Group 1 - Microsoft is positioned as a key player in the AI race, particularly through its partnership with OpenAI and its Azure cloud computing platform, which is expected to lead to strong earnings [1] - The valuation of certain stocks is considered attractive, indicating potential for growth, with a specific mention of a recent reinitiation of investment at current price levels [2] - Netflix is perceived to have reached a bottom after recent market fluctuations, suggesting it may be a good time for investment [2] Group 2 - Arista Networks is mentioned positively, indicating a favorable outlook for the company [2] - The discussion highlights a notable increase in stock price for a company referred to as "cliffs," which is up 9%, suggesting strong market performance [2]

Your running shoes couldn't get any taller, right? What's next in sneaker tech. https://t.co/3YVDKMqy1p ...

[Music] We're back. Morning trade live. We'll get a status update on the state of Nike's turnaround plan under CEO Elliot Hill when the company reports earnings after Bell.Analysts are expecting earnings of 28 cents per share for the trailing quarter on revenue of 11.2% billion. Shares rallied 15% 3 months ago after the company fourth quarter earnings report. Let's take a look at some of the other names in this space.And we've got Nike 8/10en of a percent lower today ahead of that allimportant report card. ...