Key Takeaways Bitcoin dropped nearly 30% from its October peak, pulling IBIT down 26% in the past 3 months. HOOD, MU, CIEN and CRDO each hold a Zacks Rank #1 and strong growth scores, signaling 2026 potential. MU and CRDO show standout earnings growth estimates, powered by AI and next-gen connectivity trends. Cryptocurrencies are having a volatile 2025, with bitcoin, the largest in terms of market cap, making it a proxy for the whole crypto market, down roughly 30% from the high it hit in October. Bitcoin b ...

Core Insights - Investors are showing a bullish sentiment towards Arista Networks (NYSE:ANET), with significant options trading activity indicating potential upcoming movements in the stock [1][2]. Options Trading Activity - Benzinga's options scanner identified 12 uncommon options trades for Arista Networks, with a notable split in sentiment: 50% bullish and 8% bearish. The total amount for puts is $254,972, while calls amount to $429,422 [2][3]. - The major market movers are focusing on a price range between $75.0 and $150.0 for Arista Networks over the past three months, indicating a concentrated interest in this price band [4]. Volume and Open Interest Analysis - An analysis of volume and open interest reveals crucial insights into liquidity and interest levels for Arista Networks' options, particularly within the strike price range of $75.0 to $150.0 over the past month [5][6]. Noteworthy Options Activity - A snapshot of recent options activity shows various trades, including: - A call option with a strike price of $142.00, total trade price of $155.1K, and an open interest of 10 [9]. - A put option with a strike price of $115.00, total trade price of $81.0K, and an open interest of 601 [9]. - Another put option with a strike price of $100.00, total trade price of $66.6K, and an open interest of 593 [9]. Company Overview - Arista Networks is a networking equipment provider specializing in Ethernet switches and software for data centers, with a significant focus on high-speed applications. The company has been gaining market share since its founding in 2004 and derives approximately 75% of its sales from North America, with major clients including Microsoft and Meta Platforms [10]. Analyst Ratings - Recent analyst ratings indicate an average target price of $159.0 for Arista Networks, with a maintained Overweight rating from Morgan Stanley [12][13]. Current Stock Performance - As of the latest data, Arista Networks' stock price is $131.36, reflecting a 0.45% increase with a trading volume of 1,231,337. Current RSI values suggest the stock may be approaching overbought conditions [15].

Key Takeaways Celestica supplies 400G, 800G, and 1.6T Ethernet switches for AI and data-center networks.CLS' 800G Ethernet delivers faster speeds, low latency, and power efficiency for AI and cloud data centers.Celestica partners with cloud providers on custom switches as AI demand grows.Celestica Inc.'s ((CLS) high-bandwidth switches, such as 400G, 800G, and next-generation 1.6T Ethernet, are essential for quickly moving data between servers, GPUs, and storage in AI and data-center networks. Rapid growth o ...

In the not-too-distant past, you would be hard-pressed to find any technology company that paid a dividend. But in the modern market, many of the more mature tech companies have begun focusing more on direct returns to shareholders in the form of dividends. Apple, the beloved tech company that is currently the 2nd-largest in the S&P 500, pays an annual dividend of $1.04 per share as of November 2025. That means if you own 100 shares of Apple, the company will pay you $104 in cash every year. While that ...

Ciena Corporation (NYSE:CIEN) is one of the stocks Jim Cramer offered insights on. When a caller mentioned the stock during the lightning round, Cramer remarked: “It has moved a great deal. That was an amazing quarter. I think there’s, it was so great. The next quarter is going to be great, too. I’m not going to fight you on it because… this Ciena is much better than the Ciena of 2000 when a lot of us lost money in the first three months of the year, if you remember that.” Photo by Adam Nowakowski on U ...

The artificial intelligence boom is entering a new phase as investment shifts from speculative software plays to the physical infrastructure powering the technology's expansion — creating opportunities for selective investors while raising concerns over stretched valuations in some corners of the market. AI leadership is broadening beyond mega-cap technology stocks into semiconductor enablers, power suppliers, networking equipment, and automation companies, according to T. Rowe Price's 2026 Global Market Ou ...

of Andrew Graham, managing partner, Jackson Square Capital, is with me to talk about the market action as we sort of wrap up this year. How are you feeling about the market right now. >> Well, I I feel like we've gone through another, you know, pullback in the momentum factor.You see that in the tech tape up until, you know, yesterday's solid solid micron report. Um, and there's follow through today. Um, I think it's kind of chopped.I guess what I'll give you a ba hug. How about that. this time of the year. ...

Summary of Conference Call Notes Industry Overview - **Industry**: Networking Equipment - **Key Focus**: AI infrastructure and data center networking Core Insights and Arguments 1. **Market Performance**: In 2025, networking coverage increased by approximately 37% year-over-year, outperforming the S&P 500, which grew by 16% [1][9] 2. **Key Players**: - **Celestica (CLS)**: Stock price increased by 213% and is positioned as a leading provider of AI infrastructure equipment [2][9] - **Arista Networks (ANET)**: Valued at a premium P/E of approximately 39X, expected to benefit from AI infrastructure growth [2][4] - **Cisco (CSCO)**: Maintains a neutral stance but is expected to participate in AI infrastructure projects [1][2] 3. **AI Ethernet Switch Market**: Projected to grow from approximately $8 billion in 2025 to around $59 billion by 2029, driven by complex networking requirements for AI data centers [1][4] 4. **Hyperscale Capex Growth**: Expected to grow by approximately 32% year-over-year in 2026, reaching nearly $550 billion, supporting demand for data center networking [2][14] 5. **Data Center Infrastructure**: Major AI players like Meta, OpenAI, and Microsoft are expected to drive continued investment in data center infrastructure, with cloud provider capex projected to grow from approximately $294 billion in 2024 to $1.4 trillion by 2029 [14][18] Additional Important Insights 1. **Campus Networking**: The campus switching market is expected to grow by 6% year-over-year in 2026, driven by device refreshes and modernization efforts [5] 2. **XPU Diversification**: Increasing interest in custom ASICs and alternatives to NVIDIA GPUs is anticipated to create demand for bespoke networking equipment [4][42] 3. **Scale-Up and Scale-Across Opportunities**: - Scale-up networking revenue is expected to grow to approximately $10.7 billion in 2026, while the DCI market is projected to grow by 25% year-over-year to $3.8 billion [4][47] - Ethernet-based scale-out networks are expected to see spending growth of approximately 126% year-over-year in 2026 [47] 4. **Market Share Dynamics**: Celestica and Arista are leading in the backend AI Ethernet data center networking market, with shares of 29% and 22% respectively [52] 5. **Emerging Trends**: Full-rack integrated solutions combining networking and compute are gaining traction, with companies like Celestica and Cisco ramping up offerings [45][46] Conclusion The networking equipment industry is poised for significant growth driven by AI infrastructure demands, with key players like Celestica, Arista, and Cisco positioned to capitalize on emerging opportunities. The focus on custom solutions and the expansion of data center capabilities will be critical in shaping the market landscape through 2026 and beyond.

Cisco logo illuminated against a tech backdrop. Key Points After 25 years, Cisco’s share price has finally recovered from its post-dot-com crash lows. The long journey required a rebrand of its services, including a focus on AI services and subscriptions. The company has now rewarded shareholders with earnings beats in 32 out of the past 33 quarters dating back to 2017. Interested in Cisco Systems, Inc.? Here are five stocks we like better. It has been a long time coming, but after 25 years, share ...

Investors with a lot of money to spend have taken a bullish stance on Arista Networks (NYSE:ANET).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with ANET, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner sp ...