You might not think of CrowdStrike as an obvious artificial intelligence play, but the AI tailwinds for cybersecurity are ...

Shares of cloud data platform provider Snowflake (NYSE:SNOW) jumped 4.1% in the afternoon session after the U.S. General Services Administration (GSA) announced a new agreement to make the company's ...

Snowflake Inc. may be entering the second phase of the AI trade, where software starts monetizing the infrastructure boom. The key driver is not just AI revenue. CoCo and CoWork can accelerate ...

Snowflake Inc. remains a compelling AI-era data platform, with no evidence of disruption from AI agents or vector databases threatening its core business. SNOW's product revenue grew 30% YoY to $1.23B ...

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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.

Earlier this month, approximately $300 billion in software market value was wiped out in a single trading day following Anthropic launching Claude Cowork and its open-source plugins that enable AI ...

Snowflake's 37% product revenue growth and AI-driven acceleration lifted IGV higher just after investors pulled $700 million from the fund. Adobe has fallen 24% year to date while Microsoft sits ...

Software's biggest winners are selling off hard today while the broader tech index barely flinches, and the disconnect between those two moves reveals something traders need to understand before ...