Core Insights - Arista Networks has experienced significant growth over the past decade, primarily due to its innovative software-based networking solutions that compete effectively with established players like Cisco Systems [2][4] - A $10,000 investment in Arista Networks made in mid-September 2015 would be worth approximately $356,280 today, reflecting an average annualized return of about 42% [4] - The rapid growth of artificial intelligence data centers has been a major driver of Arista's recent performance, although the explosive growth phase may be behind [5][6] Company Positioning - Arista Networks is well-positioned to benefit from the ongoing expansion of the artificial intelligence hardware market, which is expected to grow at an average annual rate of 18% through 2034 [7] - The company's customizable and reprogrammable networking equipment offers a cost-effective long-term solution for AI data center operators [9] Investment Considerations - While the next decade may not yield returns as high as the previous one, Arista Networks still presents significant growth opportunities [6][9] - Analysts have identified other stocks that may offer better investment prospects than Arista Networks at this time [8]

Welcome back to Trading 360. I'm Diane King Hall. Time now for the big three.Three stocks, three charts, and three trades. Rick Dukat will take us through the charts. And here to take us through the trades is Tim Bowen, chief technical trainer at stockstotrade.com. You can tell it's a Friday, guys. I'm got a tongue twister there, Tim.Um, and at least I made you crack up without a pun so far, but you know I'm bringing one. Okay, so we're going to get into your first one right away. Open Door, which opened th ...

We want to take a look at Arista Networks. That means it's time for our morning trade. Arista Networks unveiling its very latest guidance at the company's investor day.Marley Kaden has been taking a look at this. Marley, what's the very latest here. Yeah, like you said, they had their investor day yesterday and Arista Network's forecast revenue growth that was 20% uh higher than it has been for fiscal 2026 up to $10.5% billion.that was above the uh consensus estimates at its analyst day. They're also saying ...

[Music] I'm Yo, Finance Executive Editor Brian Sazi and you're watching a live shot of the opening bells on Wall Street on this Friday morning via transportation ringing the bell at the New York Stock Exchange to celebrate its IPO via another IPO this week that has priced at the top end of the range and with the business being valued at about $3.65% billion. CLA and Figure have also been wellreceived IPOs this week. Meanwhile, Gemini getting things popping over the NASDAQ also celebrating its debut today. A ...

Core Insights - Cloud computing is driving innovation and digital transformation across various industries by enabling firms to access and store data over the Internet without managing physical servers, leading to widespread adoption at minimal operating costs [2][4] - The global cloud computing market is projected to grow from $752.4 billion in 2024 to $2,390.2 billion by 2030, reflecting a compound annual growth rate (CAGR) of 20.4% [6] Industry Overview - Cloud computing eliminates fixed capital expenses related to hardware and software purchases, reduces operating costs, and operates on a pay-per-use model, enhancing productivity and scalability [4] - The services are categorized into four main types: IaaS, PaaS, serverless, and SaaS, each offering varying levels of control and flexibility [5] Key Companies - **Microsoft Corporation (MSFT)**: A leading public cloud provider with its Azure platform, which offers a wide range of IaaS and PaaS solutions. Microsoft has expanded Azure's availability globally, enhancing its competitive position [9][10] - **Alphabet Inc. (GOOGL)**: Google Cloud has become a significant growth driver for Alphabet, with substantial investments in infrastructure and AI capabilities. Google Cloud is now the third-largest cloud provider globally [13][14] - **International Business Machines Corporation (IBM)**: IBM has strengthened its position in the hybrid cloud market through acquisitions like Red Hat and HashiCorp, focusing on analytics, cloud computing, and security for future growth [16][18] - **Arista Networks Inc. (ANET)**: Specializes in cloud networking solutions, offering high-capacity, low-latency products that support various cloud management frameworks. Arista's unified software stack distinguishes it in the industry [19][20][22]

Key Takeaways SAP has acquired SmartRecruiters to enhance AI-driven recruiting and talent acquisition.SmartRecruiters' platform will integrate with SuccessFactors while staying independent.SAP expands AI and cloud strategy, targeting growth despite sales cycle challenges.SAP SE ((SAP) has officially completed its acquisition of SmartRecruiters, the Recruiting AI company. The ability to find, attract and engage the right talent directly influences organizational success, innovation capacity and overall growt ...

