Snowflake

SNOW

Market cap $85.1B

Salesforce (CRM) reports earnings Wednesday, with focus on growth, AI impact, and its competitive moat amid historically low valuation. AI is reshaping retail, with U.S. retail site traffic up 805% year-over-year and Black Friday online sales hitting a record $11.8B.

Google's parent company received a relatively benign antitrust ruling that would not force Alphabet to sell its Chrome browser or Android operating system. Chipotle Mexican Grill reported mixed quarterly results as a result of tough year-over-year comparisons and an uncertain macroeconomic environment. We initiated a position in Oracle, which is highly levered to the ongoing artificial intelligence infrastructure build-out.

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Snowflake Inc. (SNOW) closed at $251.24 in the latest trading session, marking a +1.04% move from the prior day.

Snowflake stock is performing well thanks to strong fundamentals. Earnings are coming up with the stock market back near all-time highs.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Get a deeper insight into the potential performance of Snowflake (SNOW) for the quarter ended October 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Some investors consider the stock overvalued. The stock remains GAAP unprofitable and carries high execution risk. AI is quickly becoming the company's largest growth driver.

Snowflake developed the innovative Data Cloud, which helps businesses aggregate their valuable data across different cloud platforms. The company also offers an expanding portfolio of services to help its customers turn their internal data into powerful artificial intelligence (AI) software.

CNBC's "Closing Bell" team discusses the setup for stocks going into year-end with Tom Lee of Fundstrat.