Dave Vellante and John Furrier discussed IBM stock soaring on the 7 February 2025 episode of theCUBE PodcastAI play_arrow

    On theCUBE Pod: IBM stock soars as DeepSeek news continues to shake up industry

    It was another dramatic week in the tech world, with IBM Corp. making waves with its stock soaring to its best day since 2000. In the latest episode of the CUBE Podcast, theCUBE Research analysts John Furrier (pictured, left) and Dave Vellante (right) broke down what’s going on with IBM ...


      CLOUD

      Investors cool on cloud but CEOs double down

      Earnings reports from the big three cloud players disappointed investors this week. All three U.S. hyperscalers fell a bit short of consensus for their cloud revenue in the December quarter and investor reaction has been negative. But squinting through the data, there’s a lot to like about the position of ...

      CLOUD

      Investors cool on cloud but CEOs double down