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RESEARCH
TOP STORY
BREAKING ANALYSIS

TheCUBE Research 2026 predictions: The year of enterprise ROI

AI . BY DAVID VELLANTE, PAUL NASHAWATY, BOB LALIBERTE, SAM WESTON, SCOTT HEBNER AND CHRISTOPHE BERTRAND . 15 FEBRUARY 2026

Cloud earnings bring capex clarity, concern and confusion

CLOUD . BY DAVE VELLANTE . 8 FEBRUARY 2026

Microsoft investors fret as capital spending and Azure growth decouple

CLOUD . BY DAVE VELLANTE . 1 FEBRUARY 2026

TOP STORY
BREAKING ANALYSIS

TheCUBE Research 2026 predictions: The year of enterprise ROI

AI . BY GUEST AUTHOR | 15 FEBRUARY 2026

TOP STORY
BREAKING ANALYSIS

Cloud earnings bring capex clarity, concern and confusion

CLOUD . BY DAVE VELLANTE | 8 FEBRUARY 2026

TOP STORY
BREAKING ANALYSIS

Microsoft investors fret as capital spending and Azure growth decouple

CLOUD . BY DAVE VELLANTE | 1 FEBRUARY 2026

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      help_outline
      TheCUBE Research 2026 predictions: The year of enterprise ROI
      Cloud earnings bring capex clarity, concern and confusion
      Microsoft investors fret as capital spending and Azure growth decouple
      Enterprise technology predictions: What's coming in 2026
      2026 data predictions: Scaling AI agents via contextual intelligence
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