I'm Carl Kintanilla. You're listening to CNBC's Tech Check. Our show is live weekdays at 11 a.m. Eastern. Listen Check. I'm Carl Ketania with John Ford and Deer Dervosa.

Today, the NASDAQ is coming off record highs. FANGs been on a roll this week. Can anything stop the tech rally? Tom Lee is going to weigh in today.

We're going to talk some cybercash as Google and Microsoft shell out billions after visiting the White House. And then

later is Joe Rogan losing some influence thanks to Spotify. A reporter behind that story

joins us this hour as well, John. Yeah, and a flurry of power companies reporting results last night,

including Snowflake revenue topping analyst

expectations more than doubling up 104% year over year. The loss of an adjusted four cents

per share was smaller than expected. Comments from management upbeat, they raised full year

guidance for the second time. CEO Frank Sloopman joined Jim Kramer on Mad Money last night,

and here's what he had to say about

the company's growth strategy. One of the great things about the snowflake businesses,

we don't have to do large acquisitions like so many companies do to build runaway in front of their

companies. We are not just in the very large market, we're in a market that is dynamically

unfolding in front of us, right?

There's no telling how large this thing will get. And we're just here to enable it to the absolute

best of our abilities. And you're seeing the effects of that in our reporting.

Like a revenue snowball rolling downhill, perhaps. A year ago, Snowflake was one of the hottest new public listings, but the gains were front-loaded, and the stock has not outperformed the broader markets in 2021. Most of its gains for the year came in the past few hours. The other big player, of course, Salesforce, they beat on the top and bottom lines in Q2. The company also raising guidance after the completion of its

$27.7 billion acquisition of Slack. They are doing M&A. Unlike other businesses warning of a

slowdown due to rising COVID cases, Salesforce, one of the many cloud companies that are

benefiting, CEO Mark Benioff saying, I don't think the Delta variant will be material to our business.

If anything, it only accelerates it. Deirdre, we've seen this again and again, thinking back to

Microsoft earnings, to Amazon, and the cloud gains there. The Delta variant seems to have

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