36
36
tv
eye 36
favorite 0
quote 0
customers in a fox business exclusive and arista ceo talks about the company set to cash in on the airen buffett said success will come if you follow your passion. what if it doesn't? does giving up your dream mean you failed? hear liz's brand new podcast episode that just dropped. start dome to bittersweet crescendo and start to make ends meet forced him to part way with the goal of making it to the music business and little did he inquieting a "real job" leads to hundreds of million ntsb t-shirt business and download the incredible story of true classic tee's founder and ceo everyone talks to liz on apple podcast, spotify, google, wherever you get your podcasts. ♪ ♪ ♪ the biggest ideas inspire new ones. 30 years ago, state street created an etf that inspired the world to invest differently. it still does. what can you do with spy? ♪ ♪ (man) what if my type 2 diabetes takes over? (woman) what if all i do isn't enough? or what if i can do diabetes differently? (avo) now you can with once-weekly mounjaro. mounjaro helps your body regulate blood sugar, and mounjaro can help decrease how
customers in a fox business exclusive and arista ceo talks about the company set to cash in on the airen buffett said success will come if you follow your passion. what if it doesn't? does giving up your dream mean you failed? hear liz's brand new podcast episode that just dropped. start dome to bittersweet crescendo and start to make ends meet forced him to part way with the goal of making it to the music business and little did he inquieting a "real job" leads to hundreds of million...
63
63
Aug 22, 2023
08/23
by
CNBC
tv
eye 63
favorite 0
quote 0
arista is an ai play not a lot of people are fully aware of the extent to which they are going to play a huge role in the buildout of the ai infrastructure around the world. but their top two customers are meta and microsoft. and you could buy as many nvidia chips as you want. you cannot execute anything in terms of ai at the hyper scale, the cloud infrastructure level, if the components aren't talking to each other. and so this is routers and cloud ether net and networking. it's way sexier. cisco is a good way to think about it. arista is one of the few companies, no matter who wins the ai wars, you're going to need their equipment in place and it's not a cheap stock. it's 30 times forward earnings. so the bet really here as an investor is the degree to which they are going to benefit from the cloud infrastructure buildout is not fully reflected and they can do 18, 20% earnings growth over the next three to five years. i think it's possible that they can, and that's how you back into the valuation today, but it's high data. i don't think anyone could follow me into it. i could trade m
arista is an ai play not a lot of people are fully aware of the extent to which they are going to play a huge role in the buildout of the ai infrastructure around the world. but their top two customers are meta and microsoft. and you could buy as many nvidia chips as you want. you cannot execute anything in terms of ai at the hyper scale, the cloud infrastructure level, if the components aren't talking to each other. and so this is routers and cloud ether net and networking. it's way sexier....
100
100
Aug 31, 2023
08/23
by
CNBC
tv
eye 100
favorite 0
quote 0
that's the idea behind arista. nice to see other analysts coming along and agreeing. >> your fellow shareholder jason snipe bought it in march. >> yes, sir, boom. >> what did you pay, jason? >> less than he did. >> he paid eight times earnings. >> well done, jason. >> josh sums it up perfectly. this switching -- and i think what's super interesting. most thought it would be slow this year. it's been the opposite. revenue was up 39%. that's why we own it. >> the other one was 3m, jenny. it's been in the news a lot lately. a couple days the stock really rocked. upgraded to equal weight at morgan stanley. target to 113. why are you laughing? >> there is no segue from arista -- >> there doesn't have to be. >> i thought we were sticking to ai world. >> the opposite of ai is 3m and post-it notes. so when i bought this a year and change ago, it was with the idea i thought at that point with the stock being down so much with so much bad news and bad expectations incorporated into the share price, i thought i bought it at t
that's the idea behind arista. nice to see other analysts coming along and agreeing. >> your fellow shareholder jason snipe bought it in march. >> yes, sir, boom. >> what did you pay, jason? >> less than he did. >> he paid eight times earnings. >> well done, jason. >> josh sums it up perfectly. this switching -- and i think what's super interesting. most thought it would be slow this year. it's been the opposite. revenue was up 39%. that's why we own...
