Group 1 - Snowflake will present at the Morgan Stanley Technology, Media & Telecom Conference on March 3rd at 4:05 PM PT [1] - The event will be accessible via a webcast on the investor relations section of Snowflake's website and archived for 30 days [1] Group 2 - Snowflake is positioned as a platform for the AI era, enabling enterprises to innovate faster and derive more value from data [2] - The company serves over 12,600 customers globally, including many of the world's largest companies, utilizing its AI Data Cloud for data, applications, and AI [2] - Snowflake's offerings are designed to make data and AI transformative for all users [2]

No-Headquarters/BOZEMAN, Mont.--(BUSINESS WIRE)--Snowflake (NYSE: SNOW), the AI Data Cloud company, today announced it will release its financial results for the fourth quarter and full year of fiscal year 2026, which ended January 31, 2026, following the close of the U.S. markets on Wednesday, February 25, 2026. Snowflake will host a conference call to discuss the financial results. Conference Call Details An audio replay of the conference call and webcast will be available two hours after its completion a ...

No-Headquarters/BOZEMAN, Mont.--(BUSINESS WIRE)--Snowflake (NYSE: SNOW), the AI Data Cloud company, today announced a new collaboration with OpenAI that enables global enterprises to unlock greater value from their proprietary data with AI. This multi-year, $200 million partnership agreement cements Snowflake and OpenAI's commitment to co-innovation and joint go-to-market (GTM) strategies aimed at deploying AI agents across global enterprises. Snowflake and OpenAI will work closely together to develop and d ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are significant, with data centers consuming as much energy as small cities, leading to concerns about power grid capacity and rising electricity prices [2][3] Investment Opportunity - A specific company is highlighted as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing energy demands of AI [3][7] - This company is not a chipmaker or cloud platform but is positioned as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend driven by tariffs [5][6] Financial Position - The company is noted for being debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened by debt [8][10] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without the associated premium costs [9] Market Trends - The article discusses the broader trends of AI, energy, tariffs, and onshoring, indicating that this company is strategically aligned with these developments [6][14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the potential for growth in AI investments [12] Future Outlook - The company is positioned at the heart of America's next-generation power strategy, particularly in nuclear energy, which is seen as a clean and reliable power source for the future [7][14] - The potential for significant returns is emphasized, with projections suggesting a possible 100% return within 12 to 24 months for investors who act now [15][19]

Core Viewpoint - Johnson Fistel, PLLP is investigating whether Snowflake Inc. and its executives complied with federal securities laws following significant investor losses after the company's recent financial disclosures [1][5]. Group 1: Investigation Details - The investigation is focused on potential recovery of losses incurred by investors who purchased Snowflake securities [2][5]. - The investigation was prompted by Snowflake's financial results announcement on February 28, 2024, which included changes in customer behavior and product-related developments that negatively impacted the company's outlook [3]. Group 2: Stock Price Impact - Following the financial disclosures, Snowflake's stock price dropped sharply from approximately $230.00 per share to $188.28 per share on February 29, 2024, marking a decline of $41.72 per share, or over 18% [4]. Group 3: Johnson Fistel's Background - Johnson Fistel, PLLP is a nationally recognized law firm specializing in shareholder rights and securities class action lawsuits, with a strong track record of recovering funds for investors [6][7].

And I think the big price that we are both after is in the future when GPUs can be applied not just to specialized inference on top of foundation models but also to things like data computation which is what we specialize in. So I think we're very much in the early innings of how are GPUs how is accelerated computing going to impact a lot of things that Snowflake does. [music]. ...

Core Viewpoint - Snowflake Inc. is positioned as essential infrastructure for enterprise analytics and AI workloads, but faces challenges from rising competition and a premium valuation [1] Group 1: Analyst Insights - Bank of America analyst Koji Ikeda maintains a Buy rating on Snowflake, reducing the price target from $310 to $275, reflecting concerns over product revenue growth sustainability [2] - Ikeda believes that Snowflake can achieve high growth rates as it expands its product offerings and benefits from increasing AI demand, with customers likely to increase spending as AI adoption grows [2][3] - The analyst anticipates that Snowflake will outperform its infrastructure software peers in growth and improve free cash flow margins, emphasizing its capability to manage complex datasets [3] Group 2: Competitive Landscape - The price forecast was adjusted due to changing growth expectations, rising risks, and sector multiple compression, indicating a more cautious outlook [4] - Snowflake's premium valuation compared to peers is acknowledged, but it appears more reasonable when growth rates are considered [4] - Competition from hyperscalers and Databricks is highlighted as a significant risk, with potential impacts on pricing and innovation investment [4][5] Group 3: Market Performance - As of the latest trading session, Snowflake shares are down 0.6%, trading at $198.13 [5]

