Arista Networks is upgraded to a hold as the recent valuation correction aligns with its long-term growth prospects and near-term challenges. ANET remains well-positioned in the expanding data center ...
Arista Networks has been outperforming many of its rivals in the cloud networking space, positioning itself as a clear leader in data center and cloud networking solutions. Strong earnings, ...
Arista (ANET) projects AI networking revenue above $1.5B for 2025, with Ethernet displacing InfiniBand in hyperscaler deployments. Arista’s operating margin hit 48.8% in Q2, the highest in company ...
YouTube is introducing new features for Premium users. Better audio and improved playback controls are on the way. A new AI Labs hub is also rolling out. YouTube has announced a number of additions ...
Racing Australia will go back to the drawing board this week after a bid to make four more NSW races group 1s—and upgrade more than 40 other events around the country without making downgrades—was ...
Sony‘s rolling out a new PS Plus Essential to Premium upgrade offer to select users, and it’s not exactly what you think. Players are being sent redemption codes via PS5 pop-up notifications for what ...
Upgrades are key to survival in Cronos: The New Dawn, but resources are scarce and you'll have to make tough decisions about your weapons and equipment early in the game. Should you spring for an ...
OpenAI launched ChatGPT customization updates. Users can choose chat color and personality. All users (even free) can now access Advanced Voice Mode. OpenAI is having one of its biggest product launch ...
Arista Networks delivered accelerating revenue and EPS growth in Q2, driven by strong AI datacenter demand, bucking the trend of disappointing tech earnings this season. I'm upgrading Arista to a "Buy ...
Arista Networks (ANET) stock has bounced back sharply and is trading near record highs. The company fully recovered from the setbacks this spring and has returned to being a Wall Street darling. The ...
AI-driven networking boom – back-end and front-end. Analysts repeatedly asked how AI build-outs translate into revenue, differentiation and TAM. Management raised 2025 growth guidance from 17 % to 25 ...