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Is Nvidia more like Cisco or Google and an RSA Conference preview

Is Nvidia more like Cisco or Google? John Furrier and Dave Vellante discuss that and more on this week's theCUBE Podcast.

Peterw bellAndy jassyCarl olofsonGeorge kurtzJim cramerHolger muellerEdwardj zanderSanjeev mohanAdam selipskyDave vellantePat gelsingerMichael dellJeff bezosJensen huangElizabeth mynattCharlie kawwas

Apple s stock rises on record $110B buyback plan as earnings beat expectations

Apple's stock rises on record $110B buyback plan as earnings beat expectations - SiliconANGLE

Andy jassyPat gelsingerMichael dellTim cookHolger muellerThomas monteiroLuca maestriApple incWorldwide developers conferenceHuawei technologies coEuropean unionConstellation research incSamsung electronics coApple appMicrosoft corpDepartment of justice

AMD s stock falls after revised AI revenue outlook falls short of expectations

AMD's stock falls after revised AI revenue outlook falls short of expectations - SiliconANGLE

Pat gelsingerLisa suAndy jassyMichael dellHolger muellerHewlett packard enterprise coConstellation research incSupermicro computer incIntel corpDell technologies incMicrosoft corpLenovo group ltdDevices incMeta platforms incOracle corpAdvanced micro devices

Alteryx Inspire focuses on innovation in enterprise-grade AI

Join theCUBE on May 15 for our coverage of the Alteryx Inspire event, which will explore use cases when it comes to the evolution of AI in data platforms.

Holger muellerRebecca knightPat gelsingerDoug henschenPaula hansenRob strechayKevin rubinAndy jassyMichael dellMark andersonDave vellanteCube researchClearlake capital groupConstellation researchNeither alteryx incAlteryx inc

Google parent Alphabet s stock spikes on strong cloud profits, AI demand and first cash dividend

Google parent Alphabet's stock spikes on strong cloud profits, AI demand and first cash dividend - SiliconANGLE

Pat gelsingerMichael dellHolger muellerSundar pichaiThomas monteiroAndy jassyAmazon web services incConstellation research incMicrosoft corpMeta platforms incAlphabet incWall streetChief executive sundar pichaiGoogle searchGoogle cloudAmazon web services

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