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    John Furrier and Dave Vellante discuss why midterms is sending shockwaves through Wall Street on the latest episode of theCUBE Pod.AI play_arrow

    On theCUBE Pod: Blue wave sends AI stocks plunging

    The very blue results of last week’s midterms have sent technology investors into a tailspin. With many successful candidates running on platforms opposing data centers and calling for greater restrictions on artificial intelligence, investors anticipate a slowdown in AI spending. Tech stocks fell, with a collective loss of $2.5 trillion ...


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      Sovereign or not? The 2026 Hyperscaler Buyer’s Guide

      Sovereignty is everywhere right now, and most people still can’t agree on what it means and, just as importantly, what it all means to them. This week theCUBE Research releases its new market report, Sovereign or Not? The 2026 Hyperscaler Buyer’s Guide. In this Breaking Analysis, we’re joined by its author, ...

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