Breaking Analysis with Dave Vellante Author: SiliconANGLE Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR. Be a guest on this podcast Language: en-us Genres: Business, Entrepreneurship, Technology Contact email: Get it Feed URL: Get it iTunes ID: Get it Get all podcast data

Listen Now...

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.

We also recommend:

Barrie Mahoney's posts
Barrie Mahoney

OnlineSolutions.co.uk Podcast
Online Solutions

Connor Keith's Podcast
Connor Keith

La Hora Virtual, el vídeo-podcast de realidad virtual y aumentada de Real o Virtual
realovirtualcom

Entre Bytes
Gerardo Parra

AT.FM by ApfelTech
AT.FM by ApfelTech

Seguridad en WordPress para Principiantes
Luis Mendez Alejo

Hacker Daily
Minghe Huang

AXOPEN - Expertise & développement informatique
AXOPEN

OJ Media
OJ Media

LA AZOTEA Podcast
La Azotea

TFC Roundtable - The Podcast
tfcroundtable