Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Amit Sangani, Meta & Dwarak Rajagopal, Snowflake | Snowflake Summit 2025
June 3, 2025, 8:36 p.m.
Mike Gannon & Denise Persson, Snowflake | Snowflake Summit 2025
June 3, 2025, 7:57 p.m.
Rohit Jayachandran & Suresh Nair, Mphasis | AWS Financial Services Symposium 2025
June 3, 2025, 7:45 p.m.
A Food Lover’s Guide to AI & Containerization w/ Google Cloud
June 3, 2025, 7:34 p.m.
Mona Chadha, AWS | Snowflake Summit 2025
June 3, 2025, 6:54 p.m.
Bibhu Patnaik & Shailender Sidhu, Deloitte | Snowflake Summit 2025
June 3, 2025, 6:14 p.m.
Snowflake Summit 25 Keynote Analysis | Snowflake Summit 2025
June 3, 2025, 5:54 p.m.
Carl Froggett & Lane Bess, Deep Instinct | theCUBE + NYSE LaunchPad
June 3, 2025, 5:43 p.m.
AppDev Done Right Summit Promo
June 3, 2025, 5:42 p.m.
Jessie Skibbe, AWS & Brian Jakovich, Vertical Relevance Inc. | AWS Financial Services Symposium 2025
🤖 +500% FASTER | Palantir Bullets #132
June 2, 2025, 9:02 p.m.
Is ARR Dead?
June 2, 2025, 8:32 p.m.
Mary Meeker's AI Report
June 2, 2025, 9:38 a.m.
Excel-Induced Hallucinations
June 1, 2025, 11:06 p.m.
Software Toolkit for Generalists (pt 2)
June 1, 2025, 2:51 a.m.
279 | Breaking Analysis | Snowflake & Databricks Cross the Rubicon into a New Competitive Domain
May 31, 2025, 5:49 p.m.
BigTech's Cloud computing dominance consolidates AI capex bets
May 31, 2025, 11:57 a.m.
What’s 🔥 in Enterprise IT/VC #448
May 31, 2025, 11:33 a.m.
Software Toolkit for Generalists
May 31, 2025, 4:49 a.m.
103. NVIDIA Sees 100x Demand, Salesforce & Informatica Acquisition, Agents Taking Over Software
May 30, 2025, 10:49 p.m.
Premium: NVIDIA is surfing the waves
May 30, 2025, 10:17 p.m.
theCUBE coverage of Snowflake Summit | Official Promo
May 30, 2025, 8:56 p.m.
13. Charting the Agentic AI Adoption Curve: What’s Next?
May 30, 2025, 8:41 p.m.
Informatica’s Last, Big Solo Dance
May 30, 2025, 1:29 p.m.
The Shift from PLG to PLS: A Smarter Path to Enterprise-Scale Growth
May 30, 2025, 1:27 p.m.
Clouded Judgement 5.30.25 - Moats in the Age of AI
May 30, 2025, 1:04 p.m.
Are More Layoffs Coming?
May 30, 2025, 12:10 p.m.
A good time to selectively invest in software (seriously)
May 29, 2025, 11:47 p.m.
Accelerating enterprise transformation toward high-performance analytics with ClickHouse
May 29, 2025, 7:15 p.m.
What is ByteDance up to in AI?
May 29, 2025, 9:43 a.m.
FICO World 2025 Debrief | FICOWorld 25
May 28, 2025, 7:16 p.m.
12. The Future of Marketing- Causal Al Agents That Think Strategically
May 28, 2025, 7:15 p.m.
How Usage Based Billing is Reshaping AppDev | AppDevANGLE
May 28, 2025, 3:25 p.m.
Dynatrace: Is AI For Observability Really Upon Us?
May 28, 2025, 12:11 p.m.
Genspark's Stunning AI Pivot - Search to Super Agent
May 28, 2025, 9:36 a.m.
Sanjeev Mohan, SanjMo | IBM Think 2025
May 27, 2025, 8 p.m.
