Snowflake shows slowing 28% growth, declining retention, heavy stock comp, high leverage, rich valuation, and a $110 target.

Data teams, application owners, and IT all want agentic AI. Figuring out who funds it is complex - and the organizational reality doesn't match vendor architecture slides.

I’ve seen my fair share of corporate reincarnations. But what Oracle (ORCL) has pulled off over the last 24 months isn’t just ...