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 ...

Databricks’ acquisition of Tabular puts new pressure on competitors such as Snowflake and Confluent as cloud data management rises in importance as a technology necessary for AI initiatives. Last week ...

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 ...

As customers try to “get artificial intelligence right,” the need to rationalize siloed data becomes increasingly important. Data practitioners could put all their data eggs into a single platform ...

Artificial intelligence (AI) and data software firm Databricks (PC:DTBRK), a rival to Snowflake ($SNOW) and Oracle ($ORCL), ...

The data industry has arrived at a pivotal juncture that echoes the themes we’ve charted in previous Breaking Analysis episodes, from The Sixth Data Platform through The Yellow Brick Road to Agentic ...

The streak of negative news continued at Snowflake after the company reported somewhat softer-than-expected FY25 Q2 results. The bear thesis centered around increasing competitive threats, decreasing ...

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, ...

Databricks and Snowflake are at it again, and the battleground is now SQL-based document parsing. In an intensifying race to dominate enterprise AI workloads with agent-driven automation, Databricks ...