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2023-06-23 06:40:00 ET Growth in cloud computing was a boon for cloud stocks in recent years, but another wave of growth is coming as more companies ramp up their investments in artificial intelligence (AI) . Market intelligence firm IDC expects AI to drive one-third of the total gr...
2023-06-21 13:30:00 ET Summary What gives us confidence in a 2H23 tech recovery. 1Q23 earnings takeaways: hardware bottomed, software to follow. As we get into 2H23, comps get significantly easier. What gives us confidence in a 2H recovery A downturn follows a ty...
Data Drivers winners Braze , Cemex , Disney , ExxonMobil , and Instacart are awarded for pioneering new ways to mobilize the world’s data Snowflake (NYSE: SNOW), the Data Cloud company, today announced the finalists and winners of the fifth annual ...
2023-06-19 09:00:00 ET Artificial intelligence has become the topic of the year in capital markets, regulation and is fully embedded into mainstream conversations seemingly every day. As the field continues to encroach further, it's becoming clearer to some that it is more akin to a moment ...
2023-06-18 03:06:37 ET Summary I believe Snowflake is disrupting the data market with its cloud platform for machine learning and data analytics, capturing market share from legacy incumbents. I think Data Analytics and Machine Learning are still in the early stages of adoption, w...
2023-06-16 16:00:00 ET The equity markets have staged a comeback in the first half of 2023. But several stocks across multiple sectors are trading at a compelling valuation right now. Similarly, despite a spectacular rally among tech stocks, a few companies are down significantly from all-t...
2023-06-16 06:30:00 ET Investors do not typically associate Warren Buffett and his team at Berkshire Hathaway with stocks that could go parabolic. Berkshire typically buys better-known positions like Apple , Coca-Cola , and American Express with a value mentality rather than...
2023-06-15 14:01:14 ET Splunk ( NASDAQ: SPLK ) shares rose more than 7% on Thursday, buoyed by investor optimism that the Federal Reserve will engineer a soft landing and investors continuing to buy stocks related to artificial intelligence. Shortly before 2 p.m. EST, more t...
2023-06-15 08:00:00 ET After a less-than-stellar 2022, growth stocks have had an impressive 2023 so far. With inflation cooling, interest rate hikes potentially pausing, and artificial intelligence (AI) booming, investor sentiment toward growth stocks has seemingly shifted. If you're intere...
2023-06-14 23:12:21 ET Summary Chase Coleman’s 13F portfolio value increased from $8.16B to $10.99B this quarter. Tiger Global increased Alphabet, Take-Two Interactive, Intuit, and Datadog while reducing Snowflake, Kanzhun, and Hubspot. The largest three positions are M...
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2024-07-29 15:45:00 ET The TFSA ( Tax-Free Savings Account ) is a popular registered account that offers investors a lot of flexibility. Moreover, its tax-sheltered status makes it ideal for holding inflation-beating asset classes such as stocks, exchange-traded funds , and mutual f...
Snowflake (NYSE: SNOW), the AI Data Cloud company, today announced it will release its financial results for the second quarter of fiscal year 2025, which ends July 31, 2024, following the close of the U.S. markets on Wednesday, August 21, 2024. Snowflake will host a conference call to discuss ...
Snowflake’s AI Research Team, in collaboration with the open source community, launches a Massive LLM Inference and Fine-Tuning System Stack — establishing a new state-of-the-art solution for open source inference and fine-tuning systems for multi-hundred billion parameter models li...