SNOW
News of the Week
News of the Week (June 1-5, 2026)
Table of Contents * 1. Lemonade (LMND) – Co-Founder/CEO Daniel Schreiber Interviews with Piper Sandler * 2. Alphabet (GOOGL) – Capital Raise & Special Call * 3. Axon
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SNOW
Snowflake (SNOW) Earnings Review
Housekeeping: * My detailed Zscaler Earnings Review can be found here. * Salesforce and MongoDB earnings reviews will come tomorrow. * Snowflake 101 (intro to the business) can
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Earnings Review
Nu & Cava Earnings Reviews
Table of Contents * 1. Nu (NU) – Detailed Earnings Review * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet & Credit Data * e.
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NOW
Snowflake Earnings Review, ServiceNow M&A & PayPal + SoFi CFO Interviews
Mid-week news.
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