Snowflake (NYSE: SNOW | SNOW Price Prediction) and MongoDB (NASDAQ: MDB) both delivered Q1 FY2027 results in late May that ...

Snowflake's blowout quarter and Jensen Huang's agentic AI case just buried the SaaS is dead trade. Here is the consumption ...

Snowflake remains expensive at 129x forward P/E, over 5x the sector median, limiting near-term upside. Read why SNOW stock is ...

Since my last Buy rating, SNOW has already broken out from the prior April 2026 rout with an outsized +64% stock price rally ...

GitLab serves over half of the Fortune 100, while Snowflake boasts $1.1 billion in free cash flow, yet their risk profiles ...

A record earnings beat wasn’t enough for Oracle to satisfy investors, who are looking for more definitive proof of a successful artificial-intelligence business transformation. Shares of Oracle ORCL ...

As enterprises move from AI experimentation to production deployments, one challenge is becoming increasingly apparent: AI systems are only as reliable as the business context they operate in.

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Salesforce (CRM), Snowflake (SNOW), and Oracle (ORCL) are among Mizuho's top enterprise software stocks for 2026, the firm said in an investment note on Tuesday. “One year ago, we had noted that 'as ...

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Oracle (ORCL) shares dropped 16% ahead of earnings despite last quarter's 20%+ revenue growth and RPO surging 325% to $553B. Despite an 85% beat probability, Oracle must deliver strong RPO and cloud ...

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