Microsoft’s New Coding Model, Apple’s New Push for AI on Devices, Snowflakes Shares Jump

D.A. Davidson’s Gil Luria and BEP Research’s Ben Pouladian talk with TITV Host Akash Pasricha about Snowflake's accelerating revenue growth and Salesforce's disappointing Q2 guidance. We also talk with The Information’s Apple reporter Aaron Tilley about Apple's strategy to shrink Google Gemini models onto devices, and Microsoft reporter Aaron Holmes about the company's plan to release homegrown coding models to protect GitHub Copilot from competitors like Cursor. Articles discussed on this episode:

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Microsoft’s New Coding Model, Apple’s New Push for AI on Devices, Snowflakes Shares Jump is an episode from The Information's 411 by The Information.

This episode is 00:32:58 long.

This episode was published on May 28, 2026.

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