ASOS customers got an ominous notification this morning. Here's what the retailer is telling users.

Impact · against what's priced in

The ASOS data breach is a new negative for ASC.L and MKS.L, though the impact on MKS.L is minimal as it is mentioned only for historical context. For Snowflake, the news is a non-event as the company confirmed no platform compromise, maintaining the existing growth and margin assumptions already baked into the price.

SNOW+0.00

Already priced in

The price assumes

The current consumption model monetizing existing data workloads