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Feb 13, 2024
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but the last five times arista -- arista went up for a big ai contract they won the contract.vestors were hoping to hear more optimism. they talked about doing $750 million in ai sales this year. that is a number that management reiterated. i think a lot of shareholders inspected them to raise and then they sold the stock. i think that they had a good up 2023 up 90%. they kept running in january and february based mostly on hopes for ai which in practical terms means multiple expansion. the opportunity is very real that management says they will not start the flow through until maybe 2025. last year was the year of trials. this will be the year of pilot programs and next year will be the year ai starts to come through. i'm sure some of the bulls were hoping the time i would be accelerated, but those were the people that sold the stock today. i can't tell you it's just a one-day shakeout. we are in a bit of an air pocket right now. it could be slower growth for the first half of the year. some may choose to set things out especially with the tech selloff. if you bought the stoc
but the last five times arista -- arista went up for a big ai contract they won the contract.vestors were hoping to hear more optimism. they talked about doing $750 million in ai sales this year. that is a number that management reiterated. i think a lot of shareholders inspected them to raise and then they sold the stock. i think that they had a good up 2023 up 90%. they kept running in january and february based mostly on hopes for ai which in practical terms means multiple expansion. the...
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Feb 13, 2024
02/24
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look at arista networks.credible year for the increases for the stock but of course right now currently trading down 5.7%. the manufacturer of cloud computing gear gave a strong outlook for its fiscal year, not enough at the moment to push back on the tsunami of selling for the broader market. let's bring in in an effort to respond to investors reaction. glad you're here. great numbers for the earnings picture. one of the analysts covering you basically said you would have to have a perfect, a near perfect earnings report and you kind of did yet the stock is selling off. what is the potential message you want investors to know about arista? >> thank you, liz, thank you for having me. i'm very proud of our 2023 highlights. if you look at arista networks we went public 10 years ago. we're celebrating our 10-year anniversary. we are here for the long term. we're the one of fastest growing companies ever in the history of networking. i don't focus on the quarter i focus on the long term. our investors know we hav
look at arista networks.credible year for the increases for the stock but of course right now currently trading down 5.7%. the manufacturer of cloud computing gear gave a strong outlook for its fiscal year, not enough at the moment to push back on the tsunami of selling for the broader market. let's bring in in an effort to respond to investors reaction. glad you're here. great numbers for the earnings picture. one of the analysts covering you basically said you would have to have a perfect, a...
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Feb 23, 2024
02/24
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arista. i i don't know how my cat, o opel, can get any more important. >>> sticking with tech, turning to the ipo market, the home page of the internet gearing up to do public reddit filing yesterday, and revealing its perspective on a surprising major stake holder you might have seen this the headlines. deidre bosa has that story for today's "tech check. >> -- none other than the it guy of the tech world, sam altman. they go back more than a decade, and they were surprising he has more than 9% of voting power. he has invested at least $60 million, starting back in 2024, and he was even ceo for just eight days it got us thig, what else has he invested in? it turns out that his empire is quite large and sprawling. investments, some of the darlings of private tech, including humane, cruise, and asana. but in toldal, 125 companies that he's invested in since 2010 so his empire is wide. and his investment vehicles. there's also apollo project. altman capital and let's not forget that openai's ven
arista. i i don't know how my cat, o opel, can get any more important. >>> sticking with tech, turning to the ipo market, the home page of the internet gearing up to do public reddit filing yesterday, and revealing its perspective on a surprising major stake holder you might have seen this the headlines. deidre bosa has that story for today's "tech check. >> -- none other than the it guy of the tech world, sam altman. they go back more than a decade, and they were surprising...
