Outside of Nvidia (NVDA) earnings, Snowflake (SNOW) shares soared after a strong report. Kevin Green points to "optimism" in the company's A.I. story as a positive. SNOW added a larger partnership with OpenAI and integration into Microsoft (MSFT) Azure as the company further defines its role in the A.I. space. Elsewhere, Salesforce (CRM) misses Street estimates for revenue. Kevin points to weaker FY26 guidance as a "frustration" for investors to grapple with.