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Snowflake Aims To Boost AI Offerings With $250M Deal For Crunchy Data — Retail Traders Upbeat
June 03, 2025
The acquisition will bring AI-ready “Snowflake Postgres” to the AI Data Cloud, providing the “uncompromising governance, security and operational standards essential for building and running...
Via
Stocktwits
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Box Tops Q1 Estimates, Lifts 2026 Guidance: Retail Piles In Ahead Of Possible Breakout
May 27, 2025
CFO Dylan Smith said the company achieved robust first-quarter results, surpassing its guidance and delivering double-digit growth in billings and short-term RPO.
Via
Stocktwits
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Zoom Communications Retail Investors Dial In Despite Muted Stock Reaction To Q1 Print
May 22, 2025
CEO Eric Yuan noted continued momentum in Zoom Customer Experience, Zoom Revenue Accelerator, and Workvivo.
Via
Stocktwits
Snowflake Retail Investors Brace For New 52-Week High For Stock After Q1 Beat, Guidance Raise
May 21, 2025
Product revenue, accounting for about 96% of the total, climbed 26% to $996.8 million, exceeding the $955 million-960 million guidance.
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Five9 Stock Snags Price-Target Cut Ahead Of Q1 Results On Lukewarm Demand: Retail Stays Cautious
April 27, 2025
A Jefferies analyst said demand neither picked up as expected nor worsened as the quarter progressed.
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Zoom Communications Services Back Online After 3-Hour-Long Global Outage: Retail Sentiment Takes A Hit
April 17, 2025
According to Downdetector data, the outages began around 2:30 p.m. ET and persisted until 6 p.m. ET, with sporadic reports continuing even afterward.
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Stocks
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COVID-19
US Equities
Benzinga Bulls And Bears: Nike, Target, And Walmart Among Hardest-Hit Following Trump's 'Liberation Day' Tariffs
April 05, 2025
Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.
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CoreWeave IPO: Nvidia-Backed AI Cloud Firm Sees Strong Retail Interest As It Targets $2.7B Raise
March 25, 2025
CoreWeave has set an IPO price range of $45-$55, which could give it a valuation of $27 billion to $32 billion.
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Initial Public Offering
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Nvidia-Backed CoreWeave Readies For Market Debut This Week: What You Need To Know About AI Cloud Firm
March 24, 2025
The CoreWeave IPO has reportedly been oversubscribed after early mutual fund support and is poised to raise as much as $2.7 billion.
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Artificial Intelligence
Initial Public Offering
Exposures
Artificial Intelligence
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Adobe Analyst Drops Bearish Stance On Valuation, Fundamental Improvement: Retail Sentiment Flips To ‘Bullish’
March 21, 2025
KeyBanc analyst Jackson Ader said he expects revisions to fundamentals throughout the remainder of the year.
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Stocktwits
Salesforce ‘Putting Real Wood Behind Its AI Arrow’ But Mass Agentic Adoption Will Take Time, Says Analyst: Retail Mood Stays Subdued
March 20, 2025
Macquarie analysts think mass market adoption of agentic AI will take time, probably two years.
Via
Stocktwits
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Box Reaffirms FY26 Guidance, Touts $100B Market Opportunity At Analyst Day Event: Retail Sentiment Lags
March 19, 2025
The combined long-term revenue and free cash flow growth is estimated at 45%-50%.
Via
Stocktwits
Zoom Introduces Customizable AI Companion With New Add-Ons For Businesses
March 17, 2025
Zoom unveils new AI capabilities and enhancements across its platform, including a centralized hub for assets and custom agent integrations, aiming to boost productivity and streamline tasks.
Via
Benzinga
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Artificial Intelligence
Exposures
Artificial Intelligence
Adobe Stock Slides As Disappointing Revenue Guidance Overshadows Q1 Beat: Retail Mood Hits Rock Bottom
March 13, 2025
CEO Shantanu Narayen said Adobe is well-positioned to capitalize on the acceleration of the creative economy driven by AI, but retailers on Stocktwits see it as an expense AI play.
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Adobe Stock Draws Pessimistic Retail Reaction Ahead Of Wednesday’s Q1 Earnings
March 12, 2025
Morgan Stanley analyst Keith Weiss said he sees a lower bar going into the earnings, as debates on Adobe's GenAI positioning and increasing competition have led to the recent stock underperformance.