Core Insights - The "Million Talents Gather in South Guangdong" autumn recruitment event is set to take place from September 23 to 29, targeting over 20,000 quality job positions in collaboration with major companies like Tencent, Huawei, and BYD [1][2] - Guangdong has successfully attracted over 1 million recent graduates to work and start businesses in the province, achieving its annual target ahead of schedule [2] - The recruitment activities will cover more than 100 key universities nationwide, with specialized recruitment events planned in Shanghai and Shandong [2][3] Group 1 - The Shanghai recruitment event will feature over 100 participating companies and focus on high-demand fields such as computer science, new energy, biomedicine, and integrated circuits, offering positions with annual salaries exceeding 300,000 and 500,000 yuan [2][3] - In late October, Shenzhen will organize specialized recruitment fairs targeting over 50 companies in artificial intelligence, smart healthcare, and finance at prestigious universities like Tsinghua University and Peking University, providing over 1,000 quality job opportunities [3] - The recruitment events will include a "multi-dimensional display area" to showcase the development prospects of the Greater Bay Area and various employment options [3] Group 2 - By the end of the year, Shenzhen plans to host a large-scale comprehensive recruitment fair with over 1,200 key employers participating, offering more than 50,000 quality job positions [4]

Company Overview - Credo Technology Group is a leader in the active electrical cable (AEC) market, providing next-generation copper cables with built-in chips that enhance signal integrity, making them up to 1,000 times more reliable than fiber-optic cables while consuming half the power [2] - The company offers a comprehensive solution by controlling system-level design, testing, and manufacturing, which allows for a fully integrated, plug-and-play product [2] Market Dynamics - The total addressable market (TAM) for AECs is expected to expand due to the increasing demand for high-speed connections in data centers, driven by advancements in liquid cooling and power delivery [1] - The rise of artificial intelligence (AI) and cloud computing is leading to an exponential increase in digital data, with the volume now measured in zettabytes, creating a significant need for Credo's infrastructure solutions [3] Financial Performance - Credo's revenue for fiscal 2025 surged 126% to $436.8 million, and Q1 2026 revenue skyrocketed 274% to $223.1 million, exceeding management's guidance [8] - The company reported a GAAP net income of $63.4 million in Q1 2026, a substantial increase from $36.6 million in the previous quarter and a turnaround from a loss of $9.5 million in the same quarter the previous year [9] Growth Opportunities - Credo is strategically prioritizing optical solutions while also seeing growth in both copper and optical cable markets, with management indicating that optical revenue is on pace to double again in fiscal 2026 [7][8] - The company has nearly $480 million in cash and short-term investments, providing ample liquidity to support continued growth and potential new product announcements [10] Valuation and Market Position - Credo's stock has increased by 1,300% since its public debut on January 27, 2022, significantly outperforming the S&P 500's 59% return during the same period [5] - The current price-to-earnings (P/E) ratio is 227, but when compared to forward P/E ratios of similar growth companies like Nvidia and Palantir, it appears less excessive [11]

CHINA - 2025/09/04: In this photo illustration, the logo of Advanced Micro Devices, Inc. (AMD) is displayed on the screen of a tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesOn Monday, during its earnings announcement, Oracle (NYSE:ORCL) delivered a striking revelation that surprised even the most optimistic analysts. The company’s remaining performance obligations (RPO) for its cloud division surged 359% year-over-year, re ...

Group 1: AI Investment Trends - Significant investments are being made in AI computing infrastructure, which is currently supporting market stability [1] - Companies benefiting from this trend include Nvidia, Broadcom, and Taiwan Semiconductor, which are expected to continue delivering strong returns [4][6] Group 2: Nvidia's Market Position - Nvidia's GPUs are essential for AI workloads, with demand exceeding supply, leading to close collaboration with major clients for future demand forecasting [5] - Nvidia anticipates global data center capital expenditures to reach $3 trillion to $4 trillion by 2030, indicating substantial growth potential [6] Group 3: Broadcom's Growth Opportunities - Broadcom is experiencing growth in its custom AI accelerators, which pose a challenge to Nvidia's GPU dominance [8] - The company manufactures connectivity switches for data centers, facilitating the integration of computing resources [7] Group 4: Taiwan Semiconductor's Role - Taiwan Semiconductor acts as a neutral player in the AI arms race, outsourcing chip production for both Nvidia and Broadcom [9] - While it may not have the same growth potential as Nvidia or Broadcom, it is considered a safer investment to benefit from overall AI spending [9] Group 5: Cloud Computing Demand - Major cloud computing providers like Amazon and Alphabet are significant purchasers of computing equipment, primarily for cloud services [10] - The global cloud computing market is projected to grow from approximately $750 billion in 2024 to $2.39 trillion by 2030, presenting a lucrative investment opportunity [11]