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SiliconANGLE · Technology

Breaking Analysis with Dave Vellante

Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.

Episodes

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How Jamie Dimon Becomes Sam Altman's Biggest Competitor

02 Aug 2025
1h 5m
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Stablecoins Gain Legitimacy as Crypto Finds Clarity in the Regulatory Fog

26 Jul 2025
38m
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Tech Spending Remains Persistently Uncertain

19 Jul 2025
18m
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Breaking Analysis | Inside Intel’s Bid to Rewire its Destiny

28 Jun 2025
44m
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Ali Ghodsi’s Data Intelligence Playbook: Turning Data into Agentic Advantage

14 Jun 2025
55m
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Beyond Walled Gardens: How Snowflake Navigates New Competitive Dynamics

07 Jun 2025
1h 8m
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Snowflake & Databricks Cross the Rubicon into a New Competitive Domain

31 May 2025
57m
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Despite AI Momentum, Tech Spending Faces Continued Uncertainty

28 May 2025
38m
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How Dell Is Riding the AI Wave While Serving Its Massive Installed Base

17 May 2025
30m
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Salesforce Agentforce & Data Cloud: A Path to the Software-Only Hyperscaler

12 May 2025
50m
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Power‑Hungry Clouds: Inside Tech’s Most Expensive Quarter

03 May 2025
41m
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RSAC Highlights Security Markets in Transition

28 Apr 2025
34m
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The Long Road to Agentic AI – Hype vs. Enterprise Reality

21 Apr 2025
25m
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Google’s Cloud Play — Integrated AI Across Infrastructure to Apps

14 Apr 2025
29m
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Mapping Jensen's World - Forecasting AI in Cloud, Enterprise, & Robotics

07 Apr 2025
50m
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Security Do-Over…How Palo Alto Networks Sees the Reset

30 Mar 2025
47m
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The New Age of Analyst Relations in Tech

17 Mar 2025
41m
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Broadcom Momentum Brings Renewed Investor Enthusiasm

08 Mar 2025
30m
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Nadella vs. Benioff: The Real Story Behind AI’s Agentic Future

01 Mar 2025
42m
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266 | Breaking Analysis | Why Intel Must Stay Independent Spin Out Foundry & Rebuild an Iconic Brand

21 Feb 2025
24m
Page 3

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