This week, shares in CrowdStrike Holdings Inc. surged almost 24% in late trading after the company reported beats in revenue, earnings and outlook and bought security startup Flow Security Inc. It was another wild week of news for theCUBE Research industry analysts John Furrier (pictured, left) and Dave Vellante (right) to analyze on the latest ...

It was a special episode of theCUBE Podcast for theCUBE Research industry analysts Dave Vellante and John Furrier, as they recorded live from MWC Barcelona. The show was all about networking and silicon and involved exclusive coverage on theCUBE, including conversations from Antonio Neri, Michael Dell, Charlie Kawwas and Rami Rahim, among others. Covering silicon chips has been ...

Exploring the transformative impact of AI and Open RAN in telecom, analysts at this week’s Mobile World Congress event assessed the technology’s promises, challenges and ethical considerations. During coverage of the event, theCUBE Research analysts spoke with Bob O’Donnell (pictured, left), founder and chief analyst at TECHnalysis Research LLC, and Carolina Milanesi (right), president and ...

This week, Nvidia Corp. crushed Wall Street’s expectations as it delivered its fourth-quarter financial results. On the latest episode of theCUBE Podcast, theCUBE Research industry analysts John Furrier (pictured, left) and Dave Vellante (right) discussed those results and why Goldman Sachs Group Inc.’s trading desk called it “the most important stock on planet Earth.” “Just ...

Amid a possible artificial intelligence infrastructure shift, there are some big events on the horizon in the technology world to keep an eye on, including MWC 2024 at the end of February and KubeCon + CloudNativeCon in Paris in March. On the latest episode of theCUBE Podcast, theCUBE Research analysts John Furrier (pictured, left) and Dave ...

This week, news dropped that Cisco Systems Inc. will lay off thousands of workers following lower product orders. On the latest episode of theCUBE Podcast, theCUBE Research industry analysts John Furrier (pictured, left) and Dave Vellante (right) discussed how tech layoffs have been piling up in recent weeks, including Pure Storage Inc. letting go of ...

The wrap-up of last year’s KubeCon + CloudNativeCon Europe brought forward a few key themes. The first theme was that platform engineering is real and funded at the startup company level and by the chief information officer. The second theme was that artificial intelligence will be at every phase. The third was that Kubernetes has ...

It’s not even the end of January, but big pieces of news have been rolling out in the technology world. On the latest episode of theCUBE Podcast, theCUBE Research industry analysts John Furrier and Dave Vellante dove deep into recent news, including the latest earnings. “The market’s great. Everyone’s like, ‘Oh, look at the stock market. S&P ...

In a year poised for transformative advancements in artificial intelligence, leading tech companies are strategizing to harness its potential, focusing on deployment, economic impacts and innovation in the rapidly evolving tech landscape. “We’re hearing from all the top vendors and practitioners how they lay out their plans for the year,” said theCUBE Research industry analyst John ...

There’s no question that artificial intelligence has taken the technology world by storm. But while 2023 may have been the year that the world realized AI was going to be real, 2024 looks poised to be the year it actually becomes real and not just hypothetical. That was the view expressed by Jonathan Ross (pictured, ...