Close-up of Databricks logo and UC Berkeley Extension lettering on exterior sign outside office building, San Francisco, California, August 29, 2025. (Photo by Smith Collection/Gado/Getty Images)Gado via Getty ImagesDatabricks recently reached a valuation exceeding $100 billion following its latest funding round, joining the elite group of most-valuable private companies like SpaceX, ByteDance and OpenAI. Everyone wants a piece of this Silicon Valley sizzler, and it comes as no surprise because Databricks s ...

Key Takeaways Snowflake posted 19% customer growth and a 125% net revenue retention rate in fiscal Q2 2026. AMZN's AWS revenue climbed 17.5% year over year to $30.9B, with major enterprise deals fueling demand. Both stocks look overvalued, but AMZN's diversified cloud ecosystem offers a steadier long-term edge. Snowflake (SNOW) and Amazon (AMZN) are major players in the cloud data and analytics space. While Snowflake provides a pure-play cloud data warehousing and analytics platform, Amazon, through its clo ...

Welcome back to Worldwide Exchange. Time for this morning's insider action, tracking notable insider stock moves by company directors and executives outside of pre-planned stock sales. As always, this data comes from Varity data, but it's then confirmed by CNBC's data team against SEC filings.First up is Argan, the CEO of Gemma Power Systems, a subsidiary of the engineering and construction firm selling 5,000 shares for $1.4% million. Three other directors also selling more than $8 million in shares. Argan ...

Core Viewpoint - Snowflake Inc's stock has increased over 49% in 2025, with potential for further growth if the company continues to exceed expectations and raise guidance despite concerns about an AI bubble and competition from Databricks [2] Financial Performance - Snowflake reported product revenue of $1.09 billion for the last quarter, reflecting a 32% year-over-year increase, with remaining performance obligations totaling $6.9 billion [3] - The second quarter revenue reached $1.14 billion, also up 32% year-over-year, surpassing FactSet expectations by $50 million, with adjusted earnings of 35 cents per share, exceeding consensus by eight cents [5] - For the current quarter, Snowflake forecasts revenue in a range with a midpoint of $1.126 billion, which is $60 million higher than consensus estimates [6] Leadership and Strategy - The new CEO, Sridhar Ramaswamy, is credited with reviving growth and driving product innovation, particularly in AI services [9][11] - Snowflake has launched Cortex AI, targeting financial services, which aims to provide AI tools for banks and investment firms [13][14] Competitive Landscape - Snowflake is facing strong competition from Databricks, which has developed multiple industry-specific platforms since 2022 [15] - Despite competition, analysts believe both companies can coexist in their respective markets, with Snowflake expanding into Databricks' territory to capture AI growth [24][25] Analyst Sentiment - Analysts have expressed bullish views on Snowflake, with Evercore ISI raising its price target to $280, citing accelerating revenue growth and operating margin leverage [23] - Morgan Stanley views Snowflake as a leading player in the data modernization theme, emphasizing the importance of data transformation for AI initiatives [26]

Take a Trial Today Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! IBD Videos BREAKING: Tesla Falls Despite Record Q3 Deliveries Snowflake Snowflake SNOW $ 235.14 $4.59 1.99% 110% IBD Stock Analysis Stock clearing short-term highs in emerging flat base SNOW base started forming after earnings gap up Today's move offers early entry Composite Rating 95/99 Industry Group Ranking 95/197 Emerging Pattern Flat Base Flat Base One of ...

Deep-pocketed investors have adopted a bullish approach towards Snowflake (NYSE:SNOW), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in SNOW usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 40 extraordinary options activities for Snowflake ...

UiPath TodayPATHUiPath$12.79 -0.20 (-1.53%) 52-Week Range$9.38▼$15.93P/E Ratio428.43Price Target$13.21Add to WatchlistOn Sept. 30, 2025, shares of UiPath NYSE: PATH rose by over 10%, positioning the company among the top performers in the market. UiPath’s stock price jump was a direct response to a series of groundbreaking partnership announcements made at the company’s FUSION conference, linking UiPath with the biggest names in artificial intelligence (AI): NVIDIA NASDAQ: NVDA, OpenAI, Alphabet NASDAQ: GO ...

Oct 2, 2025 9:30 AM Eastern Daylight Time Securonix Named Data Security Data Cloud Product Partner of the Year by Snowflake Share Recognition Highlights Securonix's Work Accelerating Security Innovation Through Strategic Collaboration with Snowflake, High-Fidelity Telemetry, and Agentic AI PLANO, Texas--(BUSINESS WIRE)--Securonix, Inc., a five-time Leader in the Gartner® Magic Quadrantâ"¢ for SIEM, and leader in autonomous security operations, announced it has been named Data Security Data Cloud Product Par ...

Snowflake (NYSE:SNOW) introduced Snowflake Cortex AI for Financial Services that allows financial companies to unify their data ecosystem and securely deploy AI models, apps, and agents with that data. In addition, Snowflake announced a new managed Model Context Protocol, or MCP, Server (now ...

No-Headquarters/BOZEMAN, Mont.--(BUSINESS WIRE)--Snowflake (NYSE: SNOW), the AI Data Cloud company, today announced Snowflake Cortex AI for Financial Services, a comprehensive suite of AI capabilities and partnerships that empower financial services companies to unify their financial data ecosystem and securely deploy AI models, apps, and agents with that data — while offering rigorous security and compliance controls required in regulated industries. Snowflake also announced a new managed Mode. ...