米国市場銘柄情報

ANET アリスタ・ネットワークス

銘柄追加

264.700
-0.060-0.02%

終値 04/26 16:00 ET

265.000
+0.300+0.11%

市場後 19:59 ET

829.49億時価総額40.23直近PER

アリスタ・ネットワークスに関するコメント

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102956953

04/24 23:35

$アリスタ・ネットワークス(ANET.US)$ sell or what

Singh Rahul

04/15 16:37

Here’s a roadmap showing how top semiconductor companies are driving production in the new digital economy

1. $アーム・ホールディングス(ARM.US)$ provides the blueprint for processors.
2. $タイワン・セミコンダクター・マニュファクチャリング(TSM.US)$ manufactures the chips using equipment from $ASMLホールディング(ASML.US)$ & $ラムリサーチ(LRCX.US)$ .
3. $エヌビディア(NVDA.US)$ & $アドバンスト・マイクロ・デバイス(AMD)(AMD.US)$ supply the GPUs and CPUs.
4. $マイクロンテクノロジー(MU.US)$ will then provide the memory tech for data storage.
5. $スーパー・マイクロ・コンピューター(SMCI.US)$ & $デル・テクノロジーズクラスC(DELL.US)$ integrate...

BelleWeather

04/13 05:25

Arista

I’ve held this company for several years and I am impressed with management and their execution. However, sales growth is slowing, their clients are developing their own solutions and competitors abound. So I will likely decrease my positions (across portfolios,) in pursuit of other opportunities.

Share Your Today's Profit/Loss

Salmon Klein

04/12 23:24

$アリスタ・ネットワークス(ANET.US)$ what's going on here?

Analysts Notebook

03/29 10:53

コラムKey Stocks in the Global AI Supply Chain: Spotlight on Nvidia and Partners

Large U.S. tech firms like $エヌビディア(NVDA.US)$, $マイクロソフト(MSFT.US)$, and $アルファベットクラスA(GOOGL.US)$ have gained from the AI market hype over the past year. However, more companies in the global AI supply chain are also poised to benefit.
Check out these companies in the AI semiconductor value chain:
According to a BofA note, there has been a surge in the AI market with diverse AI solutions emerging since mid-2023. $タイワン・セミコンダクター・マニュファクチャリング(TSM.US)$ plays a c...

Moomoo AI

03/26 23:49

Insider trading charges against Bechtolsheim, a major Arista investor, could affect investor sentiment towards Arista, despite the company's assurance that the SEC announcement did not involve Arista securities trading. Arista's share price dropped 1.3% to $301.87 on Tuesday.

Arista Founder to Pay Nearly $1 Million to Settle Insider Trading Charges -- Barrons.com

103279849

03/22 20:18

$アリスタ・ネットワークス(ANET.US)$ seems it‘s going to leap next week

Charles Owen

03/22 01:46

$アリスタ・ネットワークス(ANET.US)$
BREAK OUT!!!!
BUY NOW!!!!
GET A QUICK 20% AND MOVE ON TO THE NEXT 20% AI PLAY

Rockyturki

03/20 23:25

Part of $エヌビディア(NVDA.US)$ 's moat & value-add is its control of the networking for AI data center.
And $ブロードコム(AVGO.US)$ remains the only alternative chip vendor to it, while $アリスタ・ネットワークス(ANET.US)$ served as the end OEM.
$メタ・プラットフォームズ(META.US)$ 's latest two H100 DCs use two different networking infra, one from $エヌビディア(NVDA.US)$ 's full stack including Mellanox switch while another uses $アリスタ・ネットワークス(ANET.US)$ switch powered by $ブロードコム(AVGO.US)$ chip, and $シスコシステムズ(CSCO.US)$ swi...

Moomoo News Global

03/20 18:23

コラムMissed out on Nvidia? These Alternatives Are Expected to See Growth: Goldman Sachs

The landscape of U.S. equities is abuzz with anticipation as artificial intelligence (AI) cements its place as a transformative force in the technology sector. In a recent analysis by $ゴールドマン・サックス・グループ(GS.US)$, optimism for AI integration remains robust, yet valuations steer clear of the vertiginous heights of previous market bubbles.
Goldman Sachs' insights reveal that market-implied long-term growth expectations hav...

AI concept stocks hit new highs: When will the party end?

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