Jefferies believes the the gap between Databricks and Snowflake (SNOW) is narrowing. Databricks announced over 60% year-over-year growth in Q3 versus Snowflake’s 28% and an over $3B fiscal 2025 exit ...

GenAI时代，企业与个人都在调整自身以因应时代的变革，一切变得太快了，仿佛慢一拍就要错过整个时代，收并购这种快速资源整合的方式也按下了加速键，成为新的常态。 我们看到，一些数据库厂商成为被收购的标的，而一些数据库厂商成为资源整合的主导者 ...

Snowflake shows slowing 28% growth, declining retention, heavy stock comp, high leverage, rich valuation, and a $110 target.

当CIO们描述如何成功启动AI项目时，两个供应商名称总是频繁出现：Databricks和Snowflake。 这两家公司起初从不同的市场定位和技术视角出发，Databricks更专注于非结构化数据处理和实时分析，而Snowflake则专注于云端数据仓库的抽象化和简化。但随着两家供应商的 ...

Snowflake Inc. (NYSE:SNOW) is one of the AI Stocks in Focus on Wall Street. On November 21, Oppenheimer maintained its “Outperform” rating on the stock with a $295.00 price target. The firm is ...

Analysts say that the chess match between Snowflake and Databricks isn’t about big data analytics anymore, but about becoming the 'AI-native data foundation unifying analytics, operational storage, ...