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The Latest Breaking News from Kash Rangan

Snowflake Q3 AI Momentum Spikes Bookings 50%; Upside Falls Short Of Q2

Shares of Snowflake Inc. (NYSE:SNOW) tanked in early trading on Thursday, even after the company reported upbeat third-quarter results on Wednesday.

Benzinga

Salesforce's Q3 Wins Broad Analyst Praise As AI Momentum Builds

Shares of Salesforce Inc. (NYSE:CRM) rose in early trading on Thursday, after the company reported upbeat third-quarter results on Wednesday.

Benzinga

Top analyst sees U.S. stocks underperforming the rest of the world over the next decade as 'superstar' AI stocks make forecast uncertain

Peter Oppenheimer's report only mentions the word "bubble" once, but it's the elephant in the room.

Fortune

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Monday.com Beat On Revenue—But Analysts Say The Real Story Is Slower Sales

Shares of Monday.Com Ltd (NASDAQ:MNDY) were trading relatively flat on Tuesday, after the company Monday reported upbeat third-quarter revenues.

Benzinga

Datadog Posts 'Great' Q3 Beat, Analysts Praise 'Compounding Growth Ahead'

Shares of Datadog Inc (NASDAQ:DDOG) came under pressure in trading on Friday, despite an upbeat third-quarter results on Thursday.

Benzinga

Microsoft On Path To $5 Trillion Market Cap: Analyst Says 'AI Revolution Hits Next Gear'

Microsoft Corporation (NASDAQ:MSFT) highlighted AI and cloud growth during its first-quarter financial results. Here's what analysts are saying about the quarter and what comes next.

Benzinga

Microsoft's New OpenAI Deal Could Be Its Smartest AI Move Yet

Wall Street analysts see Microsoft Corporation's (NASDAQ:MSFT) restructured partnership with OpenAI as a milestone in its artificial intelligence strategy.

Benzinga

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Salesforce Targets $60 Billion Revenue By 2030: Why Analysts See Room For Margin Expansion

Salesforce Inc (NYSE:CRM) shares rallied in early trading on Thursday, after the company set a revenue target of $60 billion for fiscal 2030.

Benzinga

Intuit's Shift To Higher-Value Services, AI Integration Seen Powering Revenue, Profit Growth: Analysts

Analysts said Intuit’s (NASDAQ:INTU) growth prospects are underpinned by strong mid-market momentum, rising TurboTax Live adoption and expanding artificial intelligence-driven capabilities across its platform.

Benzinga

Monday.com Extends AI Momentum, Wall Street Shrugs Off Near-Term Pressures

Monday.com (NASDAQ:MNDY) showcased strong artificial intelligence momentum and new product growth at Elevate 2025, even as near-term revenue guidance weighed on shares.

Benzinga

MongoDB Targets $6 Billion Revenue Path With Atlas Growth And Legacy System Migrations: Analyst

MongoDB (NASDAQ:MDB) showcased its growing role in the modern data stack at Investor Day, unveiling product updates and artificial intelligence integrations to fuel growth.

Benzinga

Workday AI Push Signals Durable Growth And Sharper Margins Ahead

Workday (NASDAQ:WDAY) outlined stronger-than-expected operating margins, rising free cash flow, and accelerating artificial intelligence adoption at its Analyst Day, prompting optimism about long-term growth.

Benzinga

3 Tech Stocks to Buy Now for an AI ‘Rebirth’

AI is expected to boost these software stocks significantly and lead to a "rebirth" of their underlying businesses.

Barchart

Dollar General Analysts Point To Value Shoppers, Execution Strength As Guidance Rises

As consumer spending patterns shift amid economic uncertainty, retailers are adapting to evolving market dynamics and consumer preferences. These changes are influencing company performance and stock movements, creating a complex landscape for investors to navigate.

Benzinga

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Benzinga

Autodesk Stock Soars As Analysts Cheer Q2 Beat, 'Continued Momentum'

Autodesk Inc (NASDAQ:ADSK) shares rallied in early trading on Friday after the company reported upbeat fiscal second-quarter results.

Benzinga

Snowflake Analysts Raise Forecasts As Stock Jumps To 52-Week High On Strong Results

As the demand for data-driven insights and cloud-based solutions intensifies, companies providing these services are experiencing significant growth and investor interest. Snowflake Inc. (NYSE:SNOW), a leader in data cloud services, is at the forefront of this trend, capturing attention with its robust financial performance and strategic innovation.

Benzinga

MongoDB Scores Best Day Ever After Earnings Beat—Here's What Wall Street Thinks

MongoDB Inc. (NASDAQ:MDB) is enjoying its biggest one-day rally since going public in 2017.

Barchart

Wall Street Forecasts 71% Upside for This Under-the-Radar Tech Stock. Is It A Buy Now?

Datadog is growing rapidly, earning a “Strong Buy” rating on Wall Street.

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The Independent UK

In 2024, artificial intelligence was all about putting AI tools to work

Just over two years after the debut of ChatGPT, the world is getting a little savvier about what artificial intelligence technology can do for us and what it’s not so great at

Tom’s Hardware

Goldman Sachs says AI is too expensive and unreliable — firm asks if 'overhyped' AI processing will ever pay off massive investments

Goldman Sachs interviewed several experts to offer contrarian views on the future of AI, plus they looked at the challenges the technology faces if it wants to grow indefinitely in the future.

Barchart

1 Beaten-Down AI Stock With Around 63% Upside in 2024

The Street-high estimate for this cloud stock implies the shares can rally as much as 63% higher over the next 12 months.

Zenger

Microsoft Poised For Strong Q4 Earnings As AI Growth Takes Center Stage

Analysts expect EPS of $2.55 and revenue of $55.47B, with AI monetization seen as key driver of future growth.

Benzinga

Read What Made Goldman Sachs Bullish On Datadog

Goldman Sachs analyst Kash Rangan raised the rating on Datadog Inc (NASDAQ:DDOG) to Conviction Buy from Buy and put a $250 price target on shares, implying some 56% upside. Rangan noted that the company is "well-positioned" for success outside of its core products, notably in security, which could boost its total addressable market by $20…

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