Oracle, Snowflake Lead AI Charge: Wedbush Sees Generative AI Driving 2025 Software Boom

GuruFocus.com01-03

Analysts at Wedbush, who also highlighted Palantir (PLTR), Salesforce (CRM), MongoDB (MDB), and Elastic (ESTC), have found Oracle (ORCL) and Snowflake (NYSE:SNOW) as prominent artificial intelligence ...

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Ives remarked, \"The AI software era is now here,\" referring to a turning point for the computer industry among what he described as a \"4th Industrial Revolution.\"Comparatively to \"the new gold and oil,\" Ives highlighted Nvidia (NVDA) as the driver of artificial intelligence's spread from its processors. Emphasizing the fundamental role cloud providers and hyperscalersincluding Microsoft (MSFT), Google (GOOGL), and Amazon Web Services (AMZN)played during AI's first expansion phase, he highlighted.\n\nWarning! GuruFocus has detected 4 Warning Signs with SNOW.\n\nWedbush gave Snowflake, Elastic, and MongoDB \"Outperform\" ratings; respective price goals were $190, $135, and $360. Snowflake saw decreases for much of 2024 but rebounded in December. Early Thursday trading saw gains for Oracle, Salesforce, Elastic, and Snowflake as excitement for AI-driven prospects improved.This article first appeared on \nGuruFocus.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2500414903"}