Snowflake shares jumped 23% on an AI-driven revenue beat, lifting software stocks broadly as Jim Cramer eyes more upside.

The Investment Committee debate the investability of software stocks after Snowflake surges on a blowout Q2 earnings report.

The company's fiscal first-quarter results (the period ended April 30, 2026) certainly didn't paint a picture of AI disrupting software. On the contrary, the business saw a significant acceleration.

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D.A. Davidson analyst Gil Luria previewed earnings for software companies in a note published Wednesday. The analyst is bullish on Snowflake, Palo Alto Networks and Couchbase. See the 6X seasonal ...

Disney is a good example of a typical Snowflake customer. The entertainment giant moved away from Teradata (TDC) software installed on computers in its own data centers in Orlando, Fla. Then it moved ...

This week’s Snowflake Summit is drawing attention to Snowflake Inc.’s strategies for enabling artificial intelligence on vast amounts of data. During the Summit, the company held its Investor Day, ...

Revenue at the data warehousing specialist jumped 33% to $1.39 billion, ahead of estimates at $1.32 billion, and its net revenue retention rate was 126%, showing existing customers are increasing ...

Snowflake's product revenue growth accelerated to 34% in its latest quarter, and management raised its full-year forecast. Datadog and MongoDB are showing the same AI-related momentum. After a huge ...

Sridhar Ramaswamy sees the major software players beginning to sort the AI winners from the losers. As of now, Snowflake, the cloud storage company where Ramaswamy is chief executive, is on the upside ...