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Breaking Analysis with Dave Vellante

Breaking Analysis with Dave Vellante

Written by: SiliconANGLE
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Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.

© 2026 Breaking Analysis with Dave Vellante Economics Leadership Management & Leadership Politics & Government
Episodes
  • theCUBE Research 2026 Predictions: The year of enterprise ROI

    theCUBE Research 2026 Predictions: The year of enterprise ROI
    Feb 14 2026

    Hello and welcome to this Breaking Analysis where top analysts of theCUBE Research team including myself, Paul Nashawaty, Bob Laliberte, Sam Weston, Scott Hebner and Christophe Bertrand share our predictions for 2026 and beyond.

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    1 hr and 10 mins
  • Cloud earnings bring clarity, concern and confusion

    Cloud earnings bring clarity, concern and confusion
    Feb 7 2026

    In this Breaking Analysis we squint through the statements made by company managements on this week's earnings calls, including what we see as some assumptions that conflict with our scenario for how the AI buildout will evolve. In particular, while operators are understandably focused on Nvidia’s gross margins, we believe observers are underestimating the cost advantages that Nvidia will have relative to GPU alternatives, including those from AMD, Intel and hyperscalers.

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    30 mins
  • Investors Fret as CAPEX & Azure Growth Decouple

    Investors Fret as CAPEX & Azure Growth Decouple
    Feb 2 2026

    In this Breaking Analysis we unpack nuggets from Microsoft’s Q2 2026 earnings
    print and explain why in our view, the street’s negative reaction misses the
    bigger picture.
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    26 mins
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