Has Broadcom opened the era of AI Infrastructure 2.0? Another batch of companies on the US stock market has reached new highs, revealing these signals.
In contrast to the volatile trends with NVIDIA, a new batch of "Star Stocks" in the US AI Industry Chain is rising. These companies cover businesses such as AEC, DCI, storage, ASIC, and fiber optics, with several companies revealing strong orders, which may provide insights into the latest trends in AI Infrastructure investment.
Arista Networks Analyst Ratings
Morgan Stanley Maintains Arista Networks(ANET.US) With Buy Rating, Cuts Target Price to $118
Morgan Stanley Adjusts Price Target on Arista Networks to $118 From $102.50, Keeps Overweight Rating
Goldman Sachs Adjusts Price Target on Arista Networks to $120 From $115, Keeps Buy Rating
U.S. Stocks Mining | Is the "NVIDIA Moment" coming? Broadcom surged nearly 40% in two days; Tesla continued to rise over 6% overnight, with the stock price aiming for 500 dollars.
Apart from Tesla and Broadcom, technology stocks such as Google, Marvell Technology, Amazon, and Apple reached new highs during yesterday's trading session.
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Arista Networks (ANET) Projects Strong Growth in 2025: Cloud and AI Sectors Lead the Way
U.S. Stock Market Gold Mine | Entering the "Trillion Market Cap Club"! Broadcom surged over 24% after earnings; what is the limit? Tesla hits a new historical high again.
Credo Technology, a company providing secure and high-speed connectivity solutions for the Semiconductors Industry, rose over 11% last Friday, with an annual increase of over 290%, reaching a record high in stock price.
What is Biden planning to do in the last few weeks of his term? The focus will be on AI, pardons, and climate goals...
① Biden plans to take action on AI, pardons, and other areas in the final weeks of his term; ② White House Communications Director Ben LaBolt revealed in a memo that Biden will focus on four major areas: AI, providing financial incentives, climate goals, and reducing sentences and pardons.
Sell NVIDIA, buy Broadcom! What is the market saying on Friday?
Analysts pointed out that Wall Street is focusing on the demand for ASICs (Application-Specific Integrated Circuits) from major Technology companies, which may be one of the reasons for the drop in NVIDIA Stocks. In the coming years, custom chips will gradually take market share from expensive GPUs in the applications of generative AI.
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Arista Networks Hits 17-year High
Ciena Soars Following Q4 Results as Cloud, AI Drive Networking Demand
Arista Networks Inc (NYSE:ANET) Is a Favorite Amongst Institutional Investors Who Own 70%
Arista Networks Insider Sold Shares Worth $17,326,175, According to a Recent SEC Filing
Arista Networks(ANET.US) Officer Sells US$17.33 Million in Common Stock
$Arista Networks(ANET.US)$ Officer Duda Kenneth sold 160K shares of common stock on Dec 6, 2024 at an average price of $108.2886 for a total value of $17.33 million.Source: Announcement What is
Arista Networks, Inc. (ANET) Raymond James 2024 TMT & Consumer Conference - (Transcript)