Jordan Handmaker

[Dave @davebftv]

Bears QB Caleb Williams will be on the cover for Madden 27 according to @MUTLeaksXXVII

[Market Rebellion @MarketRebels]

Snowflake's $SNOW price just soared to a 2026 high thanks to AI. So what happened to the SaaSpocalypse? @petenajarian @jonnajarian break it down and they saw #UOA #ITSNOTANOPTION 📙

[Sam Badawi @Sam_Badawi]

Brad Gerstner, CEO of @AltimeterCap highlighted that $SNOW delivered 33% growth versus expectations for 27%, while also raising full-year guidance by more than the size of the Q1 beat.

He said AI token consumption is accelerating Snowflake’s core business, with products like Snowflake Intelligence and Cortex Code reaching “critical mass” during the quarter. @altcap

This is extremely bullish for the datacenter buildout and why his firm has large holdings in $NVDA $TSM $CRWV and $ARM

[Shams Charania @ShamsCharania]

Breaking: The NBA's Board of Governors has passed new anti-tanking rules that include expanding the draft lottery from 14 to 16 teams, a relegation zone where the bottom 3 teams get penalized with lessened chances for the No. 1 pick, and flattened odds, sources tell ESPN.

[Brett Kessler @BrettKessler__]

I am watching Snowflake $SNOW absolutely rip after hours following this massive earnings print, and the market is finally getting it.

Retail spent the last year thinking this was a dead legacy cloud stock. They completely misread the board. Here is why the tape looks like this today. 🧵

[PGA Championship @PGAChampionship]

Rory McIlroy went full send and drove the 397-yard sixth. 💪

#PGAChamp

[Michael Hultman @TheHultmanBeat]

The #Bulls will have

No. 4
No. 15
No. 38
No. 56

And over 60 Million in cap space. 👀

[Dave @davebftv]

Caleb Wilson.

Chicago.

[Shams Charania @ShamsCharania]

Top 4 order in the 2026 NBA Draft:

1. Washington Wizards
2. Utah Jazz
3. Memphis Grizzlies
4. Chicago Bulls

[Shams Charania @ShamsCharania]

Just in: The Chicago Bulls are hiring Atlanta Hawks senior vice president Bryson Graham as the franchise's new Executive Vice President of Basketball Operations, sources tell ESPN. Graham spent 15 years in New Orleans before joining Atlanta last offseason, rising from an intern to GM, and now becomes the Bulls top executive.

[Evan @StockMKTNewz]

JUST IN: THE AI INVESTMENT GROWS

Amazon, Microsoft, Google and Meta Platforms just updated their guidance and now plan to spend a combined

$710 BILLION on CAPEX this year

Amazon $AMZN: $200B
Microsoft $MSFT: $190B
Google $GOOGL: $185B
Meta Platforms $META: $135B

[Annmarie Hordern @annmarie]

WSJ: After spending recent weeks on life support, LIV Golf has lost the funding of its Saudi backers. LIV plans to tell players and staff by Thursday that Saudi Arabia's Public Investment Fund will no longer bankroll the circuit after this season, according to people familiar with the matter.

[Underdog MLB @UnderdogMLB]

Moisés Ballesteros grand slam

Ballesteros this season:
.400 BA
5 HR
16 RBI
1.181 OPS

[Big Cat @BarstoolBigCat]

Think AK is watching and thinking “yeah but all those second round picks could be better than Ayo, why won’t the broadcast mention that”

[Tom Pelissero @TomPelissero]

Former South Dakota State and Iowa QB Mark Gronowski — the winningest quarterback in college football history — is signing with the Dolphins, source said.