Early Snowflake Investor Nails a 50% Rebound That May Only Be Warming Up

Snowflake has quietly become one of the loudest AI-software rebounds of the year. Shares changed hands at $260 on Wednesday, up ~54% from the $169 close on February 25, when the Q4 print landed into a ...
InfoQ

Cloudflare Details Unified Data Platform Where Billing Workloads Account for 53% of Queries

Cloudflare details Town Lake, an internal unified data platform, and Skipper, an AI analytics agent unifying access to operational, billing, security, and business data. The platform processed ~91K ...

Despite Dropping 26% This Year, Microsoft is a No-Brainer Buy

Microsoft (NASDAQ:MSFT) has been brutalized in 2026, down 26.72% year to date and 7% in the past week alone, even as ...
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Wall Street tech analyst: Micron could 4x if the AI cycle lasts through 2030

Quick ReadLuria says Micron could 4x by 2030 while Microsoft's 19x P/E looks cheap given its 50% AI compute backlog advantage ...