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bnp paribas exane lowers arista networks price target to 125 dollars

BNP Paribas Exane has revised its price target for Arista Networks to $125 from $145 while maintaining an outperform rating. Arista Networks specializes in data-driven networking solutions for large data centers and campuses, offering products in Core, Cognitive Adjacencies, and Network Software and Services categories. Their advanced platforms enhance availability, agility, automation, analytics, and security across various networking environments.

telecom vendor analysis reveals growth trends for huawei ericsson and nokia

In 3Q 2024, telco network infrastructure vendor revenues reached $49.6B, with Huawei, Ericsson, and Nokia leading the market, accounting for 37.5% of total revenues. Despite a slight quarterly increase, the annualized market saw a 5.6% decline, primarily due to reduced capex forecasts. Tejas Networks and Broadcom reported significant year-over-year growth, driven by strategic developments in India and acquisitions.
Infinera Corp Alcatel-Lucent e.U. Tech Mahindra Limited Sumitomo Electric Industries, Ltd. Palo Alto Networks, Inc. LENOVO GROUP Commvault Systems, Inc. HCL Technologies FUT, February Infosys Ltd Ubiquiti Inc. Fujitsu Limited Dell Technologies Inc. Spirent Communications plc Wipro Ltd Extreme Networks, Inc. Comba Telecom Systems Holdings Ltd SeaChange International, Inc. AsiaInfo Technologies Ltd Tata Consultancy Services Limited Amdocs Ltd Sterlite Technologies Limited FIBERHOME TELCOM ERICSSON - CLASS B Comarch S.A. Adtran Inc ADVA Optical Networking SE Ciena Corporation Samsung Electronics Co., Ltd. Italtel S.p.A. HENGTONG OPTIC-ELECTRIC NEC Corporation Accenture plc Alphabet Inc. Nutanix, Inc. Nokia Oyj Microsoft Corporation cyan AG Technicolor SA Nexans Sopra Steria Group Corning Inc Huber+Suhner AG Transmode AB Calix, Inc. Check Point Software Technologies Ltd. Optiva Inc. Dycom Industries, Inc. Ceragon Networks Ltd. Oracle AI USD Allied Telesis Holdings K.K. Mitsubishi Electric Corp Dynatrace, Inc. Pace plc Fortinet, Inc. Clearfield, Inc. Exfo Inc. F5 Networks, Inc. Prysmian S.p.A. Ribbon Communications Inc. ZTE Capgemini SE Amphenol Corp DATANG TELECOM Fujikura Ltd. Juniper Networks, Inc. Citrix Systems Inc. Brocade Communications Systems Inc. RADCOM Ltd. TE Connectivity plc Casa Systems Inc. Tejas Networks Limited Kudelski SA SUBEX LTD. Ruckus Wireless LLC Harmonic Inc. Rakuten Group, Inc. Aviat Networks, Inc. Cisco Systems, Inc. Kyndryl Holdings, Inc. MasTec, Inc. Net Insight AB Dragonwave Inc. Radware Ltd. Arista Networks Inc Atos SE Hitachi, Ltd. Wiwynn Corporation Furukawa Electric Co., Ltd. Itochu Techno-Solutions Corporation Amazon.com, Inc. NetScout Systems, Inc. Westell Technologies, Inc. CommScope Holding Co Inc SAP SE Data Call Technologies, Inc. CHN Show more

Chinese startup DeepSeek disrupts US AI market with cost-effective model

Chinese start-up DeepSeek has launched its AI model R1, which rivals US applications like ChatGPT at a fraction of the cost, causing significant market shifts. Despite US trade restrictions, DeepSeek claims to have trained R1 using only 2,000 Nvidia chips, raising questions about the future of AI investments and US dominance in the sector. The model's success has led to a sharp decline in Nvidia's stock and has prompted concerns over the viability of data center investments, as well as potential political tensions between the US and China.

stock market gains led by broadcom and rh earnings surprise

The stock market showed positive momentum, particularly in the tech sector, with the Nasdaq hitting a record high, bolstered by Broadcom's strong performance and AI-related stocks. RH surged nearly 14% after reporting a profit reversal and raising revenue guidance, although some gains may be attributed to short covering. Meanwhile, the S&P 500 and Dow experienced slight declines, and the 10-year Treasury yield rose ahead of the upcoming Federal Reserve meeting.
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