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15.01.26 - 23:18
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The reality check everyone’s ignoring (24/7 Wall St.)
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Welcome to Today's Smart Money Roundup. Software stocks are getting crushed, and Barron's is calling it “overdone.” Salesforce (CRM) is down 27% over the past year despite Wall Street hyping its Agentforce AI platform as a “medium-term growth engine.” The stock's at $233.54, down 10.4% in just the past week. Snowflake (SNOW) fell 7.1% this ... The reality check everyone's ignoring
The post The reality check everyone's ignoring appeared first on 24/7 Wall St.....
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12.01.26 - 11:54
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Snowflake Aktie: Rally wird zum Verhängnis (Aktiencheck)
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San Mateo, CALondon (www.aktiencheck.de) - Snowflake-Aktienanalyse von Barclays:
Barclays habe die Aktie von Snowflake Inc. (ISIN: US8334451098, WKN: A2QB38, Ticker-Symbol: 5Q5, NYSE-Symbol: SNOW) von "overweight" auf "equal weight" abgestuft und das Kursziel von 290 auf 250 USD gesenkt. Die britische Bank habe im Zuge ihres Ausblicks für 2026 die Ratings innerhalb der Software-Gruppe angepasst. [mehr]...
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09.01.26 - 22:36
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Meta to Become the Biggest Nuclear Buyer Among Hyperscalers | Bloomberg Tech 1/9/2026 (Bloomberg)
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Bloomberg's Ed Ludlow discusses Meta's latest energy deals for AI data centers that will make it the biggest buyer of nuclear power among its hyperscaler peers. Plus, MiniMax, one of China's largest generative AI startups, goes public in Hong Kong. And, Snowflake CEO Sridhar Ramaswamy talks about the company's plan to buy AI-powered observability platform Observe. (Source: Bloomberg)...
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09.01.26 - 20:01
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Snowflake to Buy App Monitoring Program Observe (Bloomberg)
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Snowflake plans to buy AI-powered app monitoring startup Observe, part of its push to expand in the IT operations management software market. Snowflake CEO Sridhar Ramaswamy joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)...
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