On October 9, Scott Ladner, Chief Investment Officer at Horizon Investments, appeared on CNBC to state that this is still a tech-driven, AI-driven market. According to the LSEG tracker, since July, only three sectors are expected to see an improvement in their earnings growth: Tech, Communications Services, and Financials. Ladner stated that it’s always wise to revert to the fundamentals. He broadly confirmed that the current market is still dominated by the tech trade, being driven by AI. He emphasized tha ...

韦德布什：将Snowflake(SNOW.US)目标价上调至270美元，此前为250美元。 ...

Data management is at the core of Snowflake's business, and this is a category that's becoming increasingly important for enterprises.Data is the foundation on which artificial intelligence is built, and that's great news for Snowflake (SNOW 0.26%) stock investors.*Stock prices used were the afternoon prices of Oct. 14, 2025. The video was published on Oct. 16, 2025. ...

公司定位 - Snowflake (NYSE:SNOW) 和 Palantir (NASDAQ:PLTR) 公司处于有利地位，能够充分利用人工智能热潮 [1] - 两家公司通过帮助其他公司充分利用革命性技术的全部力量来实现其定位 [1]

Snowflake Inc. (NYSE:SNOW) deepened its artificial intelligence (AI) push with a new partnership with Palantir Technologies Inc. (NYSE:PLTR), aiming to simplify and accelerate enterprise AI development across industries.SNOW is trading at elevated levels. Get the inside scoop hereThe deal positions Snowflake to capture fresh growth opportunities, especially in U.S. federal markets, as demand for seamless data sharing and AI integration surges.Rosenblatt analyst Blair Abernethy maintained a Buy rating on Sno ...

Specifically, its overall customer count in the second quarter was up by 43% from the year-ago period. Additionally, Palantir management pointed out on the earnings call that it continues to "see expansions with our existing customers." As a result, Palantir's top 20 customers contributed 30% more in trailing 12 month revenue in Q2.This impressive acceleration is a result of the rapid adoption of AIP. The company received $2.3 billion worth of new orders in the second quarter, an increase of 140% from the p ...

Snowflake (SNOW) shares inched higher on Thursday after the cloud company revealed a strategic partnership with Denver-headquartered Palantir (PLTR). Snowflake is integrating its data cloud with Palantir’s Foundry and Artificial Intelligence Platform (AIP), enabling zero-copy data sharing and streamlined AI deployment for enterprise clients. More News from Barchart At the time of writing, SNOW stock is up roughly 100% versus its year-to-date low in early April. www.barchart.com Significance of Palanti ...

公司合作 - Palantir Technologies (PLTR) 与 Snowflake (SNOW) 宣布建立合作伙伴关系 旨在帮助企业现代化数据 以构建和部署人工智能应用 [1] - 该合作将使商业和公共部门的客户能够构建更高效、可信的数据管道 实现更快的数据分析和AI应用 两家公司已与电源管理公司伊顿展开合作 [2] - 此前 Palantir 在5月已与 Snowflake 的竞争对手 Databricks 达成了类似协议 [1] 股价表现 - 消息公布后 Palantir 股价上涨1%至约181.50美元 正接近185.75美元的买入点 该股在2025年已累计上涨139% [2] - Snowflake 股价在盘前交易中大涨超过6%至近256美元 回升至249.99美元的平底形态买入点上方 该股在2025年已上涨53% [3] 业务概况 - Snowflake 提供运行在云计算平台上的数据管理软件 私营公司 Databricks 是其最大竞争对手 [3] - Palantir 主要为政府客户提供数据分析工具 用于情报收集、监控、反恐和军事目的 同时公司计划利用生成式AI推动在美国商业市场（如医疗保健和金融服务）的增长 [4] - 市场观点认为 Palantir 有望在特朗普政府期间赢得更多美国政府业务 这推动了其股价上涨 [4] 股票评级 - 根据IBD Stock Checkup Snowflake 股票的IBD综合评级为97（最高99） 其积累/分布评级为B 表明存在机构性买入 [5] - Palantir 股票的IBD综合评级为最高的99 其积累/分布评级为C+ [6]

Snowflake首席营收官Mike Gannon在一份声明中表示："将Palantir与Snowflake平台的优势相结合是顺理 成章的选择，此举旨在减少客户在部署智能应用过程中的阻碍，帮助他们更轻松地部署应用并加快价值 实现速度。通过此次合作，我们为客户提供了当下所需的解决方案，助力他们走在AI创新的前沿;同 时，我们承诺将与Palantir团队紧密合作，帮助客户通过数据和AI充分发挥潜力，为未来发展做好准 备。" Palantir高管Ted Mabrey补充道："一流的互操作性将为客户创造更大价值。我们期待与Snowflake携手共 筑客户未来，伊顿已率先展示了AI驱动型未来企业的标杆形象。" 周四，Snowflake(SNOW.US)与Palantir(PLTR.US)宣布达成合作，将整合Snowflake的人工智能(AI)数据云 与Palantir的AI平台。受此消息提振，Snowflake股价盘前一度大涨超7%，Palantir股价也上涨1.3%。 通过此次合作，商业及公共部门客户将获得更高效可靠的数据管道，并能够更快速地接入数据分析和 AI应用。 作为双方共同客户，伊顿(ETN.US)表示此项合 ...

来源：智通财经网 作为双方共同客户，伊顿(ETN.US)表示此项合作将助其消除数据冗余，加速AI应用开发进程。这家电 力管理企业成为首批从合作中获益的公司之一。 Snowflake首席营收官Mike Gannon在一份声明中表示："将Palantir与Snowflake平台的优势相结合是顺理 成章的选择，此举旨在减少客户在部署智能应用过程中的阻碍，帮助他们更轻松地部署应用并加快价值 实现速度。通过此次合作，我们为客户提供了当下所需的解决方案，助力他们走在AI创新的前沿;同 时，我们承诺将与Palantir团队紧密合作，帮助客户通过数据和AI充分发挥潜力，为未来发展做好准 备。" Palantir高管Ted Mabrey补充道："一流的互操作性将为客户创造更大价值。我们期待与Snowflake携手共 筑客户未来，伊顿已率先展示了AI驱动型未来企业的标杆形象。" 周四，Snowflake(SNOW.US)与Palantir(PLTR.US)宣布达成合作，将整合Snowflake的人工智能(AI)数据云 与Palantir的AI平台。受此消息提振，Snowflake股价盘前一度大涨超7%，Palantir股价也上涨 ...