41
41
Aug 29, 2023
08/23
by
KSTS
tv
eye 41
favorite 0
quote 0
aseguran que a decenas de ellos se les debe dinero, y la crisis que se vive en escuelas tiene varias aristasrito se ha dado casi mÁs de cien mil millones de dÓlares, pero que estos contratos nunca entregan el producto que es necesario. >>> tambiÉn que hay muchos administradores en oficinas del distrito pero no suficiente personal en planteles. >>> si no a ri wamgs lo que pasa no po demasiadoing pelear por nuestros hijos. el distrito en un comunicado respondiÓ esto... ( informaciÓn en pantalla) andrÉs brender, nopt cierro telemundo 48. >>> el fiscal general de california demandÓ al distrito de chino valley que exige que eso escuelas notifiquen a sus padres si sus hijos quieren cambiar de genero, dijo que esto viola derechos de los estudiantes. >>> (hablan en inglÉs). busca una orden que detenga la entrada en vigor de esta normativa. >>> lÍderes voluntarios religiosos recibieron un autobÚs con 39 migrantes abordo llegÓ este sÁbado proveniente de texas. nuestro objetivo proveer asistencia, recursos. >>> orientaciÓn legal. >>> las organizaciones aseguran que ademÁs, pues les darÁn hospedaje, ali
aseguran que a decenas de ellos se les debe dinero, y la crisis que se vive en escuelas tiene varias aristasrito se ha dado casi mÁs de cien mil millones de dÓlares, pero que estos contratos nunca entregan el producto que es necesario. >>> tambiÉn que hay muchos administradores en oficinas del distrito pero no suficiente personal en planteles. >>> si no a ri wamgs lo que pasa no po demasiadoing pelear por nuestros hijos. el distrito en un comunicado respondiÓ esto... (...
230
230
Aug 4, 2023
08/23
by
KDTV
tv
eye 230
favorite 0
quote 0
la estrategia de la defensa de trump tiene dos aristas importantes, el posible impacto judicial y ellicanos. >> los votantes tienen derecho a saber quiÉn ocurriÓ y los actos ilegales de una persona que se estÁ postulando como presidente. >> sÓlo estÁ buscando perjudicar la imagen del expresidente tronco fines exclusivamente polÍticos. reportero: lleva el anÁlisis al hecho de que no importa lo que pase con trump, sus simpatizantes continÚan con Él. >> debe pagar las consecuencias, sÓlo dios es el Único que puede juzgar a una persona. >> no me gusta trump, es peligroso para estados unidos y para el mundo. reportero: ex colaboradores de trump como mike pence ahora se distancian del expresidente, dicen que miente sobre el resultado de las elecciones. algunos antiguos miembros de su gabinete estÁn de acuerdo. [habla en inglÉs] reportero: congresistas demÓcratas insisten en que debe haber rendiciÓn de cuentas, no sÓlo por parte de trump, sino tambiÉn por los cocos esperado es mencionados en la acusaciÓn. >> ojalÁ que tengamos justicia y finalmente podamos cerrar esta Época, que es muy difÍ
la estrategia de la defensa de trump tiene dos aristas importantes, el posible impacto judicial y ellicanos. >> los votantes tienen derecho a saber quiÉn ocurriÓ y los actos ilegales de una persona que se estÁ postulando como presidente. >> sÓlo estÁ buscando perjudicar la imagen del expresidente tronco fines exclusivamente polÍticos. reportero: lleva el anÁlisis al hecho de que no importa lo que pase con trump, sus simpatizantes continÚan con Él. >> debe pagar las...
