SNOW

UBS is telling clients that artificial intelligence is translating into real, growing spend on Snowflake, and the bank remains Buy-rated on the stock heading into its fiscal second-quarter results on September 2. The bank's analysts spoke with seven enterprise partners and customers to gauge demand trends, adoption of Snowflake's Cortex Code and Coco tools, and the risk that large language models could eat into spending on established data software vendors.

Shares of Snowflake (NYSE:SNOW | SNOW Price Prediction) have been melting up in recent months, thanks in part to an outstanding quarterly showing and a few big sell-side analyst upgrades.

Quarterly 13F disclosures offer individual investors an irreplaceable window into the playbooks of market-moving institutions.

Shares of Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) are down 10% to $197 in Thursday afternoon trading, though the stock is still up 136% year to date (YTD).

SNOW's AI push and customer growth fuel a strong rally, but premium valuation, margin pressure and rising competition pose risk.

Palantir (NASDAQ: PLTR | PLTR Price Prediction) and Snowflake (NYSE: SNOW) both posted quarters that reinforce their claim on the enterprise AI stack.

Shares of AI cloud infrastructure names are pushing higher Monday morning as a broad risk-on tone lifts large-cap tech.

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

MENLO PARK, Calif.--(BUSINESS WIRE)---- $SNOW #TheAIDataCloud--Snowflake (NYSE: SNOW), the AI Data Cloud company, today announced it will release its financial results for the second quarter of fiscal year 2027, which ended July 31, 2026, following the close of the U.S. markets on Wednesday, September 2, 2026. Snowflake will host a conference call to discuss the financial results.Conference Call DetailsThe conference call will begin at 2 p.m. Pacific Time on September 2, 2026. Investors and participants may attend the ca.

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