Snowflake Inc.
CNBC host Jim Cramer discussed Arista Networks (ANET) and Snowflake (SNOW). He said profit taking followed ANET’s Aug 5 Q2 results. Arista reported $3.04B revenue and $1.02 EPS, beating estimates, and guided Q3 revenue to $3.3B. The article cites 63.4% non-GAAP gross margin and notes customer concentration risk.
The article covers fintech and market-structure updates. Kalshi signed a multi-year deal with Nasdaq for market surveillance and partnered with DoubleZero Edge. Finster AI raised Series B funding from UBS and FactSet. HSBC AM invested in Model ML. S&P is integrating data into Microsoft 365 Copilot. SEC denied 24X’s SIP exemption for overnight trading for now.
Investing.com reports Databricks raised $5B at a $190B valuation, up from $134B eight months earlier, and claims it has a $7B+ annualized revenue run rate with 80%+ YoY growth. It compares Databricks with Snowflake (SNOW), citing SNOW’s $116B market cap, and notes investors including Coatue, Blackstone, and others plus an ElectricSQL acquisition.
Over the past 7 days, alphai's AI scored 14 news stories mentioning SNOW (Snowflake Inc.). Coverage has skewed bullish: 8 bullish, 4 neutral, and 2 bearish.
Recent SNOW coverage spans insider activity, market movers and financial news.
In the last 30 days, SNOW insiders filed 34 SEC Form 4 transactions — no purchases and 34 sales ($148.3M). The most active reporter was Slootman Frank with 18 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
The article provides no Snowflake-specific new fundamentals, only a sentiment/profit-taking narrative.
Snowflake gains incremental data-marketplace distribution for options analytics, potentially improving customer stickiness and usage.
Competitive read-through may support continued investor bid for data-platform peers, but it is not a new Snowflake-specific catalyst.
The move is driven by sell-side revision and AI coding-agent adoption narrative, which can extend momentum into the upcoming earnings date.
The analyst PT hike and bullish thesis can support near-term sentiment, but the article provides no new company-specific datapoint beyond the check narrative.
alphai scores every news story that mentions SNOW with an AI model for sentiment and relevance, and aggregates insider trades from Snowflake Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
CNBC host Jim Cramer discussed Arista Networks (ANET) and Snowflake (SNOW). He said profit taking followed ANET’s Aug 5 Q2 results. Arista reported $3.04B revenue and $1.02 EPS, beating estimates, and guided Q3 revenue to $3.3B. The article cites 63.4% non-GAAP gross margin and notes customer concentration risk.
3 min readThe article covers fintech and market-structure updates. Kalshi signed a multi-year deal with Nasdaq for market surveillance and partnered with DoubleZero Edge. Finster AI raised Series B funding from UBS and FactSet. HSBC AM invested in Model ML. S&P is integrating data into Microsoft 365 Copilot. SEC denied 24X’s SIP exemption for overnight trading for now.
6 min readInvesting.com reports Databricks raised $5B at a $190B valuation, up from $134B eight months earlier, and claims it has a $7B+ annualized revenue run rate with 80%+ YoY growth. It compares Databricks with Snowflake (SNOW), citing SNOW’s $116B market cap, and notes investors including Coatue, Blackstone, and others plus an ElectricSQL acquisition.
6 min readPalo Alto Networks (PANW) hit a record $389.25 after Citizens raised its price target to $415 from $320 and kept an Outperform rating, citing AI-driven cybersecurity demand. Snowflake (SNOW) reached a four-year high of $341.95 after Oppenheimer lifted its target to $400 from $295. Brinker (EAT) surged to an all-time high after stronger fiscal 2026 results; Q2 SNOW earnings are due Sept 2.
3 min readOppenheimer raised its price target on Snowflake (SNOW) to $400 from $295 and kept an Outperform rating. Analysts led by Ittai Kidron said their checks point to strong consumption and pipeline generation across regions and verticals, large deal momentum, and accelerating migration activity.
2 min readJennison co-head of growth equity Blair Boyer says the AI buildout is early, despite cash burn and infrastructure bottlenecks. He cites hyperscaler capex rising above $700B in 2026, with AWS revenue growth accelerating to 37%. He highlights Eli Lilly’s $1B five-year Nvidia JV for AI drug discovery and discusses views on Microsoft, Apple, Snowflake, and CrowdStrike.
7 min readA Canadian man, Connor Riley Moucka, pleaded guilty to a scheme that used stolen credentials to access Snowflake cloud accounts of at least 165 organizations and steal data. In a separate Montana civil case, credit unions and card issuers seek reimbursement for card reissuance and fraud costs tied to a Ticketmaster breach. Chief Judge Brian Morris let negligence and unjust enrichment claims proceed into discovery.
7 min readKleinerman Christian (EVP, Product Management) sold 5,000 indirectly-held shares of Snowflake Inc. (SNOW) at $325.00 ($1.62M total) on 2026-08-07 under a Rule 10b5-1 trading plan.
1 min readKleinerman Christian (EVP, Product Management) sold 25,000 shares of Snowflake Inc. (SNOW) at $325.00 ($8.12M total) on 2026-08-07 under a Rule 10b5-1 trading plan.
1 min readSpeiser Michael L sold 50,338 indirectly-held shares of Snowflake Inc. (SNOW) at $324.06 ($16.31M total) across 6 trades on 2026-08-07 under a Rule 10b5-1 trading plan.
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