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Feb 29, 2024
02/24
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en efecto, la carrera por la casa blanca estÁ compuesta por muchas aristas, se agregan otro episodiouenta con inmunidad por algÚn episodio que se hayan dado durante su tiempo en la casa blanca. esto por el caso que enfrenta donald trump por interferencia electoral por todo lo relacionado a la insurrecciÓn al capitolio del 6 de enero. los argumentos iniciales serÁn escuchados a finales de abril, y no se darÍa a conocer una decisiÓn si nos el verano durante el mes de junio, lo que significa una victoria para la defensa de trump, que ha tratado de retrasar este caso cuanto antes, por otro lado tambiÉn estÁ la situaciÓn con el estado de illinois, donde el fallo de un juez sacar a donald trump de la papeleta electoral a nivel estatal, esto sumado a los estados de colorado y maine, que tambiÉn lo ha hecho, citando esa prohibiciÓn por insurrecciÓn que estÁ en la 14 enmienda de la constituciÓn. sorpresivamente, la defensa de trump ha apelado esa decisiÓn en los Últimos minutos. vuelvo con ustedes. carolina: veremos quÉ pasa con el tema de la corte suprema, deben decidirlo muy pronto. gracias
en efecto, la carrera por la casa blanca estÁ compuesta por muchas aristas, se agregan otro episodiouenta con inmunidad por algÚn episodio que se hayan dado durante su tiempo en la casa blanca. esto por el caso que enfrenta donald trump por interferencia electoral por todo lo relacionado a la insurrecciÓn al capitolio del 6 de enero. los argumentos iniciales serÁn escuchados a finales de abril, y no se darÍa a conocer una decisiÓn si nos el verano durante el mes de junio, lo que significa...
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Feb 27, 2024
02/24
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and also the testimony now from occupied east arista. of these really army has presented plans to israel's war cabinet about a duel action mechanism they're hoping to achieve when it comes to israel's ground invasion instead of the 1st, according to these rarely prime minister or evacuation plans for the nearly one and a half 1000000 palestinians who are seeking refuge and gaza southern most city. now the 2nd course of action according to nothing yahoo has to do with the military operation. that will, he says, destroy the remaining how much battalions in order to achieve a total victory. now all of this comes despite a lot of international criticism and condemnation on how exactly one and a half 1000000 palestinians are supposed to be evacuated from alpha. these really prime minister has said repeatedly that he wants to get civilians out of harm's way . but it's a little bit hard to conceive this when there has been relentless bombardment all over the palestinian territory in nearly 30000 people have been killed. so nothing yahoo is also
and also the testimony now from occupied east arista. of these really army has presented plans to israel's war cabinet about a duel action mechanism they're hoping to achieve when it comes to israel's ground invasion instead of the 1st, according to these rarely prime minister or evacuation plans for the nearly one and a half 1000000 palestinians who are seeking refuge and gaza southern most city. now the 2nd course of action according to nothing yahoo has to do with the military operation....
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Feb 9, 2024
02/24
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arista is up 41%. you trimmed too early. now what? >> and i think -- we talked about this in the early part of the show. risk management as we manage stocks as investors. i look more to the ai story. nvidia, i trimmed twice last year. we've discussed this at length. and to jimmy's point, again, there's a lot of good sentiment and animal spirits. as we go through the first quarter, the ai pieces are the ones we'll likely trim. nvidia's multiples have come in. it's the runaway price appreciation more so than the multiple. i think the professor at nyu stern would say it. isn't that the real issue that is of concern? >> nvidia is the least -- look at the stock, the least of my concern. consensus estimates, if those come to fruition, it's a cheap stock. 31% of top line sales. the rapidity of it. as i said, the stocks underneath it, the arm oldings. parabolic. it was a good call. but the moves on the named underneath that are not growing as nvidia, to me that's where the froth is and where people should be thoughtful before taking a new pos
arista is up 41%. you trimmed too early. now what? >> and i think -- we talked about this in the early part of the show. risk management as we manage stocks as investors. i look more to the ai story. nvidia, i trimmed twice last year. we've discussed this at length. and to jimmy's point, again, there's a lot of good sentiment and animal spirits. as we go through the first quarter, the ai pieces are the ones we'll likely trim. nvidia's multiples have come in. it's the runaway price...
