As the bull market and AI data center buildout gain momentum, Nvidia ((NVDA), Arista Networks ((ANET), and Vertiv ((VRT) continue to lead the way, and for good reason. While many new opportunities have emerged to play the AI theme, these three remain, in my view, the lowest-risk and most structurally important players in the space.Each company plays a critical role in the backbone of data centers and enjoys distinct competitive advantages in its niche. Nvidia dominates in GPUs and AI compute, Arista Network ...

Core Insights - Celestica Inc. has launched two new 1.6TbE data center switches, the DS6000 and DS6001, aimed at high-bandwidth AI/ML applications, contributing to the OCP Community and listing them on the OCP Marketplace with OCP Inspired™ recognition [1][2][3] Product Specifications - The DS6000 is a 3RU, 64-port switch designed for traditional air-cooled data centers, while the DS6001 is a 2U, 64-port hybrid-cooled switch optimized for the 21-inch OCP ORv3 rack [2][4] - Both switches utilize the Broadcom Tomahawk 6 chipset, providing a total switching capacity of up to 102.4Tbps, effectively doubling the capacity compared to Celestica's existing 800G solutions [2][8] - The DS6000 and DS6001 include advanced AI routing features and interconnect options tailored for AI clusters [2][3] Market Position and Recognition - Celestica has been recognized as a leader in high-speed and AI networking, having received the 2024 Dell'Oro Market Share Leader Awards for both Ethernet Switch – AI Networks and High-Speed Networks (> 800 G) [8][9] - The introduction of the DS6000 and DS6001 switches reinforces Celestica's commitment to addressing the future needs of AI networking and its understanding of enterprise customer requirements for reliability and performance [9][10] Industry Collaboration - The new switches will be showcased at the OCP Global Summit 2025, highlighting Celestica's role in the open networking ecosystem [6][7] - The collaboration with Broadcom on the Tomahawk 6 chipset emphasizes the innovation in delivering solutions optimized for modern AI workloads [7][8] Customer Benefits - The DS6000 and DS6001 switches offer significant advantages, including high performance, energy efficiency, and flexibility in port speeds ranging from 50GbE to 800GbE [8][9] - Both switches support an open-source Network Operating System (NOS) approach, enhancing deployment versatility across various use cases [5][6]

The Trump administration is considering whether to take a major step toward restricting the US operations of TP-Link Systems, a China-linked router-maker whose Wi-Fi equipment is popular in the American market, sources say. https://t.co/4ZNq4ccIEG ...

MORRISVILLE, N.C.--(BUSINESS WIRE)--Extreme Networks today announced plans to release financial results for its first fiscal quarter 2026 before market open on Wednesday, Oct. 29, 2025. ...

Key Takeaways Markets hit record highs despite a government shutdown and lingering inflation concerns.High-ROE stocks such as Arista, TE Connectivity, and Corning offer strong earnings momentum.AppLovin and Banco Bilbao join the list for robust cash flow, solid growth, and efficient returns.Shrugging off concerns regarding a government shutdown, the broader equity markets have been hitting all-time highs on the trot or thereabouts over the past few days. The government shutdown, which has led to an economic ...

Core Insights - Nokia has successfully conducted end-to-end testing of Ultra Ethernet Transport (UET) traffic across its high-performance data center switching platforms, reinforcing its leadership in AI-ready networking solutions [1][5][7] - The integration of UEC Specification 1.0 into Nokia's data center fabric solution addresses the increasing demands of AI and High-Performance Computing (HPC) workloads, emphasizing the need for ultra-low latency and high bandwidth [3][5][7] Company Developments - The testing involved 800 GE interfaces using Keysight's AresONE testing platform, showcasing the performance and scalability of Nokia's 7220 IXR and 7250 IXR product families [4][6] - Nokia's commitment to the Ultra Ethernet Consortium (UEC) is highlighted, as the company aims to leverage UET for cost-effective and interoperable AI and HPC application stacks [3][6] Industry Trends - The rise of AI is prompting a reevaluation of data center operations, necessitating networks that can handle real-time training and inference with minimal packet loss [2][7] - The Ultra Ethernet Consortium's new UET layer is positioned as a solution to the complex challenges posed by AI and HPC, aiming to modernize data center networks with new standards and architectures [3][7]

Cisco released software updates Wednesday (Sept. 24) that address a vulnerability that could leave affected devices open to denial of service (DoS) and remote code execution attacks.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional ...

Core Insights - The article compiles significant research calls from Wall Street that are influencing market movements [1] Upgrades - Argus upgraded Ulta Beauty (ULTA) to Buy from Hold with a price target of $570, noting the company's fourth consecutive earnings beat despite underperforming the S&P 500 and industry ETF IYC over the past quarter [2] - Scotiabank upgraded CrowdStrike (CRWD) to Outperform from Sector Perform with a price target of $600, increased from $440, highlighting that CrowdStrike is "more competitively entrenched than ever" in core endpoint security [2] - BNP Paribas Exane upgraded Arista Networks (ANET) to Outperform from Neutral with a price target of $172, up from $125, identifying the company as a "key beneficiary" of the multi-year AI data center capex supercycle [2] - MoffettNathanson upgraded Chewy (CHWY) to Buy from Neutral with a price target of $48, indicating that the recovery in pet household formation will reduce volatility in Chewy's quarterly customer additions, although the path to above-consensus customer additions and adjusted EBITDA in FY26 "will not be linear" [2] - Seaport Research upgraded Intel (INTC) to Neutral from Sell without a price target, suggesting that while Intel is facing challenges, the stock may benefit from follow-on investments and potential near-term "stop-gap solutions" [2]

Core Viewpoint - Analysts are increasing their target prices for Cisco, Inc. (CSCO) based on management's guidance, with a recommendation for shorting out-of-the-money (OTM) put options as a potential strategy [1][6]. Group 1: Price Performance and Analyst Targets - CSCO closed at $68.21 on September 19, 2025, up from a recent low of $66.53 on September 12, but down from a peak of $71.79 on August 8 [1]. - Analysts have raised their price targets for CSCO, with a survey showing 26 analysts now targeting $76.10, up from $75.58 a month ago [5]. - Barchart's survey indicates a price target increase from $75.06 to $76.58, while AnaChart's survey shows a rise from $77.17 to $79.18, representing a +16% upside from the recent close [5]. Group 2: Financial Metrics and Forecasts - Cisco is expected to generate nearly $60 billion in sales for the year ending July 2026, with a free cash flow (FCF) margin of 27.38% last quarter [4]. - The average FCF is projected to reach 25.4% of forecast sales, leading to an estimated FCF of $15.15 billion [4]. - Using a 5.0% FCF yield metric, Cisco's market cap could potentially reach $303 billion, indicating a 12.37% increase from the current market cap of $269.648 billion [4]. Group 3: Investment Strategy - The slight increase in price targets suggests limited upside potential for CSCO stock, estimated between +12.4% and +16% [6]. - This scenario presents a favorable opportunity for short sellers of out-of-the-money (OTM) puts, particularly if CSCO maintains its current price level over the next month [7].

Core Viewpoint - Cisco Systems, Inc. has been downgraded from a hold to a sell rating due to weak guidance despite a strong AI infrastructure business [1] Company Summary - The AI infrastructure business of Cisco is performing robustly, indicating potential in this segment [1] - However, the overall guidance provided by the company is weak, which raises concerns about future performance and valuation [1]