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2024-05-01 08:30:54 ET Summary Arista Networks stock has been lifted by its forays into AI networking. Analysts have differing opinions on Arista's position in the AI race. Arista Networks' market leadership could strengthen, given its ability to scale rapidly and efficiently ...
2024-04-30 17:54:30 ET Summary Arista Networks has seen strong revenue growth from cloud titan customers, but there are reasons to be cautious. Meta has increased its capex forecast for FY24, which will benefit Arista's top-line growth. However, gross margin expansion and resu...
Microsegmentation solution mitigates threats across east-west lateral networks Arista Networks (NYSE: ANET), a leading provider of cloud networking solutions, today announced a significant update to its Arista MSS Ⓡ (Multi-Domain Segmentation Service) offerings that add...
2024-04-29 13:17:15 ET More on S&P 500 Index: Soft Landing On Track, With New All-Time Highs Ahead Yen Dumps Before It Jumps S&P 500: Trade Of The Year. Week Starting 29th April (Technical Analysis) Nasdaq, S&P, and Dow rise with the latest Fed de...
2024-04-29 12:38:00 ET More on United States 10-Year Bond Yield: Wall Street Lunch: Bond Bulls In Hibernation Dollar Consolidates But Adjustment Is Not Over Wall Street Lunch: So Long Summer Of Rate Cuts Société Générale spotlights key tec...
2024-04-29 09:15:01 ET "Results from large telco providers and key suppliers continue to point to weak trends and ongoing inventory digestion," Malik noted. "Mar-Q capex for AT&T ( T ) and Verizon ( VZ ) declined by low teens and high 20s% Y/Y, respectively, with AT&T expect...
2024-04-28 15:24:54 ET Marathon Petroleum ( MPC ), 63 Coterra Energy ( CTRA ), 60 Info Tech... Read the full article on Seeking Alpha For further details see: With rate cuts pushed out, Goldman looks at quality stocks
2024-04-25 16:12:38 ET Shares of semiconductor and data center infrastructure stocks Broadcom (NASDAQ: AVGO) , Taiwan Semiconductor Manufacturing (NYSE: TSM) , and Arista Networks (NYSE: ANET) were all rallying today, up 3.2%, 3.2%, and 4.4%, respectively, as of 3:39...
2024-04-25 14:34:50 ET Summary Arista has fallen recently on the news that Nvidia is getting into the data center ethernet switch business. We think that the fears about Nvidia are overblown, given Arista's pervasive integration in the market. While shares are not cheap, they ...
2024-04-24 09:10:00 ET Summary Artisan Partners is an independent investment management firm focused on providing high value-added, active investment strategies to sophisticated clients globally. Our portfolio outperformed the Russell Midcap® Growth Index in Q1 due to balance...
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Microsegmentation solution mitigates threats across east-west lateral networks Arista Networks (NYSE: ANET), a leading provider of cloud networking solutions, today announced a significant update to its Arista MSS Ⓡ (Multi-Domain Segmentation Service) offerings that add...
DraftKings (NASDAQ: DKNG) is set to report first-quarter 2024 results on May 2. The Zacks Consensus Estimate for revenues is pegged at $1.13 billio...
DoorDash (NASDAQ: DASH) is set to release its first-quarter 2024 results on May 1. The Zacks Consensus Estimate for the top line is currently pegge...