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Feb 12, 2024
02/24
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and then arista. >> this is where the university of opportunity expands, and this is cloud ai infrastructuree sweet spot for it again. this should be a favorable report, however, it might be priced to where a very strong report is not enough. >> you mean priced to perfection? >> i don't want to use that word, i don't want to say perfection, but price to where corrective behavior post earnings could be warranted. and you have to remember cadence design, this is exposure to ai, and this is a very strong revenue grower at 18%, and it has been in the atf since its inflexion. >> weiss, this has been on the march, and it's up more than 14%, 15% year to date. >> yeah, you know, i started in the initial position and added slightly. the way i look at it, they are by far -- by far the leader, and that means that they have got the best content. that means they will be able to grow that ad business. who knows what else they will be able to do in terms of online gaming and et cetera. that's why i own it. it's a little expensive, but it will stay expensive, because it's the market leader. as everybody els
and then arista. >> this is where the university of opportunity expands, and this is cloud ai infrastructuree sweet spot for it again. this should be a favorable report, however, it might be priced to where a very strong report is not enough. >> you mean priced to perfection? >> i don't want to use that word, i don't want to say perfection, but price to where corrective behavior post earnings could be warranted. and you have to remember cadence design, this is exposure to ai,...
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Feb 16, 2024
02/24
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what are you getting with arista? you're getting the cloud infrastructure ai networking buildout.ons why that stock has had such great appreciation. >> so up next, one viewer bought uber at an average cost of $35, time to trim? >> bravo. i think look at the portfolio as a whole, you want to make sure that it's not one stock could take it down if some adverse news would happen. but yeah, uber is a large portion of our portfolio, right around the top five. i think managing that and the expectations that you have from here is important. i do own calls in uber and think that may go higher, but managing it from here is important. >> and to shannon, etf at 71.71 and reinvested it into the s&p. how would you grade that trade? >> a b plus. it may be a little early. but both of these etfs look at stocks that have growing dividends. it is rated based on yields. you get a slightly higher yield which will become more attractive. >> some pretty good grades there. fooin "final trades" coming up. (vo) sail through the heart of historic cities and unforgettable scenery with viking. unpack once, a
what are you getting with arista? you're getting the cloud infrastructure ai networking buildout.ons why that stock has had such great appreciation. >> so up next, one viewer bought uber at an average cost of $35, time to trim? >> bravo. i think look at the portfolio as a whole, you want to make sure that it's not one stock could take it down if some adverse news would happen. but yeah, uber is a large portion of our portfolio, right around the top five. i think managing that and...
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Feb 19, 2024
02/24
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er former dnc deputy d press secretary jose arista mons and political correspondent olivia bieber's is next. ♪ ♪ ♪ ♪ ♪ ♪ ♪ ♪ >> trey: welcome back to "sunday night in america."a. it didn't seem like democrats were all that enthusiastic about joe biden before special counsel robert hur's report made publicm that report paints a picture of a man who should not be prosecuted because of diminishet mental capacity as it relates to forming the requisite criminal intent. to be fair to, hur distinguish the biden's fax from the trump facts and his belief biden was an elderly man with trouble remembering important things.de biden has been in politics for half a century. he had run for president before and didn't win the nomination in 2016, despite being eight year vice president he stood down in lieu of hillary clinton. in 2020, he was underperforming for jim clyburn rescued him in south carolina. biden does not, at least to me, have a natural base within the democrat party.appr his approval numbers are down and young people disagree with the his handling of the war in e middle east and the bord
er former dnc deputy d press secretary jose arista mons and political correspondent olivia bieber's is next. ♪ ♪ ♪ ♪ ♪ ♪ ♪ ♪ >> trey: welcome back to "sunday night in america."a. it didn't seem like democrats were all that enthusiastic about joe biden before special counsel robert hur's report made publicm that report paints a picture of a man who should not be prosecuted because of diminishet mental capacity as it relates to forming the requisite criminal...
