GitLab Is Starting to Prove the Bears Wrong

GitLab delivered strong Q3 results with new ARR growing 42% year-over-year, its fastest pace in several years, and raised full-year guidance. The DevSecOps company is benefiting from AI-driven demand and introduced a new Flex pricing model. Large customer deals exceeded 150% growth, and the stock is trading at an attractive valuation despite its rebound.

09/06/2026, 8:30 AM • The Motley Fool

After a 17% Surge, Is Snowflake Stock Still a Buy as Revenue Growth Accelerates?

Snowflake stock surged 16.6% following strong fiscal Q2 earnings, with revenue climbing 35% YoY to $1.55B and product revenue accelerating for the third consecutive quarter. The company is positioned as a key platform for enterprise agentic AI deployment. However, the stock's valuation at 20x forward P/S is at the high end of its range, potentially capping near-term upside despite strong long-term growth prospects.

09/06/2026, 3:35 AM • The Motley Fool

Why GitLab Stock Soared 35% in August and Why It's Already Rocketed Higher

GitLab stock surged 34.9% in August as investor fears about AI making software obsolete ('SaaSpocalypse') proved overblown. Multiple analysts raised price targets, recognizing that AI would complement rather than replace complex enterprise software. GitLab's Q2 fiscal 2027 results exceeded expectations with 21% YoY revenue growth and strong forward guidance, validating the market's renewed optimism.

09/06/2026, 3:03 AM • The Motley Fool

Breakfast News: Week in Review

Nvidia agreed to acquire Hugging Face for $13 billion in a defensive move as customers develop competing chips, while MongoDB beat earnings expectations but fell 15% due to slower Q3 guidance. Token prices hit record lows, pressuring AI companies' business models. Uber cut 10% of workforce while lobbying against robotaxi regulations, and the Fed signals potential rate hold, impacting expensive AI stocks.

09/04/2026, 7:30 AM • The Motley Fool

Stock Market Midday, Sept. 3: Stocks Rally as Treasury Yields Fall, Broadcom Falls Despite Earnings Beat

U.S. stock markets rallied on September 3, 2026, as Treasury yields fell and the probability of a September rate hike decreased. Federal Reserve Governor Christopher Waller signaled a preference for holding rates steady unless inflation surprises emerge. The S&P 500, Dow Jones, and Nasdaq all gained over 1%, with industrials and financial services leading. Notable movers included Snowflake surging 20% on strong earnings, while Broadcom declined despite beating expectations. Nvidia gained on news of acquiring AI platform Hugging Face.

09/03/2026, 12:34 PM • The Motley Fool

Why Snowflake Stock Rocketed Higher Today

Snowflake stock surged approximately 20% after delivering strong Q2 fiscal 2027 results that beat analyst expectations. The company reported $1.55B in revenue (up 35% YoY) and $0.62 adjusted EPS (up 77%), exceeding consensus estimates. Snowflake raised its full-year 2027 guidance to $6.07B and provided optimistic Q3 guidance, demonstrating that AI developments are accelerating rather than hindering its business growth.

09/03/2026, 11:37 AM • The Motley Fool

If Amazon Is a Top Growth Stock, Then Why Does It Trade at Just 21.3x Forward Earnings While the S&P 500 Trades at 20.4x? This Is the Only Answer I Can Think Of.

Amazon trades at a modest 21.3x forward earnings despite strong growth, slightly above the S&P 500's 20.4x multiple. The company reported impressive Q2 results with 20% sales growth and AWS revenue up 37.5% year-over-year, driven by AI demand. The author attributes the relatively low valuation to market expectations that mega-cap companies face growth caps compared to smaller upstarts, despite Amazon's continued double-digit growth across e-commerce, cloud services, and emerging chip and satellite businesses.

08/23/2026, 7:15 AM • The Motley Fool

SpaceX Is Back Trading Near Its Opening-Day Price. History Says Shares Will Be Worth This Much in 1 Year.

