Snowflake's rapid growth deceleration has undermined investor sentiment and created concerns about competition. I continue to think that Snowflake's problems are due to a soft demand environment and a ...

Snowflake operates in a sweet spot of enterprise software — a data infrastructure layer increasingly central to AI deployment. But that macro opportunity has yet to fully translate into breakout ...

Data Cloud vendor Snowflake beat expectations this quarter and is bullish on future opportunity, thanks to enterprise data requirements. Whilst other B2B software vendors may be softening their ...

Snowflake Inc. is double upgraded to Buy as valuation moderates & growth drivers strengthen despite recent volatility. Read more on SNOW stock here.