#SNOW

AI Stock Picks Today: NVDA, PLTR, DDOG - August 10, 2026

CoreWeave and Oracle power AI infrastructure surge as hyperscalers sweep Monday rally

CoreWeave surged 19.5% on Monday as lenders restructured its $8.5 billion debt facility and Truist upgraded the AI cloud provider to Buy. Oracle jumped 9.2% on full-year cloud momentum while the Nasdaq gained 2.1% to 25,913 as easing geopolitical tensions drove one of the strongest sessions in weeks for AI stocks.

AI Stock Picks Today: MSFT, CRWV, MU and More Trade Ideas (July 31, 2026)

Microsoft's blowout Azure quarter lifted semiconductors and AI cloud stocks broadly. Today's best AI stock trade ideas: MSFT long, CRWV recovery, MU momentum, AMD pre-earnings calls, META short, SNOW and NET breakouts. Scores and stops included.

AI Stock Picks Today: ServiceNow, Datadog, ARM Trade Ideas - July 30, 2026

ServiceNow leads today's AI stock picks with Conviction 8/10 post-earnings breakout. ARM is the top short after its July 29 earnings breakdown. Eight trade ideas with entries, stops, and probability scores for active traders.

AI Stock Picks Today: PLTR, NOW, NVDA Trade Ideas - July 28, 2026

Top AI stock trade ideas for July 28, 2026: Palantir long ahead of Aug 3 earnings (conviction 8/10), ServiceNow long on post-earnings momentum, NVIDIA short on circular-financing fears and chip rout. 10 setups with entry, stop, and target levels.

ServiceNow and Snowflake surge on enterprise AI rotation as chip equipment retreats, SOXX -5.6%

Enterprise software staged a decisive rotation above chip-equipment stocks on Friday, with ServiceNow, Snowflake, Datadog, and MongoDB each surging 7-10% on AI spending momentum. Applied Materials and Lam Research fell sharply in post-Micron profit-taking, pulling the SOXX semiconductor ETF down 5.64%.

Intel and AMD lead chip rally on Computex AI push as cloud software sells off, SOXX +1.76%

AI cloud software names shed 6-8% on rotational selling Wednesday while Intel and AMD each gained more than 4% on a Computex AI showcase. Broadcom reported record second-quarter revenue of $22.2 billion after the close.

SMCI and Applied Materials lead AI equipment surge at Computex, SOXX +5.79%

Semiconductor equipment stocks surged on Tuesday as Jensen Huang confirmed Nvidia's Vera Rubin entering full production at Computex 2026. SOXX jumped 5.79%, SMCI added 7%, and AMAT gained 7% while Snowflake and Dell gave back recent gains on profit-taking.

MongoDB and ARM surge as Computex ignites enterprise AI spending cycle, Nasdaq closes at record

MongoDB surged 20% and ARM jumped 16% Monday as NVIDIA's Computex RTX Spark launch and a wave of Q1 software earnings beats drove the Nasdaq to a fresh all-time high.

Snowflake and ARM lead AI software surge as Q1 beats revive enterprise AI thesis, SOXX +0.97%

Snowflake erupted 36.5% on a Q1 blowout and $6 billion AWS deal, triggering the broadest AI software rally of 2026. ARM Holdings rebounded 10.8%, MongoDB jumped 22% after hours on its own earnings beat, and Cloudflare surged 9% on a new Anthropic partnership.

Dell and AMD lift AI hardware names on server backlog surge and Q1 blowout, SOXX +2.4%

Dell Technologies surged 16.8% as a Las Vegas product conference and a wave of analyst upgrades confirmed a $43 billion AI server backlog; Advanced Micro Devices and Arm Holdings extended their post-earnings rallies while Nvidia slipped on rising bond yields.

Arm and Snowflake outpace yield selloff as Nvidia earnings loom, SOXX +0.18%

Arm Holdings rose 3.73% and Datadog gained 3.03% as post-earnings momentum held against rising bond yields, while Palo Alto Networks shed 3% after a 30-session surge. Nvidia reports after the close on May 20.

Datadog and MongoDB lead AI software surge as Arm Holdings slides on earnings, SOXX -2.86%

Datadog surged 31.3% on Q1 2026 revenue of $1.006 billion, well above estimates, while MongoDB and Snowflake rallied on cloud spending confidence; Arm Holdings fell 10.1% despite a record quarter as smartphone concerns weighed.