1 Forward -looking statements This presentation contains forward -looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 . Such statements involve risks, uncertainties, and assumptions . If the risks or uncertainties ever materialize or the assumptions prove incorrect, the results of Hewlett Packard Enterprise Company and its consolidated subsidiaries ("Hewlett Packard Enterprise") may differ materially from those expressed or implied by s ...

Core Viewpoint - Snowflake's stock experienced a significant decline of over 11% following the release of its Q3 financial results, which, despite beating market expectations, included conservative future guidance regarding operating margins [1] Financial Performance - The company reported an operating margin of 7% for Q4, which is approximately 140 basis points lower than analysts' consensus [1] - Snowflake achieved $100 million in annual recurring revenue from artificial intelligence (AI) a quarter earlier than expected, with AI products contributing around 50% of bookings in fiscal Q3 [3] Growth Prospects - Snowflake anticipates revenue growth to reaccelerate to over 30% in the current quarter, providing a compelling reason for investment [4] - The company has established strategic partnerships, including a $200 million multi-year agreement with Anthropic, enhancing its position in enterprise AI transformation initiatives [4] Valuation and Market Sentiment - Following the earnings report, Snowflake shares are trading at approximately 24 times sales, a significant reduction from the historical average of about 35 times, creating an attractive entry point for long-term investors [5] - Bullish options traders are forecasting a potential recovery in Snowflake's stock price to around $264 within three months, indicating a possible 12% rally by late February [6] - UBS analysts have maintained a "Buy" rating on Snowflake with a price target of $310, suggesting an upside potential of over 30% from current levels [7]

Market Overview - U.S. equity markets showed modest gains on December 4, 2025, with the Dow Jones Industrial Average (DJIA) leading the way, while the Nasdaq Composite (IXIC) also saw slight increases, reflecting cautious investor sentiment influenced by expectations of Federal Reserve policy moves [1][2][3][4] Major Market Indexes - The S&P 500 index (SPX) closed up 0.30% at 6,849.72, marking a second consecutive day of gains, with approximately three-quarters of its stocks posting increases, indicating a broadening rally beyond mega-cap stocks [2] - The DJIA rose 0.86% to finish at 47,882.90 points, driven by strong performances in the financials and communication services sectors [3] - The Nasdaq Composite (IXIC) gained 0.17%, closing at 23,454.09, despite some volatility in tech stocks during the session [4] Economic Indicators - Treasury yields slightly increased, with the 10-year U.S. Treasury yield at 4.09%, while the Cboe Volatility Index (VIX) fell below 16, suggesting reduced market volatility expectations [5] - Upcoming economic data includes the September Personal Consumption Expenditures (PCE) price index, with core PCE inflation expected to rise to 2.8% from 2.7% in August [6] Labor Market Data - November U.S. layoffs fell from October but remained at three-year highs, while weekly initial jobless claims unexpectedly dropped to three-year lows at 191,000, creating a complex picture for the Federal Reserve [7] Futures and Fed Expectations - Futures trading indicates an 87% chance of a Federal Reserve rate cut next Wednesday, with markets reacting to recent economic data [8] Company News - Salesforce (CRM) shares surged after surpassing earnings expectations and providing strong revenue guidance, particularly from its AI business [10] - Snowflake (SNOW) shares fell over 8% despite better-than-expected earnings, as investor expectations were high regarding its fourth-quarter product revenue growth guidance of 27% [11] - Tesla (TSLA) traded around $449 per share, still below its record close, with a year-to-date gain of 11%, driven by ambitious AI and robotics goals [12] - Other tech stocks like Nvidia (NVDA), Apple (AAPL), Microsoft (MSFT), Alphabet (GOOGL), and Amazon (AMZN) are being closely monitored for their market impact [13] Earnings Announcements - Several companies, including Guidewire Software (GWRE), Five Below (FIVE), HealthEquity (HQY), UiPath (PATH), and The Descartes Systems Group Inc. (DSGX), are expected to release quarterly earnings, which could significantly influence market sentiment [14]

But 2025 has not been a straight shot upward. Earlier this year, doubts crept in as Amazon ceded some cloud momentum to rivals, and rising tariffs squeezed sellers across its marketplace. Those pressures showed up in sentiment, and the stock lost steam.Amazon’s growth into a digital powerhouse has been matched by the mega-cap stock’s remarkable climb. AMZN has jumped 592% over the past decade, firmly earning its spot in the “Magnificent Seven.”Amazon has transformed from a humble online bookstore into a $2. ...

