Snowflake Inc. is a cloud-based data warehousing company that provides a platform allowing businesses to store and analyze large amounts of data. By leveraging the power of the cloud, Snowflake enables organizations to access, manage, and derive insights from their data in real-time, facilitating data collaboration across multiple departments. Its innovative architecture allows for seamless scaling, enhanced security, and a user-friendly interface, making it an attractive solution for enterprises looking to harness the power of their data for better decision-making and operational efficiencies. Snowflake supports diverse data workloads and integrates easily with various data tools and applications, positioning itself as a leader in the data analytics space. Read More
As of late 2025, Palantir Technologies Inc. (NYSE: PLTR) has transcended its origins as a niche data analytics firm for the intelligence community to become the definitive operating system for the modern, AI-driven enterprise. For years, the company was shrouded in mystery and debated by skeptics who questioned its scalability. However, the 2025 fiscal year [...]
As the trading year of 2025 draws to a close, Palantir Technologies (NYSE:PLTR) finds itself at a critical technical and fundamental crossroads. After a year defined by explosive growth and a transformation from a niche defense contractor into a global software powerhouse, the stock is currently consolidating near key
The financial world is bracing for what is widely expected to be a historic resurgence of the initial public offering (IPO) market. After years of a "liquidity desert" and a tentative recovery throughout 2025, the 2026 pipeline is shaping up to be a tidal wave of generational tech leaders and
The era of "AI potential" has officially ended, replaced by a cold, hard era of "AI performance." As of December 22, 2025, the financial markets have undergone a fundamental shift—a "Great Decoupling"—where the broad-based AI rally of 2023 and 2024 has splintered into a rigorous assessment of return
As 2025 draws to a close, the financial markets are grappling with a profound transformation in the technology sector. What began as a year of high hopes for a "SaaS rebound" has instead evolved into the "2025 Software Slump," a period defined by a brutal reallocation of capital that has
The Nasdaq Composite staged a massive recovery on December 18, 2025, surging 450 points to erase a week of heavy losses and signaling a powerful return of investor confidence in the technology sector. This "U-turn" rally, sparked by a combination of blowout semiconductor earnings and cooling inflation data, has effectively
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at data storage stocks, starting with MongoDB (NASDAQ:MDB).
As of December 2025, the tech stock market finds itself in a period of intense recalibration, grappling with the unprecedented influence of Artificial Intelligence (AI). While earlier in the year, AI-fueled exuberance propelled tech valuations to dizzying heights, a palpable shift towards caution and scrutiny has emerged, leading to notable downturns for some, even as [...]
New York, NY – December 16, 2025 – UiPath (NYSE: PATH), a leader in enterprise automation software, has recently captivated financial markets with a significant surge in its stock price, largely attributed to its strategic advancements in artificial intelligence partnerships and consistent Annual Recurring Revenue (ARR) growth. After a remarkable rally that
We review the results from SentinelOne (S) and Snowflake (SNOW) and predict which stock is more likely to record profits first. We also chat about the Netflix-Warner Bros. deal.
There are some heavily hyped AI software stocks on the market today. Investors looking for alternatives to those would do well to take a closer look at Snowflake.
From Gratitude Challenge triumphs to a brand-new five-stock sampler, from Winter Soldier fortitude to navigating concentrated positions, inheritance questions, regrets, and remarkable investing wins -- this month's notes run deep and wide.
"You get what you pay for" often applies to expensive stocks with best-in-class business models and execution.
While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.
Snowflake’s third quarter results outpaced Wall Street’s revenue and profit expectations, but the market responded negatively, reflecting concerns about the sustainability of recent growth trends. Management attributed the quarter’s performance to strong enterprise adoption of AI-driven offerings, particularly the rapid uptake of Snowflake Intelligence, and highlighted robust new customer additions. CEO Sridhar Ramaswamy emphasized that AI accounted for a significant portion of bookings, with 28% of all use cases deployed in the quarter incorporating AI. He also acknowledged that a hyperscaler outage affected revenue slightly, but maintained that the company’s core business remained resilient and operationally disciplined.
The global Information Technology (IT) sector is currently experiencing an unprecedented surge in growth and investment, poised to redefine the economic landscape as 2025 draws to a close. With worldwide IT spending projected to soar to $5.43 trillion in 2025 and an anticipated jump to over $6 trillion by
Paris, France – December 2, 2025 – Mistral AI, the rising star in the artificial intelligence landscape, has officially unveiled its highly anticipated Mistral 3 family of models, spearheaded by the formidable Mistral 3 Large. Released under the permissive Apache 2.0 license, this launch marks a pivotal moment for the open-source AI community, delivering capabilities [...]
