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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.

On theCUBE Pod: Blue wave sends AI stock 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 ...

BY DEVONY HOF - 1 DAY AGO

On theCUBE Pod: Blue wave sends AI stock plunging

BY DEVONY HOF - 1 DAY AGO

INFRA

The network becomes the computer as Cisco and Nvidia accelerate AI factory rack-scale

The first phase of the generative artificial intelligence infrastructure boom was defined by a race for graphics processing units. The next phase will be defined by what happens after those GPUs arrive. As the AI infrastructure buildout continues to advance rapidly the building and deploying massive accelerated-computing systems, and the ...

ANALYSIS BY JOHN FURRIER - 3 MONTHS AGO

INFRA

The network becomes the computer as Cisco and Nvidia accelerate AI factory rack-scale

ANALYSIS BY JOHN FURRIER - 3 MONTHS AGO

ANALYSIS FROM THECUBE RESEARCH

SECURITY

AI cyber resilience and the trust gap

Backup and recovery has evolved into data protection, security and cyber recovery. Today, the focus is on business resilience. The scope continues to expand, with growing attention to how attackers use artificial intelligence and how defenders can use it to better protect their assets. In new field research with our ...

BREAKING ANALYSIS BY DAVE VELLANTE AND KRISTA CASE - 2 DAYS AGO

SECURITY

INFRA

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AI cyber resilience and the trust gap

Anthropic launches IPO roadshow with $64B fundraising goal

Mercor raises $750M at $20B valuation to take AI agent evaluation to enterprises

Adobe expands AI assistant into creative workflows

AI cyber resilience and the trust gap

Anthropic launches IPO roadshow with $64B fundraising goal

Mercor raises $750M at $20B valuation to take AI agent evaluation to enterprises

Adobe expands AI assistant into creative workflows

On theCUBE Pod: Blue wave sends AI stock plunging

On theCUBE Pod: Blue wave sends AI stock plunging

The network becomes the computer as Cisco and Nvidia accelerate AI factory rack-scale

The network becomes the computer as Cisco and Nvidia accelerate AI factory rack-scale

ANALYSIS FROM THECUBE RESEARCH help_outline

AI cyber resilience and the trust gap

AI cyber resilience and the trust gap

DEEP DIVES help_outline

The hard physics and complex economics of AI's insatiable hunger for power

Twenty years after pioneering the cloud, Amazon Web Services chases the next big prize: AI

Anthropic's dispute with US government exposes deeper rifts over AI governance, risk and control

The biggest AI bottleneck isn’t GPUs. It's data resilience

The hard physics and complex economics of AI's insatiable hunger for power

Anthropic's dispute with US government exposes deeper rifts over AI governance, risk and control

Twenty years after pioneering the cloud, Amazon Web Services chases the next big prize: AI

The biggest AI bottleneck isn’t GPUs. It's data resilience

Oracle AI World 2026

monday.com Elevate 2026

Intuit Connect 2026

EVOLVE26

AI Cybersecurity & Resilience Summit 2026

IBM's AI Operating Model 2026

ANALYSIS FROM THECUBE RESEARCH

DEEP DIVES