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As software stocks struggle, Snowflake shows an alternative

The challenge is to find a way to protect profit margins from AI.

Raccontata dasiliconangle.comtheinformation.cominvestors.comcnbc.combenzinga.comaxios.com

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AI · summaries

axios.comStai leggendo1 g fa

As software stocks struggle, Snowflake shows an alternative

The challenge is to find a way to protect profit margins from AI.

originale

theinformation.com2 g fa

Snowflake Shows Some Immunity to the SaaSpocalypse

Shares of traditional software providers have been battered this year over AI fears. Investors’ reaction to Snowflake’s and Salesforce’s quarterly results Wednesday suggests some providers are in better shape than…

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cnbc.com2 g fa

Snowflake surges 35% toward best day ever on AI frenzy, fueling software rally

The Snowflake rally also lifted shares of ServiceNow, Oracle and Palantir, while Salesforce bucked the trend.

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investors.com2 g fa

Snowflake Surges On Earnings, AI Product Growth, New Amazon Deal

Snowflake stock soared amid Q1 earnings and revenue that topped estimates. The software maker hiked full-year sales guidance.

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siliconangle.com2 g fa

Snowflake's stock surges after-hours on solid earnings beat and multibillion-dollar AWS cloud deal -…

Snowflake's stock surges after-hours on solid earnings beat and multibillion-dollar AWS cloud deal - SiliconANGLE

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benzinga.com1 g fa

Snowflake Stock Surges After 'Milestone Quarter': Analyst Says 'AI Acting As A Catalyst' - Snowflake (NYS

Snowflake beat Q1 estimates with NRR at 126% and 13,600+ customers running AI/ML workloads — Snowflake Intelligence users doubled QoQ to 5,000+, driving a 37.5% single-day stock surge. AI is accelerating platform consolidation: data teams migrating to Snowflake cite AI workloads as primary trigger, directly challenging the Databricks share-shift narrative.

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Timeline cronologica

1. giovedì 28 maggio 2026·siliconangle.com
   

   Snowflake's stock surges after-hours on solid earnings beat and multibillion-dollar AWS cloud deal - SiliconANGLE

   Snowflake's stock surges after-hours on solid earnings beat and multibillion-dollar AWS cloud deal - SiliconANGLE

2. giovedì 28 maggio 2026·theinformation.com
   

   Snowflake Shows Some Immunity to the SaaSpocalypse

   Shares of traditional software providers have been battered this year over AI fears. Investors’ reaction to Snowflake’s and Salesforce’s quarterly results Wednesday suggests some…

3. giovedì 28 maggio 2026·investors.com
   

   Snowflake Surges On Earnings, AI Product Growth, New Amazon Deal

   Snowflake stock soared amid Q1 earnings and revenue that topped estimates. The software maker hiked full-year sales guidance.

4. giovedì 28 maggio 2026·cnbc.com
   

   Snowflake surges 35% toward best day ever on AI frenzy, fueling software rally

   The Snowflake rally also lifted shares of ServiceNow, Oracle and Palantir, while Salesforce bucked the trend.

5. giovedì 28 maggio 2026·benzinga.com
   

   Snowflake Says AI Is No Longer Just Tailwind — It’s Driving Business - Snowflake (NYSE:SNOW)

   Snowflake shares surged after the company said AI products like Cortex Code are accelerating platform consumption, customer growth and revenue guidance.

6. giovedì 28 maggio 2026·benzinga.com
   

   Snowflake Stock Surges After 'Milestone Quarter': Analyst Says 'AI Acting As A Catalyst' - Snowflake (NYS

   Snowflake analysts are raising their price targets on the surging stock after Q1 results and AI growth.

7. venerdì 29 maggio 2026·axios.com
   

   As software stocks struggle, Snowflake shows an alternative

   The challenge is to find a way to protect profit margins from AI.

8. venerdì 29 maggio 2026·benzinga.com
   

   Why Is Snowflake Stock Gaining Friday? - Snowflake (NYSE:SNOW)

   Snowflake Inc. (NYSE: SNOW) re-establishes itself as an AI winner after a Q1 earnings beat. Analysts hike price forecasts.

9. venerdì 29 maggio 2026·cnbc.com
   

   Software stocks wrap up best month since 2001 as talk of 'SaaSpocalypse' subsides

   Snowflake and Okta both saw record stock pops this week as investors found favor in their AI software strategies.