Scott Brokaw, IBM & Ed Calvesbert, IBM watsonx.data | IBM Think 2025
Ritika Gunnar, IBM | IBM Think 2025
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Ramnik Bajaj, USAA | IBM Think 2025
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Magesh Bagavathi, PepsiCo and Shobhit Varshney, IBM | IBM Think 2025
Salesforce and Informatica in $8 Billion AI Data Deal: 5 Strategic Synergies
May 27, 2025, 5:20 p.m.
Gurdip Singh, Blue Yonder | AI & the Autonomous Supply Chain
May 27, 2025, 3:59 p.m.
Scott Johnston & Rohan Cherian, commercetools | Elevate 2025
May 27, 2025, 2:28 p.m.
Dr. Shawn Murray | The Cybersecurity Bridge
May 27, 2025, 1:21 p.m.
M&A in 2025 w/ Art Levy
May 27, 2025, 1 p.m.
Equinix & Groq: theCUBE Exclusive
May 27, 2025, 12:17 p.m.
Can OpenAI Challenge Apple with an AI Device?
May 27, 2025, 9:30 a.m.
🎯 $900mn New Deal | Palantir Bullets #131
May 26, 2025, 11:15 p.m.
Palantir Gets A MAJOR New Price Target Today From An Old Friend...
Jan. 14, 2025, 2:44 a.m.
Why Palantir Fell 8% Today
Jan. 8, 2025, 3:29 a.m.
The Top 7 Moments for Palantir in 2024
Jan. 7, 2025, 4:14 a.m.
PALANTIR'S SEPTEMBER: New Deals, Insider Selling, 4 Years of Being Public & +20% In The Stock.
Oct. 1, 2024, 12:55 a.m.
Palantir Hits $38 but Bank of America Says It's Worth $50... : Analyzing the Bank of America Upgrade for Palantir
Sept. 25, 2024, 1:01 a.m.
I'M BACK FROM AIPCON: Palantir...has had some exciting weeks.
Sept. 24, 2024, 1:09 a.m.
PALANTIR GETS INTO THE S&P 500.: What a milestone for one of the world's most exciting companies.
Sept. 9, 2024, 4:53 p.m.
Is Palantir Getting Included In The S&P 500 This Friday?: Analyzing Palantir's chances...
Sept. 4, 2024, 11:27 p.m.
Russia Bans Palantir's Alex Karp: A badge of honor?
Sept. 3, 2024, 5:44 p.m.
BREAKING: Palantir Gets Ranked #1 & Nvidia Proves Palantir Is Going to Win... : Recapping Nvidia's earnings and it's impact on Palantir
Sept. 2, 2024, 10:31 p.m.
Palantir Finally Had Some Downside Pressure: + a new deal and updates to Palantir's privacy technology
Aug. 27, 2024, 5:23 p.m.
Palantir Hires Someone Very Important...: Let's dive into Mike Gallagher.
Aug. 25, 2024, 12:50 a.m.
The New York Times Does An Exclusive on Alex Karp: This is Karp's first profile in a long time.
Aug. 23, 2024, 2:09 a.m.
Let's talk about the Media & Palantir...: Understanding the compounding media effect for Palantir over the next decade
Aug. 21, 2024, 10:54 p.m.
Palantir Gets A BUNCH of New Deals: Wendy's, Microsoft, the Air Force...and more.
Aug. 21, 2024, 1:54 a.m.
Palantir hits $30 After A Monster Earnings: WHAT. A. WEEK.
Aug. 20, 2024, 12:14 a.m.
Palantir Q2 Earnings Are Tomorrow : One of the most important earnings yet for the company
Aug. 4, 2024, 8:25 p.m.
Palantir Gets A Downgrade & Meets A Familiar Friend: Analyzing JD Vance's new bid for VP and what it means for Palantir
July 17, 2024, 12:02 p.m.
Palantir Hits $29 & Exclusive Interview With A Palantir Employee: First $29 touch since 2021
July 16, 2024, 10:31 a.m.
Palantir Closes Above $28 For The First Time Since 2021..: Let's talk about what's happening.
