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Breaking Analysis with Dave VellanteAuthor: SiliconANGLE
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR. Language: en-us Genres: Business, Entrepreneurship, Technology Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Investors Fret as CAPEX & Azure Growth Decouple
Episode 304
Monday, 2 February, 2026
In this Breaking Analysis we unpack nuggets from Microsoft’s Q2 2026 earningsprint and explain why in our view, the street’s negative reaction misses thebigger picture.








