Snowflake (NYSE:SNOW) and OpenAI agreed a multi-year partnership to deliver enterprise-grade AI agents directly on customer data within Snowflake’s platform. The collaboration gives enterprises access ...
Snowflake is overvalued based on reverse DCF analysis, but long-term investors should see good returns due to its strong financials and business model. Snowflake offers a scalable, cloud-native data ...
Snowflake had a solid quarter. While there’s concern that near-term consumption weakness will have significant lasting effects, we believe the contrary, as we see demand for DBMS software not fading, ...
With boardrooms demanding results from AI spending, Snowflake is betting that friction-free tools on its data platform will ...
Snowflake’s third quarter was mixed, in our view. Revenue came in above our expectations while the bottom line came in under, as we had rosier expectations than the market. Encouragingly, though, full ...
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