44
44
Aug 29, 2023
08/23
by
KSTS
tv
eye 44
favorite 0
quote 0
suma en total asciende a mÁs de un millÓn de dÓlares, el problema en las escuelas dicen tiene varias aristass estudiando en el distrito y que es activista, dice que la situaciÓn es crÍtica. >>> no hay libros, faltan maestros, y falta la instrucciÓn que necesitan tener. yo siempre digo a los papÁs que necesitamos interesarnos de lo que pasa en las escuelas sino no habrÁ nada distinto. >>> tambiÉn piensan en tomar acciones como ir a la huelga ya que se les estÁ acabando la paciencia. dicen que deben estudiar cuÁles serÁn los criterios por ejemplo para futuros cierres y que se manejen recursos responsablemente. andrÉs brender, "noticiero telemundo." >>> el distrito de la calidad del aire emitiÓ una alerta para el Área de la bahÍa por incendios cerca de la frontera con oregÓn. eso sÍ, las autoridades dicen que esa situaciÓn puede afectar la salud de los residentes, asÍ que se pueden ver afectados rÁpidamente los ojos ¿verdad guillermo? >>> claro, y empiezan a estornudar. >>> no estÁ para salir a hacer cosas al aire libre entonces. >>> no, porque tambiÉn estarÁ ese calorcito. pero bueno vamos con
suma en total asciende a mÁs de un millÓn de dÓlares, el problema en las escuelas dicen tiene varias aristass estudiando en el distrito y que es activista, dice que la situaciÓn es crÍtica. >>> no hay libros, faltan maestros, y falta la instrucciÓn que necesitan tener. yo siempre digo a los papÁs que necesitamos interesarnos de lo que pasa en las escuelas sino no habrÁ nada distinto. >>> tambiÉn piensan en tomar acciones como ir a la huelga ya que se les estÁ...
6
6.0
Aug 19, 2023
08/23
by
ESPRESO
tv
eye 6
favorite 0
quote 0
you back now, by the way, i can't get through yesterday's conversation with serhii zgurts about the aristasw package of german aid for us, and he remarked that it's a little different from him to swim and also the radius of action is a little smaller and can be used directly on the line of contact, this means that it will be more difficult for the enemy helicopter, but still because of the fact that the russians are better in general with planes, namely the planes cover the helicopters, so far ask our partners for some pumped ones apache helicopters and so on, it turns out that it just doesn’t make much sense. it doesn’t make much sense, because after all , without support from planes without the f-16, all this will be a little easier to target. i wonder if iris tim can correct this situation if there are any for two, as it is now said, 20 hryvnias. yes that is, this is already a serious part of the front, and as far as we have heard from pgurets, this very possibility is not only to work with tactical aircraft, but also with stationary aircraft, which, as you know, flies up and drops only
you back now, by the way, i can't get through yesterday's conversation with serhii zgurts about the aristasw package of german aid for us, and he remarked that it's a little different from him to swim and also the radius of action is a little smaller and can be used directly on the line of contact, this means that it will be more difficult for the enemy helicopter, but still because of the fact that the russians are better in general with planes, namely the planes cover the helicopters, so far...
9
9.0
Aug 29, 2023
08/23
by
ESPRESO
tv
eye 9
favorite 0
quote 0
deputies after this or they can to leave the faction there like tyshchenko, or they make mandates like arista, well, but there are essentially no other punishments. well, except that after dubinsky’s departure, there began to be movements by law enforcement agencies and he was handed suspicion but again, this is because it is a toxic dubinsky , well, you won’t see such a thing from other visits. and it’s real. because of such people’s deputies, bankova goes into populism and blocks the diplomatic activities of people ’s deputies. and at the beginning of 2022, we have a so-called women’s battalion that works travels to the countries of the world and explains what is really happening in the country and thanks to personal diplomacy, because diplomacy is not done by zoom, they can convince the politicians of other countries to change their attitude towards russia and give us help, and unfortunately now these people's deputies and some deputies, they cannot perform this important function. zelenskyi works on the diplomatic front , but one person is one person. and we have a parliament and it can a
deputies after this or they can to leave the faction there like tyshchenko, or they make mandates like arista, well, but there are essentially no other punishments. well, except that after dubinsky’s departure, there began to be movements by law enforcement agencies and he was handed suspicion but again, this is because it is a toxic dubinsky , well, you won’t see such a thing from other visits. and it’s real. because of such people’s deputies, bankova goes into populism and blocks the...
