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Subscription Shift: Can C3.ai Monetize Its AI Platform Effectively?
05.09.2025 14:19
AI's revenues slump highlights execution woes, but subscription growth, new deployments and customer wins keep its monetization push in focus.
Snowflake's Latest Quarter Was Impressive. But Shares Are Overvalued.
05.09.2025 10:05
A fast-growing business doesn't always make a great stock.
CFOs On the Move: Week ending Sept. 5
05.09.2025 09:58
GitLab’s finance chief leaves for Snowflake, the CFO of Elon Musk’s xAI departs after a few months and a former Nike exec is named CFO of Crocs.
Snowflake Q2: The Best Way To Play Enterprise AI
05.09.2025 09:45
Discover why Snowflake Inc.'s AI-driven strategy and strong Q2 results make it a top long-term investment. Click for more on SNOW stock prospects.
Snowflake’s Q2 Earnings Call: Our Top 5 Analyst Questions
03.09.2025 06:31
Snowflake’s second quarter saw market enthusiasm driven by stronger-than-anticipated revenue growth and profitability, with management attributing these results to robust customer adoption and accelerated use of AI-driven features. CEO Sridhar Ramaswamy highlighted that the company’s focus on simplifying data management and embedding artificial intelligence capabilities throughout its platform resonated with both new and existing customers. Management emphasized the impact of expanding partnersh
1 Unprofitable Stock with Competitive Advantages and 2 We Avoid
03.09.2025 05:35
Unprofitable companies face headwinds as they struggle to keep operating expenses under control. Some may be investing heavily, but the majority fail to convert spending into sustainable growth.
Analysts Point to Federal Contracts as Key Driver for ServiceNow (NOW) Growth
02.09.2025 08:09
ServiceNow, Inc. (NYSE:NOW) ranks among the best software stocks to buy right now. On August 25, Stifel reaffirmed its $1,200 price target and Buy rating for ServiceNow, Inc. (NYSE:NOW), pointing to better federal business performance in the current quarter. According to the firm’s research on government expenditure statistics through August 20, ServiceNow’s federal business is […]
What Does Wall Street Think About ServiceNow (NOW)?
02.09.2025 05:46
ServiceNow, Inc. (NYSE:NOW) is one of the best high growth NYSE stocks that are profitable. On July 23, ServiceNow, Inc. (NYSE:NOW) reported its fiscal Q2 2025 earnings, surpassing guidance across all topline growth and profitability metrics. Subscription revenues for the quarter were $3.113 billion, up 22.5% year‑over‑year and 21.5% in constant currency. The company reported […]
Snowflake launches AI Data Cloud on AWS in South Africa
01.09.2025 12:24
Local companies such as Carry1st, BluNova, and Mukuru have started using Snowflake's AI Data Cloud to improve data access and leverage AI.
1 Cash-Heavy Stock to Target This Week and 2 We Ignore
01.09.2025 05:39
A cash-heavy balance sheet is often a sign of strength, but not always. Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.
Datadog: Gen AI Labs Developing Their Own Observability Solutions Could Affect Revenue Growth
01.09.2025 05:10
Datadog's growth is impressive, especially with AI-native clients, but the downside risk is significant if revenue growth slows. Read why DDOG stock is a Hold.
Snowflake Launches AWS Deployment in South Africa to Drive Data and AI Closer to Customers
01.09.2025 05:00
CAPE TOWN, South Africa, September 01, 2025--Snowflake (NYSE: SNOW), the AI Data Cloud company, today announced its growing footprint in South Africa with the general availability of Snowflake’s AI Data Cloud on Amazon Web Services (AWS) Africa (Cape Town) Region, enabling customers to unlock deeper data insights powered by AI to drive business innovation, all while meeting the highest standards of data residency and sovereignty.
Meet the Monster Stock That's Crushing Nvidia on the Market
01.09.2025 02:05
This data cloud company has delivered remarkable returns to investors in the past year, and it still has room for more upside.
Snowflake: Beware The FOMO Rally (Rating Downgrade)
29.08.2025 09:17
Snowflake beat Q2 estimates with strong margins, enterprise growth, and AI potential, but a 20% surge brings it near fair value. See why SNOW stock is downgraded to hold.
Snowflake Crushes Q2 Earnings: Why I'm Still Not Buying
28.08.2025 07:40
Snowflake posts strong Q2 growth, driven by AI integration and expanding TAM. Despite solid execution, high valuations suggest caution for investors.
ServiceNow, Inc. (NOW): A Bull Case Theory
27.08.2025 14:00
We came across a bullish thesis on ServiceNow, Inc. on Rijnberk InvestInsights’s Substack by Daan | InvestInsights. In this article, we will summarize the bulls’ thesis on NOW. ServiceNow, Inc. ‘s share was trading at $879.94 as of August 25th. NOW’s trailing and forward P/E were 110.68 and 52.63 respectively according to Yahoo Finance. ServiceNow (NOW) has […]
ServiceNow (NOW) Launches AI Training Program With SENAI-SP in Brazil
27.08.2025 01:27
ServiceNow, Inc. (NYSE:NOW) is one of the Hot AI Stocks to Keep on Your Radar. On August 21, ServiceNow and SENAI-SP, Latin America’s largest technical education institution, announced a statewide training and certification program at the annual ServiceNow São Paulo Summit. The program, launched via ServiceNow University, will offer Brazilians the skills they need to succeed […]
AHEAD Appoints Sumed Marwaha as Managing Director, India
26.08.2025 15:43
AHEAD, a leading provider of enterprise cloud solutions and digital platform engineering, has appointed Sumed Marwaha as Managing Director, India. In this role, he will lead AHEAD's rapidly expanding operations in India and further strengthen its position as a global center of excellence for delivery, innovation and client success.
KeenStack Launches AI-Powered Healthcare Referral Management Solution Powered by the ServiceNow AI Platform
26.08.2025 13:00
KeenStack, the professional services consulting firm that helps companies unlock the full potential of ServiceNow, today announces the launch of its AI-powered Healthcare Referral Management Solution. Built on ServiceNow, the system streamlines referral intake, validation, and routing—reducing delays, improving handoffs, and accelerating patient access. Automated tracking increases operational efficiency, while intelligent routing and shared workflows strengthen collaboration. The solution also