Software earnings vs. AI disruption

02:20pm, Monday, 23'rd Feb 2026
CNBC's Deirdre Bosa reports on news regarding software's impact from AI.
Snowflake's fiscal fourth-quarter results are likely to benefit from an increasing clientele and an expanding partner base amid increasing competition.
No-Headquarters/BOZEMAN, Mont.--(BUSINESS WIRE)--Snowflake (NYSE: SNOW), the AI Data Cloud company, today announced that Cortex Code CLI, Snowflake's AI coding agent for local development environments
Nvidia reenters PC market, Fool favorites report amid tariff troubles, and more
Lansforsakringar Fondforvaltning AB publ raised its position in shares of Snowflake Inc. (NYSE: SNOW) by 4.0% in the third quarter, according to its most recent filing with the SEC. The firm owned 99,
Snowflake Inc. (NYSE: SNOW - Get Free Report) Director Frank Slootman sold 100,000 shares of the company's stock in a transaction on Wednesday, February 18th. The shares were sold at an average price
AverySheffield, Vantage Rock, joins 'Closing Bell' to talk the state of software stocks and the impact of today's tariff ruling.
RingCentral and Five9 rallied on the back of strong fourth-quarter results, bucking the recent downtrend in software stocks. Both customer service software firms said AI has helped their businesses an
Beyond analysts' top-and-bottom-line estimates for Snowflake (SNOW), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarte
NEW YORK, Feb. 19, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Snowflake Inc. ("Snowflake" or the "Company") (NYSE: SNOW). Such investors are advised to conta
SNOW hits $100M AI run rate early as new AI tools and major partnerships boost its enterprise push despite rising Amazon and Oracle rivalry.
San Diego, California--(Newsfile Corp. - February 19, 2026) - Johnson Fistel, PLLP is investigating whether Snowflake Inc. (NYSE: SNOW) or its executive officers complied with the federal securities l
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often
Snowflake Inc. faces AI-driven valuation pressure but remains positioned for robust growth via AI integration and enterprise migration tailwinds. SNOW's shift to an enterprise AI platform, highlighted
AUSTIN, Texas--(BUSINESS WIRE)-- #AI--Liquibase Secure 5.1 closing a critical gap in data platform security, compliance, and AI readiness, and expands database platform coverage.
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