36
36
Aug 1, 2023
08/23
by
CNBC
tv
eye 36
favorite 0
quote 0
. >> we've got two s&p constituents moving in opposite directions let's start with arista networks it's on pace for its best day since november 2021 after posting strong guidance and a strong earnings report that's easing concerns from last week that bigger clients are slowing down spending. shares are up nm 19% today on the other end of the spectrum, zebra technologies, which makes bar codes, scanners, printers and products, that stock is on pace for its worst day since 2015 after warning that sales are expected to fall due to softening demand. shares down 18%. >> from a to z thank you. >> that was good >> i thought you were going to go there >>> up next, we're setting you up for amd's results that company reporting in overtime we've got top chip analyst with us what it could mean for the rest of the chips space we're live from the new york stock exchange from big cities, to small towns, and on main streets across the us, you'll find pnc bank. helping businesses both large and small, communities and the people who live and work there grow and thrive. go there they're where we put down
. >> we've got two s&p constituents moving in opposite directions let's start with arista networks it's on pace for its best day since november 2021 after posting strong guidance and a strong earnings report that's easing concerns from last week that bigger clients are slowing down spending. shares are up nm 19% today on the other end of the spectrum, zebra technologies, which makes bar codes, scanners, printers and products, that stock is on pace for its worst day since 2015 after...
34
34
Aug 24, 2023
08/23
by
CNBC
tv
eye 34
favorite 0
quote 0
there are ones like arista network beating out cisco. they help connect chips and help them communicate that can be seen as a strength to your point about competition from hyper scalers, yes, everybody is making their own in-house inference chip that could be competition but, again, it won't run to the same caliber as nvidia's gpu. they may do specific tasks very, very well, even better than the gpu. talking about the whole package, not necessarily the case >> hold on, jenny. i'm sorry. the tale of two chip makers if we're talking about nvidia and intel, because i want your comment on this, too, the gross margins over the last ten quarters -- i don't mean this to you, jenny, in any way -- it just shows the incredible divergence, gross margins of nvidia, red. intel, blue. look at the difference which underscores the story -- it's not like intel is a terrible stock -- hold on, josh. it's up 24%. nvidia is up 200% this year. they have that incredible ability to expand their gross margins to a degree others just can't compete with >> and the
there are ones like arista network beating out cisco. they help connect chips and help them communicate that can be seen as a strength to your point about competition from hyper scalers, yes, everybody is making their own in-house inference chip that could be competition but, again, it won't run to the same caliber as nvidia's gpu. they may do specific tasks very, very well, even better than the gpu. talking about the whole package, not necessarily the case >> hold on, jenny. i'm sorry....
200
200
Aug 9, 2023
08/23
by
KDTV
tv
eye 200
favorite 0
quote 0
nosotros mismos contÁramos nuestras historias, tener un escritor mexicano que es decretaron, la best aristas alimentos que esconde el exceso de calorÍa para que no engorde es sin saberlo si estÁs haciendo dieta. francisca: quÉdate en "despierta amÉrica", el programa que escogiste como nÚmero uno porque de lo que necesitas. ♪ ♪ cuando el almuerzo que prepares está hecho con amor y viene repleto de ingredients de calidad. cuando puedes celebrar grandes victorias, con precios bajos. y cuando ahorra en una cena fácil trae más sonrisas a tu mesa. eso es muy target. dolor de artritis? hoy no. tylenol 8-hour arthritis pain con dos etapas de alivio. una es rápida la otra, duradera. para que hoy te rinda más. tylenol. el más recomendado más por doctores para el dolor de la artritis. el más recomendado más por doctores para pues todavía no podía creer que tenía eso. en ese momento las vidas de nosotros cambiaron. saint jude ha ayudado a nosotros el tratamiento de mi niño, para mi niño. si algo hemos aprendido es ver tu entrega y tus ganas. por eso, nos reinventamos con más valor, más cobertura más co
nosotros mismos contÁramos nuestras historias, tener un escritor mexicano que es decretaron, la best aristas alimentos que esconde el exceso de calorÍa para que no engorde es sin saberlo si estÁs haciendo dieta. francisca: quÉdate en "despierta amÉrica", el programa que escogiste como nÚmero uno porque de lo que necesitas. ♪ ♪ cuando el almuerzo que prepares está hecho con amor y viene repleto de ingredients de calidad. cuando puedes celebrar grandes victorias, con precios...