Snowflake's rapid growth deceleration has undermined investor sentiment and created concerns about competition. I continue to think that Snowflake's problems are due to a soft demand environment and a ...

Snowflake Inc. stock has been a strong gainer in software after posting outsized fiscal Q3 results and a raised outlook for the current period. The combination of emerging AI tailwinds, as well as new ...

Snowflake operates in a sweet spot of enterprise software — a data infrastructure layer increasingly central to AI deployment. But that macro opportunity has yet to fully translate into breakout ...