Wall Street's second-quarter earnings season unofficially kicks off on Friday, July 14. Analysts expect a -6.8% yearly profit decline and a decrease of -0.4% in revenue growth. If...
Snowflake (NYSE:SNOW) and Nvidia (NASDAQ:NVDA) announced today a new partnership to allow the former’s enterprise customers to build custom large language models (LLMs) using...
Snowflake disappointed with lowered expectations despite a positive Q1 Stock decline and sector concerns have cast doubt on the company's revenue growth But, interoperability and...
With 95% of S&P 500 companies having reported, Q1 2023 earnings season closes with a final growth rate of -2.2%, officially indicating an earnings recession The post-peak LERI...
After several challenging quarters, the setup for cloud stocks is significantly more favorable in 2H23. While flight-to-safety is providing support for the mega-cap stocks, the...
The divergence between semiconductor companies and B2B software is becoming hard to ignore. In this report, we summarize our takeaways from the reported earnings (C4Q22) and dive...
The Nasdaq has been on a roll in 2023, outperforming the Dow and S&P 500 by a wide margin Several tech stocks have come back in favor, thanks to easing inflation and rate hike...
Cloud infrastructure stocks have been among the worst performers this year despite all the excitement around artificial intelligence (AI). In this report, we dive deeper into the...
Once the most expensive stock in the market, SNOW still isn’t cheap Upside potential is attractive — but hardly compelling This is an outstanding business, but the...
Most companies are reporting weak earnings but expectations are very low Where are the risks and opportunities? Earnings offer glimpse into macro trends Tech giants Microsoft...
DOCN is a good cloud play targeting small to medium size businesses. More growth potential. Earnings ratio much better. SNOW is priced for the moon only.
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snow will announce partnership with nvidia and azure