Palantir (NASDAQ: PLTR | PLTR Price Prediction) and Snowflake (NYSE: SNOW) both just reported quarters that reframed how agentic AI actually reaches enterprises.

SNOW's AI-driven products fuel 34% product revenue growth, while new model-routing capabilities strengthen its enterprise AI push.

Today's selling in

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

SNOW's AI adoption is growing rapidly, but Dell Technologies' stronger earnings momentum, AI server demand and diversified drivers may offer greater upside.

Lee Ainslie's Maverick Capital executed one of its most dramatic portfolio rotations in years, pivoting away from mature chip leaders and consumer discretionary names.

In the most recent trading session, Snowflake Inc. (SNOW) closed at $325.5, indicating a -1.4% shift from the previous trading day.

UBS is telling clients that artificial intelligence is translating into real, growing spend on Snowflake, and the bank remains Buy-rated on the stock heading into its fiscal second-quarter results on September 2. The bank's analysts spoke with seven enterprise partners and customers to gauge demand trends, adoption of Snowflake's Cortex Code and Coco tools, and the risk that large language models could eat into spending on established data software vendors.

Shares of Snowflake (NYSE:SNOW | SNOW Price Prediction) have been melting up in recent months, thanks in part to an outstanding quarterly showing and a few big sell-side analyst upgrades.

No-Headquarters/BOZEMAN, Mont.--(BUSINESS WIRE)--Snowflake (NYSE: SNOW), the AI Data Cloud company, today announced dynamic model routing2 within Cortex AI Gateway and Snowflake's flagship AI products, alongside expanded access to leading open models. Snowflake's innovations help enterprises reduce unnecessary AI spend and improve what Snowflake calls intelligence efficiency, measuring how effectively companies turn compute, models, data, and context into business impact. The new capabilities b.