SNOW

Palantir Technologies Inc. (NASDAQ:PLTR) and Snowflake Inc. (NYSE:SNOW) are two of the most expensive ways to bet on enterprise AI. Palantir trades near 45 times forward sales and roughly 130 times free cash flow, while Snowflake trades around 16 times forward sales and about 99 times free cash flow. Neither stock gives investors much room […]

Yahoo · 1d ago

Palantir's latest quarter left analysts scrambling to justify a valuation that looks either wildly overpriced or strangely reasonable depending on one number that keeps accelerating beyond every model built to contain it.

Yahoo · 2d ago

On August 31, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) announced a major collaboration with Snowflake Inc. (NYSE:SNOW) to bring its AI-native Falcon platform to the Snowflake Marketplace. Under the agreement, joint enterprise customers can apply pre-committed Snowflake capacity toward Falcon subscriptions via Snowflake’s Marketplace Capacity Drawdown (MCD) program. Beyond simplified procurement, the partnership establishes deep data interoperability: […]

Yahoo · 2d ago

Palantir is posting revenue growth that most software companies only dream about, while somehow staying GAAP-profitable, but the valuation number sitting above it all raises a question that every serious investor needs to answer before buying.

Yahoo · 3d ago

Palantir Technologies (PLTR) stock has climbed 10.0% over the last five trading days, while the S&P 500 rose 2.0%. A run like that invites you to chase it. But one week is not the question. The question is what Palantir does to your money when the market moves, because it travels further than the index both ways and further still on the way down.

Yahoo · 3d ago

Oracle is selling off hard while the cloud sector barely flinches, and its own AI infrastructure rivals are sitting nearly flat. Something specific is hitting this stock, and the capital math behind Oracle's record growth tells a complicated story.

Yahoo · 3d ago

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here. The Tributary Multi Cap Core’s equity allocation underperformed in Q2, returning +12.5% against +15.3% for the S&P 1500 and +15.4% for the Russell 3000. Information Technology was the main driver of […]

Yahoo · 3d ago