Earnings call Microsoft delivered a record Q4 and FY25, with Q4 revenue of $76.4B (+18% YoY) and annual revenue of $281B (+15% YoY). Microsoft Cloud annual revenue reached $168B (+23% YoY), Azure ...

Snowflake has quietly become one of the loudest AI-software rebounds of the year. Shares changed hands at $260 on Wednesday, up ~54% from the $169 close on February 25, when the Q4 print landed into a ...

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

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The AI race isn’t about models anymore — it’s about who controls the data context. To avoid massive vendor lock-in, you need to own your system's ontology.

Microsoft Build 2026 demonstrates how data, AI, and ERP are converging as enterprises build the infrastructure and operational foundations for autonomous operations.

Snowflake is experiencing blistering demand for its growing portfolio of AI products, which sparked a surge in the company's revenue during the fiscal 2027 first quarter (ended April 30). Snowflake ...

Revenue at the data warehousing specialist jumped 33% to $1.39 billion, ahead of estimates at $1.32 billion, and its net revenue retention rate was 126%, showing existing customers are increasing ...

Snowflake posted its best day ever after boosting guidance and announcing an AI compute deal with Amazon. Finance chief Brian Robins said tools such as Cortex Code are driving a "step function change" ...

Shares of Snowflake were rocketing toward their biggest-ever gain in early Thursday trading, after the cloud software company beat fiscal first-quarter earnings expectations by a wide margin and ...