TradingKey - Databricks is currently one of the most highly valued private technology companies globally. Backed by giants including Microsoft (MSFT), Nvidia (NVDA), and Amazon (AMZN), its lead in the AI data platform sector continues to widen.

TradingKeySun, Jun 28

Microsoft Build 2026 In-Depth Analysis: In-House Chip Maia 200, MAI Model and Azure’s Cost Counterattack, and Ackman’s Long-Term Logic for a Large Position in Microsoft

Software hasn't been killed by AI; instead, it is being fed to grow even stronger. This article deconstructs why Microsoft's FY2026 Q3 earnings were misinterpreted, the truth behind the panic over approximately $190 billion in capital expenditure, and how the Maia 200 in-house chip, seven proprietary MAI models, and the Foundry platform moat showcased at Build 2026 address market skepticism. It also analyzes why hedge fund titan Bill Ackman exited Google at its lows to take a heavy position in Microsoft, including a four-layer fundamental framework and key risks.

TradingKeyThu, Jun 4

Snowflake Stock Forecast: Can AI Demand Drive SNOW Back to Its $317 Record High?

TradingKey - Snowflake stock surged to $280 after a 52% rally in five trading days. Can AI-driven growth and the Snowflake Marketplace push SNOW toward $317?

TradingKeyTue, Jun 2

Snowflake Stock: Is the AI Data Cloud Moat Worth the 36% Pop to $255?

Snowflake at $255, extending above the descending trendline breakout. Multi-cloud neutrality, Cortex AI, Iceberg moat. Q1 FY2027: $1.05B revenue +29%, RPO $4.8B. Target $281–$299.

TradingKeyMon, Jun 1

Farewell to SaaS Doom!US Stock Funds Are Systematically Shifting Positions, and the AI Application Sector Is Rebound

Tradingkey - On May 29, all three major U.S. indices moved higher. However, a subtle shift is occurring within the market that many have yet to notice: capital is quietly rotating into the AI application sector, which features lower valuations and healthier positioning. Since the start of the year,

TradingKeyFri, May 29

Snowflake Soars 36% After Stellar Q1 FY2027 Earnings - Is It Time to Buy SNOW at $239?

TradingKey - Snowflake Q1 FY2027: $1.05B revenue +29% YoY, product revenue +31%, RPO +28% to $4.8B. 36% breakout above multi-month descending trendline. SNOW at $239. Target $261–$280.

TradingKeyFri, May 29

Partnering With Amazon AWS, SNOW Stock Soars 36%, 2026 Stock Price May Reach $500

TradingKey - On May 28, Eastern Time, Snowflake (SNOW) shares surged nearly 40% intraday, closing with a 36% gain. The rally was driven by its latest financial results exceeding market expectations and the announcement of a five-year, approximately $6 billion cloud and AI infrastructure partnership with Amazon's (AMZN) AWS.

TradingKeyFri, May 29

Today’s Market Recap:Peace Deal Lifts US Stocks to Records; Snowflake Jumps 36%, Dell Soars 40% After Hours

TradingKey - U.S. stocks edged higher on Thursday, with all three major indexes hitting record highs, buoyed by news of a breakthrough in a peace agreement following a second round of military strikes between U.S. and Iranian negotiators near the Strait of Hormuz.

TradingKeyFri, May 29

US Pre-Market: Three Major Index Futures Fall, PCE Data in Focus, Snowflake Surges 38% Pre-Market

TradingKey - On Thursday ET, the three major US stock index futures declined broadly, with Nasdaq futures leading the losses. As of press time, Dow futures fell 0.16%, Nasdaq 100 index futures dropped 0.38%, and S&P 500 index futures were down 0.20%. Renewed tensions between the US and Iran pushed o

TradingKeyThu, May 28

Today’S Market Recap:Dow Hits Fresh Record, Snowflake Jumps over 30% After Hours, U.S. Oil Plunges Nearly 6%

TradingKey - The S&P 500 edged up 0.02% to 7,520.36, while the Nasdaq Composite added 0.07% to 26,674.73, supported by sustained enthusiasm for chip stocks. The Dow Jones Industrial Average rose 0.36% to 50,644.28, closing at a fresh record as investors rotated into blue‑chip names.

TradingKeyThu, May 28