Aug. 20 at 7:30 AM
$SNOW $FTNT $ACN $MO $ADP Snowflake benefits from cloud-data and AI workloads, Fortinet benefits from cybersecurity spending, Accenture benefits from enterprise technology investment, Altria benefits from consumer-product demand, and ADP benefits from employment and payroll activity. I'm watching cloud consumption, security budgets, technology spending, volumes, and labor trends.