routing within its Cortex AI Gateway and flagship AI tools, plus broader access to leading open models like DeepSeek-V4-Flash 0731 and GLM-5.3 to help enterprises balance model quality, cost, and governance. By automatically steering simpler workloads to cheaper models and reserving frontier models for complex tasks, Snowflake is positioning Cortex AI as a cost-optimization and control layer for enterprise AI usage across its platform...
Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%
Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%
PLTR's Rule of 40 surges to 155% as revenue growth hits 93% and adjusted operating margin reaches 62%, highlighting AI-driven execution.
Snowflake stock has delivered a 3 year gain of 109.8%, yet current valuation checks suggest the shares trade at a premium to what the intrinsic value estimate implies. With both the Discounted Cash Flow (DCF) intrinsic value and market multiples pointing to an overvalued profile, investors are weighing strong recent momentum against a low value score. Snowflake’s 109.8% return over the past 3 years signals that expectations embedded in the share price have already moved a long way. New AI...
Wall Street has a consensus target for Palantir, and we think analysts are leaving real money on the table. Here is what the sovereign AI trade reveals that the Street's models keep missing.
Beyond analysts' top-and-bottom-line estimates for Snowflake (SNOW), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended July 2026.
A number of stocks jumped in the afternoon session after quarterly earnings and upbeat corporate commentary signaled that artificial intelligence is driving growth across enterprise software rather than threatening legacy business models.
Eric Criscuolo, Market Strategist at the NYSE, recaps a week driven by three highly anticipated catalysts — PCE, Nvidia earnings, and Jackson Hole — following a quiet, range-bound start as markets awaited the key events. A breakthrough in Iran-Strait of Hormuz negotiations pulled oil sharply lower mid-week, lifting tech and setting a constructive tone heading into earnings. Nvidia delivered another blowout quarter with 75% revenue growth guidance for fiscal 2028, while Salesforce surged over 20% and helped the broader software group shake off AI disruption fears. Looking ahead, Fed Chair Warsh's Jackson Hole speech and next week's jobs report, ISM data, and earnings from Broadcom, Dell, and Snowflake will set the tone as summer unofficially comes to a close.
One metric separates Palantir from every other enterprise software company at scale, and understanding it changes how you think about buying the dips that keep rattling nervous shareholders.
Snowflake's product revenues jump 34% to $1.33B as AI adoption and customer growth drive a higher fiscal 2027 revenue outlook.
The customers, the contracts, and the expansion rate behind Palantir's run were all on the record before the price moved, and the options market had stopped bracing for a big move.
Options imply a 12% move, but history suggests it could be much bigger.
Nvidia (NVDA) delivered earnings and revenue surprises of +6.22% and +4.82%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
Palantir just delivered one of the most explosive earnings reports in enterprise tech history, and September options positioning suggests traders are bracing for another major move. The question is whether the fundamentals justify what happens next.
NVIDIA, MongoDB, Snowflake, Okta and AeroVironment show bullish setups ahead of Q4, backed by strong earnings, rising analyst price targets, and AI-driven growth catalysts.
MongoDB stock has surged over 32% in the past month, but with a September 1 earnings report looming and a key leadership vacancy still unfilled, the question is whether Atlas momentum and AI positioning are enough to close the gap to analysts' targets.
Snowflake (NYSE:SNOW) CEO Sridhar Ramaswamy said enterprise AI is shifting attention away from model benchmarks and toward the quality, governance and business context of the underlying data. Speaking at The Six Five Summit 2026, Ramaswamy argued that rapid improvements in AI-assisted software deve
Snowflake reports September 2 with shares near all-time highs and a beat already baked into the price, so the real question is whether AI agent activity on its platform reflects paid production workloads or just well-funded experiments that could quietly disappear.
These five software stocks turned the "AI kills SaaS" panic into their biggest tailwinds — and Wall Street thinks there's more growth ahead.
The past six months have been a windfall for Snowflake’s shareholders. The company’s stock price has jumped 91%, hitting $323.27 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
