Mike Wheatley, Author at SiliconANGLE

Infra

Google and Meta reportedly strike new, multibillion-dollar AI chip deal

By Mike Wheatley Feb 26, 2026

Meta Platforms Inc. has reportedly agreed to a multibillion-dollar deal to rent Google Cloud’s custom artificial intelligence chips, according to a report in The Information today. The report cited anonymous sources as saying that…

Infra

CoreWeave’s stock drops on mixed results and plans to scale up AI spending

By Mike Wheatley Feb 26, 2026

Shares of the cloud infrastructure company CoreWeave Inc. fell more than 9% in late trading today after it posted a bigger-than-expected loss per share and offered a weak revenue forecast for the current quarter.…

Infra

Dell’s stock pops as soaring AI demand drives stellar 39% revenue increase

By Mike Wheatley Feb 26, 2026

Updated with Friday stock price: Data center hardware and personal computer maker Dell Technologies Inc. easily beat Wall Street’s expectations today as it posted its latest financial results, benefiting from surging artificial intelligence demand.…

AI

Physical AI data infrastructure startup Encord lands $60M to accelerate intelligent robot and drone development

By Mike Wheatley Feb 26, 2026

Data infrastructure startup Encord has closed on $60 million in new funding to help move robots, drones and other autonomous physical artificial intelligence systems from the lab into real-world production settings. Today’s Series C…

AI

Confluent Intelligence adds Streaming Agents into the mix to enable agent-to-agent collaboration

By Mike Wheatley Feb 26, 2026

Big-data streaming company Confluent Inc. is beefing up its Confluent Intelligence platform to help artificial intelligence agents dig up more accurate data-based insights. Its new additions include Streaming Agents, which use the Agent2Agent protocol…

Big Data

Growing AI demand drives solid Snowflake earnings and revenue beat

By Mike Wheatley Feb 25, 2026

Big data company Snowflake Inc. provided a bullish forecast for its fiscal 2027 product revenue today, saying it’s benefiting from booming enterprise demand for artificial intelligence tools, which drives more customers to its data…

Cloud

Salesforce beats expectations as it doubles down on AI agents, but investors are still worried

By Mike Wheatley Feb 25, 2026

Salesforce Inc. clocked up its highest-ever quarterly revenue as it delivered its latest financial results, beating expectations, but its revenue guidance for the new fiscal year trailed Wall Street’s projections. The customer relationship management…

Infra

Nvidia tops Wall Street’s expectations again as data center revenue surges 75%, but stock sags

By Mike Wheatley Feb 25, 2026

Updated with Thursday’s stock price: Nvidia Corp. sailed past analysts’ earnings expectations again as revenue in its core data center business jumped more than 75% from a year earlier, sending its stock higher in…

NEWS

HP’s stock falls after management tempers full-year expectations amid soaring memory costs

By Mike Wheatley Feb 24, 2026

Personal computer maker HP Inc. delivered solid fiscal first-quarter results that came in ahead of expectations today, but its stock was dropping in late trading after it provided a disappointing update on its full-year…

Cloud

Workday’s stock slumps again on weak guidance and AI disruption fears

By Mike Wheatley Feb 24, 2026

Shares of Workday Inc. got hammered in late trading today after the company offered weak guidance for the current quarter. It was the worst possible news for investors amid growing concerns over the existential…

Mike Wheatley

Google and Meta reportedly strike new, multibillion-dollar AI chip deal

Dell’s stock pops as soaring AI demand drives stellar 39% revenue increase

Physical AI data infrastructure startup Encord lands $60M to accelerate intelligent robot and drone development

Confluent Intelligence adds Streaming Agents into the mix to enable agent-to-agent collaboration

Salesforce beats expectations as it doubles down on AI agents, but investors are still worried

Nvidia tops Wall Street’s expectations again as data center revenue surges 75%, but stock sags

HP’s stock falls after management tempers full-year expectations amid soaring memory costs

Workday’s stock slumps again on weak guidance and AI disruption fears

LATEST FROM THECUBE

UPCOMING CUBE EVENTS

RECENT CUBE EVENTS

Supermicro Open Storage Summit 2026

Black Hat USA 2026

GraphTalk 2026

AMD Advancing AI 2026

RAISE Summit 2026

SIGN IN

OR

New User? SIGN UP

Join us

SIGN UP

Bio

Ethics statement

Contact us

Partner with us

Contact us

Guest inquiry