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Stocktwits
Box Stock Slides Premarket After In-Line Q4, Weak Guidance: Retail Stays Bullish
March 05, 2025
CEO Aaron Levie said Box delivered its strongest set of AI-powered innovations and launched Enterprise Advanced, integrating the full capabilities of its platform into one solution.
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Stocktwits
Box Stock Slips Ahead Of Q4 Print Due After Tuesday’s Closing Bell: Retail Sentiment Soars
March 04, 2025
The Finchat-compiled consensus calls for flat bottom-line results and 6.2% year-over-year revenue growth.
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Stocktwits
Most Retail Investors See AI Server Maker C3.ai Stock As Undervalued After Post-Earnings Dip
February 28, 2025
Most sell-side analysts tempered their opinions by citing the moderation in revenue growth to 26% from 29% in the previous quarter.
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Stocktwits
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Artificial Intelligence
Exposures
Artificial Intelligence
C3.ai Stock Slides Despite Q3 Beat But Retail Sentiment Turns Markedly Upbeat
February 27, 2025
CEO Thomas Siebel said the company expanded its global distribution network and advanced its leadership in agentic and generative AI.
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Stocktwits
Salesforce Stock Sinks As Weak Guidance Dents Sentiment, But Retail Undeterred
February 27, 2025
The company closed 5,000 Agentforce deals since October, more than 3,000 of which were paid.
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Stocktwits
Workday Q4 Earnings Round The Corner: Analysts, Retail Worry About Stock’s Valuation
February 25, 2025
The Finchat-compiled consensus calls for adjusted earnings per share of $1.78 and revenue of $2.18 billion, up 13.5% year over year.
Via
Stocktwits
Salesforce Stock Receives Price Target Cut Ahead Of Wednesday's Q4 Print - Retail Eyes Rally Reacceleration
February 25, 2025
A Citi analyst noted that Agentforce activity remained robust, but the company had to offer heavy discounts to drive adoption.
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Stocktwits
Zoom Video Stock Headed Toward One-Month Low As Lackluster Guidance Takes Sheen Off Q4 Beat: Retail Mood Mixed
February 25, 2025
The company ended the quarter with 192,600 enterprise customers, up slightly from 192,400 in the previous quarter.
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Stocktwits
Dropbox Stock Slumps As Downbeat Guidance Takes Sheen Off Q4 Beat: Retail Confidence Nosedives
February 21, 2025
The company said it brought its AI-powered product, Dash for Business, to market and restructured its core business to be even more efficient.’
Via
Stocktwits
Five9 Stock Poised To Record Biggest Gain In Over 2 Years On AI-Powered Q4 Beat: Retail Upbeat
February 20, 2025
CEO Mike Burkland said the company is well positioned with its AI-powered platform and trusted AI experts to continue driving durable long-term growth
Via
Stocktwits
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Workday Stock Snags Ratings Downgrade Ahead Of Next Week’s Q4 Report: Retail Stays Downbeat
February 19, 2025
Analyst Keith Weiss said he would be more constructive on the stock if growth stabilizes and accelerates back to the management’s 15% target.
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Stocktwits
Snowflake Stock Nears One-Year High As Analyst Upgrade Signals Strength In Cloud Data Demand: Retail Takes Notice
February 18, 2025
Snowflake has surged 46% in six months, and Wolfe Research believes the momentum will continue as demand trends improve.
Via
Stocktwits
Adobe Analyst Says ‘Step In The Right Direction’ As Company Announces AI Video Generation Tool, Firefly Subscription Plans: Retail’s Unimpressed
February 12, 2025
he company said the new Firefly Model is the industry’s first commercially safe artificial intelligence video generation model, which can generate IP-friendly video content
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Artificial Intelligence
Exposures
Artificial Intelligence
Freshworks Analysts Boost Price Targets After Solid Q4 Results, But Retail Turns Cautious
February 12, 2025
CEO Dennis Woodside said the company outperformed its previously provided estimates again in the fourth quarter across all our key metrics.
Via
Stocktwits
Freshworks Stock Rises Premarket After Analyst Predicts 19% Upside Potential: Retail Sentiment Flips To ‘Bearish’
February 06, 2025
UBS said demand for Freshworks products continued to be a “tale of two cities.”
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