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Feb 14, 2024
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summa moves we are seeing in -- nasdaq 100 light stocks, arista, i love the company. this is the kind of environment that we are in. i am worried about the nasdaq primarily, not worried there is a crash, i am worried that next week, one week from today february 21st after the close we will get this q4 from nvidia. i am starting to think what could they possibly say that we keep all the balls in the air? i am not like one of these bears that watches the whole thing go up and tries to call the top every week. >> you have been in it longer than most and recently trimmed some because of concerns. >> it is not concerns about the fundamentals of nvidia or because i am not excited about ai, at a certain point we have discounted all of the potential and then some and we are setting companies up to fail not because they are not great, but because nobody could possibly match the enthusiasm and i was around when we did this 25 years ago. we have a broadband buildout that could never live up. we have the ompetitive local exchange carriers. we have the optical network in place. we
summa moves we are seeing in -- nasdaq 100 light stocks, arista, i love the company. this is the kind of environment that we are in. i am worried about the nasdaq primarily, not worried there is a crash, i am worried that next week, one week from today february 21st after the close we will get this q4 from nvidia. i am starting to think what could they possibly say that we keep all the balls in the air? i am not like one of these bears that watches the whole thing go up and tries to call the...
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Feb 20, 2024
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the problem with listening to the nvidias or the arista networks or the super micro computer is they will be the last to know when the orders are duplicative or being canceled. they're at the end of the train. it doesn't mean you can't make money in the stocks, but what it does mean, we have to pay less attention to the kind of guidance that we're getting from the companies that, in the end, are just the suppliers. >> we're hearing optimization -- we're hearing optimizations are fading across the spectrum of companies. maybe you don't want to place all of your marbles in one basket from one company and what they're saying, but you have to look at the trend of what you're hearing from overall the industry and it's pretty powerful, josh. again, it depends on what you want to pay, how your position sizing it, all for risk/reward. i do think that if i believe in the total addressable market, by the way, north of a trillion. i don't know the exact number. nobody does. i want to be part of that. i'm owning something like ibm, which is kind of boring, low beta, but it's also cheap and i lik
the problem with listening to the nvidias or the arista networks or the super micro computer is they will be the last to know when the orders are duplicative or being canceled. they're at the end of the train. it doesn't mean you can't make money in the stocks, but what it does mean, we have to pay less attention to the kind of guidance that we're getting from the companies that, in the end, are just the suppliers. >> we're hearing optimization -- we're hearing optimizations are fading...
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Feb 8, 2024
02/24
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arista networks, for example, their earnings are up -- they are part of the gpu connectors. you have i, know you talked about it on the show in particular, but seep super micro, for example. this is showing you on the screen capex estimates for these big hyper scalers, but super micro that stock is up 150%, and that is considered a server manufacturer. taiwan semi, they make over the last year -- time once a means pretty flat. just since this year, up 28%. why? because i'm not only making the gpus, a lot of the chips for the smartphones, but also the advance packaging, so there are other a.i. winners, and why so many investors right now are hungry for something beyond nvidia. >> some are saying that they're trimming their portions, i've seen comments, morgan stanley yes they put the price record 107 $50, but they're saying the bar is so high for nvidia that they're gonna have to not only beat -- and then have to deal with a supply constraints that may restrict that upside in revenue for nvidia specifically. >> it's not just that, how many of these companies to hyper scalers,
arista networks, for example, their earnings are up -- they are part of the gpu connectors. you have i, know you talked about it on the show in particular, but seep super micro, for example. this is showing you on the screen capex estimates for these big hyper scalers, but super micro that stock is up 150%, and that is considered a server manufacturer. taiwan semi, they make over the last year -- time once a means pretty flat. just since this year, up 28%. why? because i'm not only making the...
