On the latest episode of theCUBE, John Furrier and Dave Vellante discuss what the stock market fortells about AI's chances, as well as OpenAI's hunger for even more funds.AI play_arrow

    On theCUBE Pod: Stock market winners and losers, OpenAI’s unquenchable thirst for funds, and growing fears of an AI bubble

    The AI spending frenzy shows no signs of stopping in 2026, as OpenAI, Anthropic and Nvidia continue to gobble up funds. With NYSE media week coming up, everyone is watching to see if enterprise tech’s investments will pay off. Microsoft took a hit while IBM rose up 12%, and OpenAI ...

    BY DEVONY HOF - 2 DAYS AGO

    AI

    On theCUBE Pod: Stock market winners and losers, OpenAI’s unquenchable thirst for funds, and growing fears of an AI bubble

    BY DEVONY HOF - 2 DAYS AGO

      ANALYSIS FROM THECUBE RESEARCH help_outline

      CLOUD

      Microsoft investors fret as capital spending and Azure growth decouple

      Microsoft Corp. last week delivered what looks on paper like a great quarter, with a beat of 1% and 5% on revenue and operating operating profit, respectively. But the two-day reaction from investors tells a different story, with the stock off double digits from its pre-earnings price. Last quarter, increased ...

      BREAKING ANALYSIS BY DAVE VELLANTE - 3 DAYS AGO

      CLOUD

      Microsoft investors fret as capital spending and Azure growth decouple

      BREAKING ANALYSIS BY DAVE VELLANTE - 3 DAYS AGO

        Cookies

        We employ the use of cookies. Find out more.