really, arista is the best switching portfolio for the high-end switching.has 35% to 40% market share in the high-end market versus to the total switching share in the mid teens. the debate with ethernet with the portfolio with the spectrum line, it will remain debated from here. we see this as better positioned with the greater openness of ethernet bandwidth. >> let me jump in. the stock in your area coming off earnings yesterday. we showed the board yesterday. up double digits. give us a sense networking and infrastructure stocks. where does that rank in your mind? >> yeah, so, this one has had quite the run in the last couple of quarters here. really, when you think about f5, 70% of the business is coming from this play. when you think about the inferencing the factories coming online, that's where they benefit and across the hardware and software portfolio. in terms of the impact here, we see switching as having the bigger impact especially when you want to talk about the exposure to cloud and a.i. titans. >> let's talk about a.i. software. that's the ot

marÍa antonieta: entro por la puerta central la puerta mariana honor al presidente mariano arista.ena popular, un grupo de mariachis femenil todas mujeres, cantan precioso y llegaron tan orgullosa porque el ajo de jalisco se iba a escuchar rodolfo: va ser interesante el discurso que de la presidenta, eso le pasÓ a lÓpez obrador o mÁs conciliador y cuando estÁ frente a las masas es mucho mÁs combativa vamos a ver si se vuelve mÁs combativa de que estÁ aquÍ en la tarde. marÍa antonieta: los 100 puntos de lo que serÁ su programa. jorge: es importante la cuestiÓn numÉrica una forma cientÍfica estos son los cinco puntos en los que ella consideraba que iba a basarse su nuevo gobiernoy me parece que ahora sigue si exactamente la misma metodologÍa marÍa antonieta: despuÉs viene el traspaso del bastÓn de mando en los pueblos indÍgena, en los 70 pueblos indÍgenas mÁs los afroamericanos. jorge: nos queda un minuto aproximadamente con quÉ te quedas leopoldo de este dÍa? leopoldo: yo veo planteamiento de continuidad, es la cuarta transformaciÓn que continÚa tener las matices personales kelly pr

hay daÑos en otras instalaciones que se unan aristas esconden una red de tÚneles subterrÁneos y lugarcre de los niÑos en las guerras y la destrucciÓn de hospitales y escuelas. en los deportes salah rescatÓ un punto para liverpool ante arsenal, mÁnchester city quedÓ lÍder de la premier. ♪ ♪ ♪ guadalupe: muy buenas tardes, gusto saludarlos con la mÁs importante la informaciÓn de los deportes. en acciÓn la fecha nueve de la premier league, arsenal recibiÓ a liverpool, saka abriÓ el marcador, lo empatÓ van dijk y merino buscÓ la victoria como local pero con anotaciÓn de salah igualaron a dos tantos y dividieron puntos. al final suma 18 y es tercero con 22 liverpool sigue como segundo de la tabla general. ♪ ♪ guadalupe: en la misma jornada, chelsea ante newcastle, el empate fue de alexander isac peronÉ 47 palmer puso el 2—1. definitivo. inter y juventus se encontraron en la serie a en san ciro. el penal en el primer gol y luego un doblete para inter, la historia terminÓ con cuatro anotaciones y doblete para la visita. inter llegÓ a 18 puntos, juve suma 17 hasta el momento nos duelo muy cer

cisco and arista. does that change the thesis of the second level move when it comes to networking stocks and things like this following these reports? >> two things we do know, the more compute you have, the smarter the a.i. models are getting. we got a good read through from meta with mark zuckerberg saying they are in the pre-training stage. he is building and training on a cluster of over 100,000 gpus. if you rewind back 18 months, these were about 10,000 gpus. this is a significant size of clusters. when you have a cluster, it moves and as the clusters get larger, the larger systems and more value accruing to the network provider. we think it goes from 80 split. arista and broadcom are looking to benefit. >> i appreciate the names that the audience can look for. storm uru, thank you very much. great to see you. for more on the trading day ahead, go to cnbc.com/pro for insights and analysis. >>> time for the check of the other big money movers. let's start with carvana. shares here are soaring up a

arista hit an all-time high today. i think it's got more room to run because this is the dominant player in all sorts of switches adapters and networking services that people don't really care about but are making a lot of money. so -- oh yeah, this is signed too. you think i'm getting away with just a hat? so a happy birthday dear bull. the themes that have brought you here are still very much alive. but the bottom line, if you're going to buy these stocks i'd go first with nvidia then with broadcom and finally fair isaac. if only because we need something that's not connected to the data center even as we know it will remain a strong story for the ages. let's take some calls. why don't we start with joe in north carolina. joe! >> caller: hey, jim. hey, listen, i just want to give a special shout out, a thanks to all the volunteers, organizations, small and large, who are helping out in western north carolina. >> you're right, we need them. i gave to red cross because i just like them so much. but everyone should reac

the electrical conduits and everything that goes into the actual buildout, these are the powls, the arista networks, anet. these are -- yeah, there they are, brt. these are the companies that are really providing -- most people have never heard of these companies before. everybody's heard of nvidia, and so you go to the cocktail party and hear about nvidia, so what, okay? [laughter] these are the ones underneath that are providing immense growth. then you've got some old school scuff like corning and train, and you would think to yourself, these companies haven't done anything for a long time. but who's going to do the cooling? you know? liz: yeah. >> who better than train? if. liz: yeah. the old school names. we've known pent if air for a long time, not to mention corning. which, by the way, for those of you older folks who understand -- [laughter] where these tickers came from from, that stands for glass works. >> that's right. liz: you're looking at a different kind of tech. you're watching tesla very closely. the robotaxi event is coming up. is that some kind of catalyst that could act

i am currently estate representative in the house, pleasure of representing western arista county. some of you may remember my days working at a family business as eyes color. i letter went on to race nascar and have been owning my own business ever since then. what got me there is the hard work ethic i learned coming from a kid in st. john valley. i know my grandparents are probably watching tonight, and certainly my niece and nephew, three and four years old. i think about what my grandparents taught me, which is if you went to accomplish anything you have to work hard, make sacrifices for your community, and you hold people accountable. as far as my niece and nephew i want them to know that we can do better. the last four years on longer than that has been difficult for a lot of us. we have an immigration crisis at the center -- southern border, fentanyl killing our communities, inflation stifling the economy making it hard for people to make ends meet. our natural resource industry, which is the industry that i can from being born in a logging and farming family, those industri

es un dÍa histÓrico en la capital mexicana y nosotros estamos tratando de estudiar las diferentes aristasado por esta reducciÓn del dÉficit que se tiene que hacer y yo creo que van a continuar con el esfuerzo de hacer que la gente que debe de pagar impuestos los pague. >> eh se veo muy difÍcil que se puedan crear nuevos impuestos, pero sÍ que se pueda hacer un cobro mÁs eficaz de los mismos para poderle darle este espacio fiscal que va a necesitar y tambiÉn priorizar el gasto pÚblico de una manera muy importante. les decÍa tambiÉn que la cuestiÓn de pemex es algo que nos va a estar limitando tambiÉn, porque pemex va a seguir requiriendo de un gran una gran inyecciÓn de recursos fiscales. >> doctor jesÚs rubio, le agradecemos mucho el tiempo y gracias por ayudarnos a poner esto en perspectiva. la economÍa, que suelen ser temas complejos pero fundamentales que afectan la vida diaria de los mexicanos. muchas gracias. seguimos aquÍ, en este recorrido de lÓpez obrador y de claudia sheinbaum hacia el congreso de los estados unidos mexicanos. >> asÍ es. podemos ver que en este vehÍculo viene la