In order to sign in, enter the email address you used to registered for the event. Once completed, you will receive an email with a verification link. Open this link to automatically sign into the site.
Register For Cube365 Events Platform
Please fill out the information below. You will recieve an email with a verification link confirming your registration. Click the link to automatically sign into the site.
I want my badge and interests to be visible to all attendees.
Checking this box will display your presense on the attendees list, view your profile and allow other attendees to contact you via 1-1 chat. Read the Privacy Policy. At any time, you can choose to disable this preference.
Select your Interests!
add
Upload your photo
Uploading..
OR
Connect via Twitter
Connect via Linkedin
EDIT PASSWORD
You are already logged into TheCUBE Network as
Share
Share clip
The clip will play by default when shared. The entire video and transcript is also accessible via the link.
304 - Breaking Analysis - Microsoft Q2 '26 - Investors Fret as CAPEX & Azure Growth Decouple.mp4
January 31, 2026
In the latest Breaking Analysis, Dave Vellante takes a clear-eyed look at Microsoft’s Q2 2026 earnings and asks the question investors are really wrestling with: if the numbers look good, why the selloff? He cuts straight to the tension between rising capital spend and slowing Azure growth — and why that gap is rattling markets.
Vellante breaks down theCUBE Research view on Microsoft’s capex surge and what it signals about AI economics. He pulls threads from Satya Nadella’s earnings call, unpacking how AI infrastructure weighs on margins and why conc...Read more