Breaking Analysis with Dave Vellante
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Breaking Analysis with Dave Vellante
Investors Fret as CAPEX & Azure Growth Decouple
•
SiliconANGLE
•
Season 1
•
Episode 304
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
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.