July 11, 2024, 3:18 a.m.
Citi Kind of Downgrades Palantir: We touched $28 for the first time since 2021...
July 9, 2024, 3:06 p.m.
Palantir Closes Above $27 For the First Time Since 2021: + The Model 3 Moment Might Be Here...
July 6, 2024, 11:37 p.m.
Bank of America Really Likes Palantir: Taking a look at the bank's bullish stance on Palantir
July 3, 2024, 2:36 a.m.
Palantir Continues To Go To Space: 2 New Deals for the company
July 1, 2024, 6:22 p.m.
Analyzing Palantir's Latest $480M Contract: A Random Wednesday, A New Half-Billion Dollar Government Contract
June 26, 2024, 3:30 a.m.
Palantir Gets One Fake Downgrade, One Real Upgrade: A Weird Day for Palantir..
June 25, 2024, 1:54 a.m.
Palantir Wins 2 New Deals: One for health, one for Space
June 23, 2024, 8:55 p.m.
Why Palantir Hit $26 Yesterday: Macro + Qualitative reasons led to the surge
June 20, 2024, 1:09 a.m.
Palantir's 4th AIPCon Deepened My Conviction: I'm baaaaaack!
June 17, 2024, 11:49 p.m.
Stanley Druckenmiller Is Back: 770k fresh new shares of Palantir
May 20, 2024, 2:15 a.m.
Palantir's Q1 Earnings Were Incredible: Even if the street didn't think so
May 16, 2024, 3:49 a.m.
Recapping The Biggest Palantir Q1 Deals: what happened over the past 90 days?
May 5, 2024, 12:39 a.m.
Answering The Biggest Retail Palantir Q1 Questions: how is retail thinking about the future of Palantir?
May 3, 2024, 10:24 p.m.
The Bootcamps Are Coming: Bloomberg does a big article on Palantir's go to market strategy
April 30, 2024, 2:39 a.m.
We all need to keep an eye on Palantir & Germany: Some new things I've learned..
April 23, 2024, 6:35 p.m.
Does Palantir Want A War?: + Google Employees Protesting The Company
April 19, 2024, 1:30 a.m.
Palantir Inks A New Deal With A Familiar Friend: + they won a new award
April 17, 2024, 2:25 a.m.
Palantir Unveils User-Centered Machine Learning for Visual Search: this newsletter will be a nerdy one
April 11, 2024, 1:54 a.m.
Shyam Sankar Puts out a Must Read Palantir Article: + updates on short float, bootcamps
April 10, 2024, 3:08 a.m.
We All Didn't Realize How Important Palantir Is to Ukraine : + a new government deal
April 8, 2024, 11:05 p.m.
We All Didn't Realize How Important Palantir Is to Ukraine: + a new government deal
April 8, 2024, 8:51 p.m.
Palantir Announces A HUGE Partnership: Why Oracle is gamechanging for the company
April 5, 2024, 4:05 a.m.
Germany Wants Palantir Back: + some new politicians joining the company...
April 3, 2024, 1:18 a.m.
Palantir Gets A New Deal from Lithuania : Breaking down why this deal matters + updated short float & a downgrade
March 31, 2024, 7:52 p.m.
Palantir's Most Important Announcement Since AIP: how big can this get...
March 26, 2024, 3:55 a.m.
Alex Karp Has A Message for The Shorts: + new price targets
March 21, 2024, 12:43 a.m.
Dan Ives Raises His Palantir Price Target: + new short float, Shyam's new tweet, and more
March 12, 2024, 2:51 a.m.
Palantir's AIP Con Was Incredible: + Introducing my latest product, and how we are going to use it today
March 8, 2024, 12:18 p.m.
Palantir Gets A HUGE Deal + AIPCon: and we hit $27 for the first time since August 2021...
March 7, 2024, 5:46 p.m.
Palantir Gets A New Deal With Ukraine: + No S&P 500 Yet & Snowflake Earnings
March 5, 2024, 5:56 p.m.