Core Viewpoint - Snowflake Inc. is positioned as essential infrastructure for enterprise analytics and AI workloads, but faces challenges from rising competition and a premium valuation [1] Analyst's Take - Bank of America analyst Koji Ikeda maintains a Buy rating on Snowflake, lowering the price forecast from $310 to $275, while noting that product revenue growth could sustain a high 20% or potentially reaccelerate [2] - Ikeda believes that as AI adoption increases, customer spending on Snowflake's services should also rise, reinforcing its role as foundational infrastructure for enterprise data and AI workloads [2] - The analyst anticipates Snowflake will achieve top-tier growth compared to infrastructure software peers, alongside improving free cash flow margins [3] Competitive Landscape - The price forecast was reduced due to changing growth expectations, rising risks, and sector multiple compression [4] - Snowflake's stock trades at a premium compared to infrastructure software peers, but the valuation appears more reasonable when adjusted for growth rates [4] - Competition from hyperscalers and Databricks is highlighted as a significant risk, with potential impacts on pricing and the need for increased investment in innovation [4] Market Performance - As of the latest trading session, Snowflake shares are down 0.6%, trading at $198.13 [5]

Core Viewpoint - Datadog, Inc. (NASDAQ:DDOG) is considered a safe investment in the AI monitoring sector despite a price target reduction by Scotiabank from $217.00 to $180.00 while maintaining a Sector Outperform rating [1][4] Group 1: Revenue Estimates and Growth Projections - Scotiabank estimates that OpenAI contributes approximately $310 million in revenue run rate to Datadog based on a detailed customer exposure analysis [2] - The firm projects Datadog's revenue growth to approach the low-20% range in 2026, although initial management guidance may be more conservative [2][3] - Datadog is expected to grow its top line by around 23% in 2026, with management likely to issue guidance in the 17–18% range [3] Group 2: Competitive Position and Market Context - Scotiabank has countered concerns regarding competition from Palo Alto Networks and Snowflake, indicating that Datadog remains the standard for monitoring complex environments without signs of pricing pressure [3] - Datadog is viewed as a "port in the storm" amid broader AI disruptions in the software sector, highlighting its resilience [4]

Core Insights - Itron, Inc. (ITRI) has partnered with Snowflake to transform utility and city operations in energy and water networks through advanced data analytics and grid intelligence [1][9] Group 1: Collaboration and Solutions - The collaboration focuses on Itron's Grid Planning solution, which utilizes Snowflake's data platform to enhance utility planning and operations, providing accurate data and advanced forecasting capabilities [3][4] - Itron's Grid Planning solution features Powerflow, an innovative system capable of 8,760-hour load forecasting, allowing utilities to identify capacity constraints and improve reliability [3][4] Group 2: Market Dynamics and Challenges - The rise of distributed energy resources (DERs) like solar panels and electric vehicles has complicated power grid management, necessitating advanced analytics and computing power to handle demand fluctuations [2] - Traditional planning tools are inadequate for the complexities of modern, decentralized energy systems, highlighting the need for Itron's advanced solutions [2] Group 3: Strategic Benefits and Features - The partnership offers utilities scalable performance, security, compliance, and cost transparency through usage-based pricing and real-time monitoring [4] - Utilities benefit from operational flexibility with cloud-agnostic deployment and access to AI-driven analytics for predictive maintenance and real-time grid optimization [4] Group 4: Global Rollout and Future Developments - Itron's Grid Planning solution is being rolled out globally, with certain modules already available and others expected to launch by 2026 [5][9] - The full solution operates on Snowflake's AI Data Cloud, ensuring seamless deployment across major cloud providers [5] Group 5: Strategic Acquisitions - Itron is strengthening its capabilities through strategic acquisitions, including the planned purchase of Locusview for $525 million and Urbint for $325 million, aimed at enhancing its grid intelligence and safety analytics [7][8]