On Thursday Snowflake said it was buying app monitoring startup Observe, confirming our earlier scoop. The sale, which we had ...

Snowflake compresses data and keeps it in low-cost object storage services to lower customers’ infrastructure bills.

Snowflake, the AI Data Cloud company, is acquiring Observe, a leader in AI-powered observability-enabling Snowflake to deliver the next generation of AI-powered observability, built on open standards ...

Snowflake is bolstering its data stack to make the platform better suited to the sheer volume of data produced by AI agents.

Argus upgrades Snowflake (SNOW) to Buy with a $300 target, citing GenAI demand, margin expansion, and Google Cloud/Palantir ...

MDB's expanding partner ecosystem is embedding the platform into developer tools and hyperscalers, lowering adoption friction ...

The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.

Snowflake shows rising price performance, earning an upgrade to its IBD Relative Strength Rating from 79 to 83.

SNOW has gone nowhere since August 2025 and recently fell 18%; I think it still needs 20-30% downside before risk-reward ...

As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.

AI agents didn’t fail in 2025 — the plumbing did. Fixing it in 2026 means smarter logs, async workflows and richer data ...

MDB's Atlas is positioned to sustain subscription growth as enterprises scale cloud databases and move AI workloads into production.