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
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SiliconANGLE
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Season 1
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Episode 304
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.