what's so is good about a arista that and a a sml?k they're doing two the different things that we really need in the age of a.i. and coming quantum computing. and what they do, asml makes the machine this is that make chips. -- machines that a this make chips. so i think they're positioned in a good place. and as an investor, their stock has been going kind of sideways, not shooting off the top of the the chart like some others. so is that's a good thing for us. arista networks, they're the nuts and bolts of the internet. they do a lot of things like old school cisco did back in the day. so they both are providing a different play that's not just nvidia with, that's not just palantir. stuart: you think those two stocks, arista that and the other one, should be core holdings for people? >> i think both of them could be and and should be core holdings. i think the reason, stuart, one of the good reasons especially for asml, it's a european-based stock. i sent you some pretty graphics in my notes this showed how europe has been outperfo

that is overshadowing a 20% jump in annual revenue for arista down 8%.tuart: is that because of ai and dropping a bit? lauren: just using other systems i believe. stuart: thanks very much. still ahead, treasury secretary scott bessent explaining important of building economic partnership with ukraine. watch. >> the ukrainian people that we support them, show the american people that the money that is going in to ukraine, there's going to be a return and there's going to be a long term partnership. stuart: we're going to bring you more on administration's plan to end the war with russia a bit later in the show. msnbc contributor chris matthews naming names and demanding that the democrats take on trump's so-called firing squad. we'll tell you who he's calling out on the left. so long student loan handouts and federal appeals court blocked biden era program. why the judge has decided with the seven republican states. ♪ so, what are you thinking? i'm thinking... (speaking to self) about our honeymoon. what about africa? safari? hot air balloon ride? swim wi

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the warsaw sam proclaims russia arista become poland, new world. that is the conquest of russia. it was compared to the discovery of america, with its people sharing the faith of indigenous tribes. the powerless king no longer needs the treacherous boys. that he sense and you can ations far from the original agree, tons the owner of russia should convert to catholicism. polish nobles will occupy state posts and here, so it gets more into search. the comes to suffering regions to refer to us prior, it's probably going to go away so you will see more talk each gets most that. so i don't want to see if you want to put in your c o. c. there stokes digital must korea. so some of these are cool, no pro, force coordinates, that's a here, that is a top, but you know, the voice to consequence of what it was mailed change, meaning the principal shanaski who had to solve the issue with the intervention is settled in the kremlin. the entire russian land, rogues of the gates, the russians. comics, taught us body and bush keeps lovins. an old modes tolls of expelled the country, awaits those e

fast forward to now those same names and i've included a few more like arista networks, modine, marvelling. we're seeing an average of just 1% last week, a fraction of last year's excitement after we saw all of those big capex numbers. so what's behind this market shift? well, analysts kind of point to three key factors. first, you have concerns about tariffs. so investors are looking for safer havens like software for example. and you can just see that just in the shift of the igv which is a software etf. it's up about what, 9% just in the last month versus the sox etf a good barometer for chips. and that's not up as much, maybe around 2%. second, you got the deep sea headlines that have some questioning the pace of ai development. and then perhaps most importantly, bank of america is warning that all of this i spend could start eating into profits. those margins, even for the mighty magnificent seven. the big question now is whether this is just a temporary cooldown, or a sign that wall street is really starting to take a more realistic view of ai's near term impact on corporate botto

. >> arista networks. >> eversource energy, lennar the home builder and iron mountain, all on the. bottom of the s&p. 500 in the premarket. and we want to take a look at the gainers as well. the stocks that are leading right. >> now. >> we're seeing supermicro. we're going to talk a bit more. >> about that. >> stock in. >> just. >> a second. >> gilead sciences. >> edwards life. >> sciences, nxp. >> semiconductors and mohawk industries. >> on the top. >> five right now. so we. >> continue to watch stocks. >> tied. >> to tariffs on aluminum and steel this morning. we continue to see movement in the premarket. >> nucor up. >> fractionally cleveland-cliffs also up fractionally. the big gainer this morning sentry. >> aluminum those. >> shares up about 2.5%. >> alcoa another big aluminum. >> producer also. >> up fractionally. >> right now. >> in the premarket. we're also. >> tracking two. stocks that are very closely. tied to. >> the. >> eye trade. >> let's start with one of the big winners here meta. >> on a 17 day win streak. >> take a look at. >> the chart right here. you can see just

a rough session though for arista networks. take a look. shares getting clobbered

let's check in with the top brass and later one of my absolute favorites, arista networks. it fell today, despite what i thought was a really terrific quarter. let's talk it over with the ceo and stay with cramer. >> don't miss a second of mad money follow jimcramer on x. have a question. tweet cramer hashtag mad mentions. send jim an email to madmoney.cnbc.com. or give us a call at one 800 743 cnbc. miss something. head to cnbc. miss something. head to madmoney.cnbc.com. it all started with a small business idea. it's a pillow with a speaker in it! that's right craig. pulling in the perfect team to get the job done. i'm just here for the internets. at&t, it's super-fast! you locked us out?! and when thrown a curveball... arrggghh! ahhhh! [crashing sounds] we had everything we needed. is the internet out? don't worry, we have at&t internet back-up. the next level network for small business. ♪♪ i sold a pillow! at atlassian, we believe real progress takes all of us working together on new sources of energy, cars that drive to the future, even pizza deliveries. together we ca

a rough session though for arista networks. take a look. shares getting clobbered today on a softer than expected outlook. garmin shares well it is surging. that stock is on its earnings. take a look. 11% does take us to our talk of the tape. where is this record setting setting rally heading from here. let's welcome in dan greenhouse of solus alternative asset management and jp morgan's elise ossenbeck. it's great to have you both with us. elise. when you look at this market, the word many come back with is resilient. is that how you feel? >> we have been using the word resilient. we think that 2025 is going to be a year that investors have the chance to build on strength. we see more room for this market rally to run. we're expecting another kind of high single digit total return upside from here. and we're really focused on key themes and sort of alpha opportunities at the sector level. >> kind of continuing, dan, to climb this wall of worry. at least bank of america talks that way, that there are all these bullish technical patterns. i