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Feb 8, 2024
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arista networks up today. earnings out early next week. they help with connecti ing gpu and the cloud capex comments. you spoke about this yesterday on "closing bell," josh, the world is set to spend $180 billion in ai capex in 2024 driven by the deep pockets of microsoft, meta, alphabet, even throw in amazon in there. so it's an arms race to create the quickest ai system. and why we've seen, to your point, scott, the non-nvidia names, amd, big highlight there. really soaring within the last month. 26%. you can see on your screen since january 2nd, marvell, another huge name, up 20%. so the search for names beyond nvidia right now. >> which we've been, you know, trying to look for. kristina, thank you. kristina partsinevelos. taiwan semi, bill, its market cap is almost $600 billion, i think. it's marched up the ladder of market cap over this period of time. you own a lot of these names. you own micron that gets passed by arm. nvidia, amd synopsis, how do you view these? >> synopsis is our number four holding. they design electronic design
arista networks up today. earnings out early next week. they help with connecti ing gpu and the cloud capex comments. you spoke about this yesterday on "closing bell," josh, the world is set to spend $180 billion in ai capex in 2024 driven by the deep pockets of microsoft, meta, alphabet, even throw in amazon in there. so it's an arms race to create the quickest ai system. and why we've seen, to your point, scott, the non-nvidia names, amd, big highlight there. really soaring within...
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kla, first energy and arista the networks.ls, lucid, datadog, love that name, kla and ill illumina. the 10-year treasury year rising, you're at 4.17. that's going to take its toll on the nasdaq when that rate goes up. and the price of gold well above $2,000 an ounce but only coming down $9 this morning, $2,038. bitcoin, i had that at 47,000 earlier. it's $47,200 now. the price of oil, mid $70 range, yes, we are, $77 about. has been going up recently. nat gas, a huge plunge in prices there. i don't know why. you're below $2 per million british thermal units, way down. the average price for a gallon of regular, that's going up, this should $3.16. diesel up two cents overnight, $3.96. it is friday, don't forget to send in your friday feedback. e-mail us at varneyviewersfox.com. >>> and there's this, just minutes after the supreme court heard arguments on the ballot ban, trump seemed confident that his legal team will definitely pull him through. watch this. >> in watching the supreme court today, i thought it was very, it was a v
kla, first energy and arista the networks.ls, lucid, datadog, love that name, kla and ill illumina. the 10-year treasury year rising, you're at 4.17. that's going to take its toll on the nasdaq when that rate goes up. and the price of gold well above $2,000 an ounce but only coming down $9 this morning, $2,038. bitcoin, i had that at 47,000 earlier. it's $47,200 now. the price of oil, mid $70 range, yes, we are, $77 about. has been going up recently. nat gas, a huge plunge in prices there. i...
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Feb 9, 2024
02/24
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companies will benefit because they specialize, and that is what amd does, that is what marvell does, aristas, and this continues. >> kristina, thank you very much. in steve, thank you for being with us and explain us all to us. coming up, super bowl sunday is upon us. huge money swirling around this game. maybe not seven trillion, but plenty. between the event itself, the gambling, the food, even cybersecurity. we will cover all of the big angles for their head on the program. power lunch will be right back after this. ♪ ♪ every day, businesses everywhere are asking: is it possible? with comcast business... it is. is it possible to help keep our online platform safe from cyberthreats? absolutely. can we provide health care virtually anywhere? we can help with that. is it possible to use predictive monitoring to address operations issues? we can help with that, too. with the advanced connectivity and intelligence of global secure networking from comcast business. it's not just possible. it's happening. ♪♪ whoo! ♪♪ light work! ♪♪ next victims. ♪♪ you ready for this? ♪pump up the jam pump it u
companies will benefit because they specialize, and that is what amd does, that is what marvell does, aristas, and this continues. >> kristina, thank you very much. in steve, thank you for being with us and explain us all to us. coming up, super bowl sunday is upon us. huge money swirling around this game. maybe not seven trillion, but plenty. between the event itself, the gambling, the food, even cybersecurity. we will cover all of the big angles for their head on the program. power...
