Research
PANW, CRWD and the Software AI Capex Second Wave
Six of eight software names are above their 200-day MA as PANW posts FY26 Q3 strength and CRWD prints a second-wave beat.
SNOW
Snowflake Inc.
NYSE · USTechnologySoftware - Application
$274.34+2.02%
Price as of Jul 20, 2026
SNOW analysis
Snowflake Inc. stock analysis
Published Drillr research and company-specific analysis. Existing articles keep their current URLs and citation behavior.
Research
Dimon's $725B AI Capex Call: NVDA and PLTR Win as Snowflake and Salesforce Face Disruption
Jamie Dimon's $725B 2026 AI capex forecast spotlights NVIDIA, Microsoft, Amazon, and Palantir as infrastructure winners, while Snowflake and Salesforce face SaaS disruption risks. NVDA leads conviction rankings amid explosive growth; article details financials and verdicts for all six.