The U.S. stock market demonstrated a relatively calm demeanor in afternoon trading on Thursday, December 4, 2025, with major indexes hovering near their all-time highs. This stability comes after a period of volatility, as investors largely anticipate a potential interest rate cut by the Federal Reserve next week. Economic data released today, including jobless claims, presented a mixed picture, further fueling speculation about the Fed's monetary policy direction.Major Market Indexes Show Modest MovementAs ...

Core Insights - Snowflake (NYSE:SNOW) reported third-quarter earnings that exceeded Wall Street expectations, with product revenue increasing by 28% year-over-year to $1.21 billion and adjusted earnings per share at $0.35, surpassing the consensus estimate of $0.31 [1] - Despite strong earnings, the stock fell 11% in midday trading due to concerns over the company's fourth-quarter guidance [1] Revenue and Growth - Projected product revenue for the fourth quarter is between $1.20 billion and $1.205 billion, indicating a growth rate of approximately 27% at the midpoint, which is slower than the 29% growth rate in the previous quarter [2] - Snowflake's net revenue retention rate decreased to 125% from 127% year-over-year, attributed to increased discounts to secure deals amid competitive pressures [2][4] Market Environment - The company is experiencing a tougher sales environment, with customers demanding larger discounts, which has led to a decline in net retention rates [4] - CEO Sridhar Ramaswamy mentioned that while demand remains strong, "macro headwinds" have necessitated more aggressive pricing strategies to close large contracts [4] Profitability and Margins - Product gross margins remained stable at 76%, but the reliance on discounts raises concerns about pricing power in a maturing cloud data market [5] - Analysts have flagged the situation as a "yellow flag," warning that continued concessions could negatively impact profitability if growth does not recover [5] Future Outlook - Snowflake's remaining performance obligations increased by 37% to $7.88 billion, indicating a backlog that may support future revenue [5] - Approximately 50% of Snowflake's new bookings are related to AI use cases, and 80% of revenue is derived from existing customer expansions [6]

After making a huge profit in CoreWeave, Laffont sees an opportunity in an AI leader.Billionaire Philippe Laffont has his finger on the pulse of big tech trends like artificial intelligence (AI). That's led him to make some stellar investments over the past few years, producing market-beating returns as AI has fueled the current bull market.One of Laffont's most successful investments in his hedge fund, Coatue Management, in 2025 was CoreWeave (CRWV +7.86%). The cloud computing business became the fund's la ...

LAS VEGAS--(BUSINESS WIRE)--At AWS re:Invent, Amazon Web Services, Inc. (AWS), an Amazon.com, Inc. company (NASDAQ: AMZN), today announced Amazon EC2 M9g instances powered by the new Graviton5 chip. Key takeaways New AWS Graviton5-based Amazon EC2 M9g instances deliver up to 25% higher performance than the previous generation. With 192 cores per chip and 5x larger cache, customers can scale up workloads and improve application performance while reducing infrastructure cost. For the third year i. ...

Amazon's stock lagged the market in 2025, but is that the whole story? Here's what massive AI investments mean for 2026 and beyond.Amazon (AMZN 1.80%) didn't exactly knock it out of the park in 2025. As I write this on Dec. 2, the e-commerce giant's stock has gained just 6.8% since the last round of fireworks and "Auld Lang Syne." Meanwhile, the S&P 500 (^GSPC +0.06%) index gained 16.1%, and the Nasdaq-100 portfolio raced ahead with a 21.6% jump.Can Amazon turn it around next year, or will 2026 be another d ...

Oracle’s (ORCL) recent selloff may be giving investors a rare chance to buy into the tech giant at an appealing valuation, according to Deutsche Bank. The firm reiterated its “Buy” rating and maintained a $375 price target, arguing that the current share price gives “little if any credit” to Oracle’s expanding partnership with OpenAI. Oracle stock is up 27% YTD, but is trading nearly 40% below its 52-week high of $345.72. Oracle is set to release its second-quarter fiscal 2026 earnings on Dec. 10. More N ...