HSBC upgraded Snowflake to Buy with a $289 price target, citing AI monetization through Cortex AI, CoCo adoption, and margin expansion after a strong earnings beat.

C3.ai once looked like the future of enterprise AI, but mounting competition and weakening fundamentals may be exposing a ...

Buy: Long Anthropic-linked exposure via AI infrastructure/developer tooling beneficiaries—specifically Microsoft (MSFT) and Alphabet (GOOGL) as they monetize enterprise AI and developer ecosystems ...

OpenRouter, the New York-based AI gateway company that lets developers send a single API call out to 400-plus large language models, announced a $113 million Series B. TechCrunch, citing New York ...

Snowflake is a Hold due to its premium valuation, hyperscaler margin pressures, and intensifying competition from Databricks.

As artificial intelligence (AI) is now a central pillar of enterprise strategy, many organizations are rushing to integrate AI into their analytics and data ecosystems. From predi ...

Opus 4.8 shows a growing tendency to reason explicitly about how its outputs will be graded, including in environments where it wasn't told it was being evaluated.

Snowflake Inc. SNOW dropped a one-two punch Wednesday evening: a blowout quarter and a $6 billion commitment to Amazon.com ...

DataHub, the leading context platform company, today introduced a major new release of DataHub Cloud that can ingest, structure, improve and serve trusted context to analytics agents, dramatically ...

Enterprise organizations are not rejecting AI. They are rejecting operational instability. That is the shift many founders ...

The Nimble Gravity Applied Anthropic Practice gives banks, financial services companies, and insurers a direct path from ...