Breaking Analysis with Dave Vellante

267 Episodes

1. Broadcom Momentum Brings Renewed Investor Enthusiasm

   Published: 3/8/2025
2. Nadella vs. Benioff: The Real Story Behind AI’s Agentic Future

   Published: 3/1/2025
3. 266 | Breaking Analysis | Why Intel Must Stay Independent Spin Out Foundry & Rebuild an Iconic Brand

   Published: 2/21/2025
4. Investors Cool on Cloud as CEOs Double Down

   Published: 2/8/2025
5. theCUBE Research Predictions 2025

   Published: 2/3/2025
6. Enterprise Technology Predictions 2025

   Published: 1/27/2025
7. Data Renaissance, Agents, LAMs, SAMs & AI Threats

   Published: 1/22/2025
8. How NVIDIA is Creating a $1.4 Trillion Market in Ten Years

   Published: 1/11/2025
9. The Yellow Brick Road to Agentic AI

   Published: 12/21/2024
10. Breaking Analysis: A Bold Plan to Spin Out and Revive Intel’s Foundry Business

    Published: 12/17/2024
11. re:Invent 2024: Builder Ethos Embraces Simplicity

    Published: 12/7/2024
12. Grading our 2024 Enterprise Technology Predictions

    Published: 11/26/2024
13. Cloud Expansion Poised to Power Innovation

    Published: 11/16/2024
14. Why Jamie Dimon is Sam Altman's Biggest Competitor

    Published: 11/2/2024
15. GenAI Adoption Sets the Table for AI ROI

    Published: 10/26/2024
16. How IBM and Palo Alto Networks Team to Combat Cyber Threats

    Published: 10/22/2024
17. What Microsoft's Financial Disclosures Reveal About Azure's Market Position

    Published: 10/22/2024
18. From LLMs to SLMs to SAMs, How Agents are Redefining AI

    Published: 9/28/2024
19. It's Larry's World, we Just Live in it

    Published: 9/23/2024
20. Is the Modern Data Stack Out Over its Skis?

    Published: 9/7/2024