Jon, Matt, and Travis start the episode by talking about Snowflake’s latest financial results that were catalyzed by one of its newest AI product offerings. The team then talks about the sluggish environment for refinancing mortgages as well as the publicly-traded companies that are impacted. And finally, they finish up talking about some hidden opportunities exposed by Fertitta Entertainment’s acquisition of Caeser’s Entertainment.

Jon Quast, Matt Frankel, and Travis Hoium discuss:
-Snowflake’s latest quarter
-Cloud computing versus AI software
-Plunging demand for mortgage refinancing
-Caeser’s sale to Fertitta Entertainment
-The sneaky potential benefit to VICI Properties

Companies discussed: Snowflake (SNOW), Amazon (AMZN), Rocket Companies (RKT), Caesar’s Entertainment (CZR), VICI Properties (VICI)

Host: Jon Quast
Guests: Matt Frankel, Rachel Warren
Engineer: Dan Boyd

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