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123. AI Frenzy, Memory Supercycle & The Enterprise ROI Reckoning
February 21, 2026
TheCUBE Research’s John Furrier and Dave Vellante kick off this week’s theCUBE Pod amid nonstop momentum — with Furrier reporting live from the NYSE as markets swing in real time, AI valuations surge and the tech sector recalibrates. It’s part celebration, part reality check, as they swap notes from the floor and dive straight into what’s really driving the headlines.

They break down the AI funding surge and the new shape of capital markets: mega-rounds, strategic checks replacing “dumb money,” and VCs struggling to meet pro rata as SPVs fill the gap... Read more
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