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Feb 13, 2024
02/24
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. >> well, david, look at arista networks. they report a fer lengthily good quarter.nk it wasn't good enough. the stock is down 14. we can play pin the tail on everything here. was a net weak? the stocks are down. let's find out why it was week? nothing really. let's talk about margins, some cautious moments during the conference call. i think the market is due for a pullback. exhibit a is what happened with arm because that showed you there's just something very wrong right now. people are too excited. >> it is interesting, jim. even the companies this morning that pretty much guided in line. shop is a good example. qsr is another good example. pretty much moderate guidance getting punished to the tune of 6 to 8%. >> i think qsr -- burger kiveng was pretty good, tim hortons was okay, popeye's all right. they're on tonight. i think they did a good job. if you want to know what's really -- a tenor of the market up, one of the great blowouts this morning was molson/coors. the stock is down 96 cents. patrick doyle will have good things to say tonight. we'll have to let i
. >> well, david, look at arista networks. they report a fer lengthily good quarter.nk it wasn't good enough. the stock is down 14. we can play pin the tail on everything here. was a net weak? the stocks are down. let's find out why it was week? nothing really. let's talk about margins, some cautious moments during the conference call. i think the market is due for a pullback. exhibit a is what happened with arm because that showed you there's just something very wrong right now. people...
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Feb 14, 2024
02/24
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do you want to come in now and say, i'm just so early to arista networks?oes that look like early? that does not look like early. >> no, may not be. i would have no idea. >> no, you wouldn't. >> even three-year is pretty nice. >> this is the fourth best performer since the s&p went from 4,000 to 5,000. so, you've got these stocks that are priced for beat and raise, and instead, you get beat and kind of, well, let's wait for a raise. that's not good enough. >> are you eyeing the nvidia quarter with caution? >> oh, geez, there was a note today. now, it's not been great, but we did have a note saying nvidia could just do the number. jensen huang, does he have to do $2 billion? i think nvidia is going to have a very big long-term run. i just think it's possible that you could have an nvidia that was, like, the july to december nvidia of last year when we forget, where i would get stopped on the street and say, thanks for nothing, nvidia. >> right. >> why did you name your dog nvidia? i said, i named my dog nvidia when the stock was $50. when he had the piece of
do you want to come in now and say, i'm just so early to arista networks?oes that look like early? that does not look like early. >> no, may not be. i would have no idea. >> no, you wouldn't. >> even three-year is pretty nice. >> this is the fourth best performer since the s&p went from 4,000 to 5,000. so, you've got these stocks that are priced for beat and raise, and instead, you get beat and kind of, well, let's wait for a raise. that's not good enough. >>...
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Feb 20, 2024
02/24
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arista! >> all these charts are low left high right. the stocks have all gone in the same direction. >> low left high right? i cut that class. i took art instead of that. they are. super micro does scare me because it represents a short squeeze of incredible proportions as does the arm quarter because of the whole back of the softbank and a couple of pillar investors that really aren't selling. but, yeah, can jensen deliver? let's put it this way, if anyone can deliver, it would be jensen. jensen has been proselytizing. the speed of the next gen -- look, the next gen is when we are replaced. >> let's hope the next gen isn't coming any time soon. >> i think it happens. i think other than mahomes and andy reid, everybody is vulnerable. >> we didn't get to the deal of the morning. we'll get to that. shantanu shantanu will join us, the ceo of adobe. he'll break down his company's new ai feature. porket reacting to walmart, det, a lot of other things, too. more "squawk on the street" straight ahead. rock star? what do you know about rock sta
arista! >> all these charts are low left high right. the stocks have all gone in the same direction. >> low left high right? i cut that class. i took art instead of that. they are. super micro does scare me because it represents a short squeeze of incredible proportions as does the arm quarter because of the whole back of the softbank and a couple of pillar investors that really aren't selling. but, yeah, can jensen deliver? let's put it this way, if anyone can deliver, it would be...