SpaceX completed the largest IPO in history in June at $135, initially surging to $225 before retreating to around $150. Historical analysis of major tech IPOs shows a median 54% peak-to-trough decline in the first year. Based on past patterns, SpaceX stock could trade between $100-$170 over the next 12 months, with the median outcome suggesting a return to the IPO price of $135.

08/19/2026, 6:30 AM • The Motley Fool

Reddit vs. Snowflake: Which High-Growth Tech Stock Is a Better Buy in 2026?

The article compares Reddit and Snowflake as high-growth tech investments. Reddit achieved profitability with 69.4% revenue growth and a strong balance sheet, trading at a forward P/E of 30.1x. Snowflake generates higher free cash flow but remains unprofitable with 29.2% revenue growth and a forward P/E of 174.6x. The author recommends Reddit as the better 2026 buy due to its lower valuation, substantial revenue growth, and secure position through Google's reliance on its data for AI.

08/15/2026, 9:12 PM • The Motley Fool

SpaceX Has Slumped Since Its Debut. Here Is Where History Says the Stock Heads Next.

SpaceX's stock has fallen from its IPO peak of $211.39 to around $140, returning to its $135 debut price. The company's $2.64 trillion peak valuation (141x revenue) proved unsustainable as investors grew concerned about steep losses, aggressive spending, and the xAI acquisition. With a current 39x price-to-sales ratio and upcoming lockup expirations, analysts suggest the stock could decline further, citing historical patterns of hot IPO pullbacks.

08/12/2026, 2:10 PM • The Motley Fool

Down 0.5% in 2026, Is Palantir Stock a Buy?

Palantir Technologies has underperformed the market in 2026 despite accelerating AI-driven revenue growth of 93% year-over-year and strong commercial momentum. The company's security-focused approach and high profit margins (55% net margin) are attracting enterprise and government clients, but the stock's valuation of 50x 2026 revenue and 108x forward earnings presents significant risk if growth slows.

08/11/2026, 11:30 AM • The Motley Fool

Snowflake Director Benoit Dageville Sells $18.4 Million Stock

Snowflake Director Benoit Dageville sold 66,668 shares worth $18.4 million on July 15, 2026, through a pre-established Rule 10b5-1 trading plan adopted in April. The sale represented only 1% of his holdings, and he retains approximately 4.5 million shares valued at $1.24 billion. Analysts view this transaction as non-concerning for investors given its small percentage of total holdings and pre-planned nature.

07/29/2026, 3:30 PM • The Motley Fool

Planet Labs PBC vs. Snowflake: Is a Space Stock or AI Cloud Stock the Better Buy in 2026?

The article compares two unprofitable but rapidly growing companies: Planet Labs PBC, which operates 200+ satellites for Earth imaging, and Snowflake, a cloud data platform for AI analytics. Both face different competitive pressures and risk profiles. Planet Labs has lower valuation multiples but higher government revenue concentration, while Snowflake benefits from platform-agnostic positioning in the AI boom. The author gives a slight edge to Planet Labs for its stronger competitive moat, though neither is guaranteed long-term success.

07/27/2026, 4:10 PM • The Motley Fool

Glow Emerges From Stealth With $180 Million to Reinvent Endpoint Security in the AI Era

Glow, an AI-powered endpoint security startup founded by executives from Meta, Snowflake, and Claroty, has emerged from stealth with $180 million in funding at a $1.2 billion valuation. The company aims to redefine enterprise endpoint security with a prevention-first approach designed for the AI era, addressing the rapid adoption of AI tools on corporate devices.

07/22/2026, 6:00 AM • GlobeNewswire

CrowdStrike vs. Snowflake: Which Technology Stock Is a Better Buy in 2026?

CrowdStrike and Snowflake are compared as AI-driven enterprise software leaders. CrowdStrike offers cloud-native cybersecurity with a recurring subscription model, reporting ~21.7% revenue growth and near-profitability. Snowflake provides an AI Data Cloud platform with a consumption-based model, showing ~29.2% revenue growth but deeper losses and higher debt. The article recommends CrowdStrike for 2026 due to its more stable recurring revenue model and profitability, despite both trading at premium valuations.

07/18/2026, 10:14 PM • The Motley Fool