$SNOW Snowflake Tape Reports
Per Ticker.id: $SNOW Snowflake Tape Reports — 21 podcast mentions across 8 podcasts (30 days), latest 2026-08-26 16:15 UTC.
Yeah. So I think as you look at Oracle, they kind of have a piece of the software business that's well positioned. I would say that's their database business. So the stuff where, you know, they've historically been very dominant in that, those types of businesses are getting rerated in the market. You look at Snowflake and some of the, you know, Palantirs of the world, the applications business for them, right? That's where they would compete against a Workday or Salesforce, etc., right? Those are the the, the parts the market has perhaps more issues with. What I would say, though, is you look at their growth rate in applications, they're actually gaining share. They're growing faster than Salesforce and Workday in their respective areas. And I think they actually are doing some interesting things embedding AI directly into those products. So I would say they're better positioned versus some of the others in the software space given they have the database mix and then their apps business. Business is actually growing faster than their peers.
Tyler Radke — Squawk on the Street · 11AM Hour: Nvidia Earnings on Deck, Barclays Global Head of Tech Investment Banking & Citi Opens Positive Catalyst Watch on Oracle 8/26/26 · 2026-08-26Customer trust can make or break your business, and the more your business grows, the more complex your security and compliance tools get. It can turn into chaos, and chaos isn't a security strategy. That's where Vanta comes in. Think of Vanta as your always-on, AI-powered security expert who scales with you. Vanta automates compliance, continuously monitors your controls, and gives you a single source of truth for compliance and risk. So whether you're a fast-growing startup like Cursor or an enterprise like Snowflake, Vanta fits easily into your existing workflows so you can keep growing a company your customers can trust. Get started at vanta.com/marketplacepm. That's vanta.com/marketplacepm.
Speaker I — Marketplace · Does Canada need new energy partners? · 2026-08-24Customer trust can make or break your business, and the more your business grows, the more complex your security and compliance tools get. It can turn into chaos, and chaos isn't a security strategy. That's where Vanta comes in. Think of Vanta as your always-on, AI-powered security expert who scales with you. Vanta automates compliance, continuously monitors your controls, and gives you a single source of truth for compliance and risk. So whether you're a fast-growing startup like Cursor or an enterprise like Snowflake, Vanta fits easily into your existing workflows so you can keep growing a company your customers can trust. Get started at vanta.com/marketplacepm. That's vanta.com/marketplacepm.
Speaker K — Marketplace · Sec. Bessent's big plan to finance the national debt · 2026-08-20I've already got my initial investment out of the stock, so I'm playing with house money. But tell me, Jim, what should I do? Hold, sell, or buy more Snowflake?
Speaker E — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/18/26 · 2026-08-18You don't want to sell that Snowflake, man. That thing is hot as a— this is a stock that is so obviously going to have an upside surprise that I just question whether it'll be surprising when they report the upside. But I think you absolutely want to hold it. Congratulations. See, this fellow Chris, he made real money. We could sit here and be fooling around with the S&P, S&P, S&P, just talk about S&P, S&P, S&P. But you know what? If you do that, well, why be on TV? John in Florida. John. Booyah, Jim. Booyah, John. What's going on?
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/18/26 · 2026-08-18Carl, people want a stock that is not necessarily pure data center, that does have consumption of the cloud, and they're going and flocking to Snowflake. It's been the stock that I think people have just fallen in I'm in love with. It's down a little bit today, rang the closing bell yesterday. The fundamentals are all really fabulous. And it's in Bozeman, Montana, which is not far from where I'm going.
Jim Cramer — Squawk on the Street · Global Bond Sell-Off Weighs on Stocks, Home Depot Beats, Meta Heads to Trial 8/18/26 · 2026-08-18Customer trust can make or break your business, and the more your business grows, the more complex your security and compliance tools get. It can turn into chaos, and chaos isn't a security strategy. That's where Vanta comes in. Think of Vanta as your always-on, AI-powered security expert who scales with you. Vanta automates compliance, continuously monitors your controls, and gives you a single source of truth for compliance and risk. So whether you're a fast-growing startup like Cursor or an enterprise like Snowflake, Vanta fits easily into your existing workflows so you can keep growing a company your customers can trust. Get started at vanta.com/marketplacepm. That's vanta.com/marketplacepm.
Speaker I — Marketplace · Long-term bond yields hit a long-term high · 2026-08-13So, Ali, I got to ask the Snowflake question because that's the public company comp that you're always going to get right now. And, you know, as a private company, your valuation is much bigger than theirs. But, you know, their profitability picture looks a lot different from yours. I think they're looking at, what, 23% free cash flow margin. Margins, but you're still optimizing for growth. I mean, if you're concerned with growing things like Lakebase, does that become an incentive for you to stay private for longer? Because then you don't have to quarter after quarter ride the profitability train that the likes of us— of Snowflake do.
John Fortt — Squawk on the Street · 10AM Hour: Databricks CEO on New Funding Round & IPO Timeline, Bullish CEO Tom Farley, Shippers Detail Hormuz Disruption 8/13/26 · 2026-08-13