Floriana/E+ via Getty Images So far, my bullish thesis of Arista Networks ( ANET ) has developed as I anticipated. Since my last article in November, the stock has surged by 25% and strongly outperformed the benchmark. Now, how do I feel about Arista Networks in the months to come? Quite frankly, my bullish thesis remains intact. If anything, the bullish AI narrative strengthens, and ANET continue...
Floriana/E+ via Getty Images So far, my bullish thesis of Arista Networks ( ANET ) has developed as I anticipated. Since my last article in November, the stock has surged by 25% and strongly outperformed the benchmark. Now, how do I feel about Arista Networks in the months to come? Quite frankly, my bullish thesis remains intact. If anything, the bullish AI narrative strengthens, and ANET continues its steady top and bottom-line growth. ANET: Stock Appreciated By 25% And Outperformed The Benchmark (Seeking Alpha) I still view the company as being at the forefront of the AI revolution. Now, it provides crucial connectivity solutions. And I don't think this will fade anytime soon. So, I maintained my rating as Buy. Here's why. Why Accelerated Top and Bottom Line Could Ignite Another Leg? Arista Networks has a significant trait that not a lot of companies could be proud of. What's that? Since it went on IPO, the company hasn't missed either top or bottom-line estimates. And such stellar performance argues for premium valuation. Also, this raises confidence in management, in my opinion. ANET: Historical Earnings (Seeking Alpha) But more importantly, the recent performance suggests accelerated revenue and diluted EPS growth on a year-over-year basis. And that's important. It supports my thesis that the AI revolution isn't slowing down. And I still view this as a multi-year tailwind for ANET. About a month ago, the company reported earnings . While the stock declined by nearly 14% over the following trading session, I don't really agree with the post-earnings reaction. It wasn't a bad quarter. So, steadiness in performance, sure enough, was something I loved. While in Q1 2025, Arista Networks posted 28% top-line growth , this time revenue accelerated to 35% on a year-over-year basis. But what I truly liked about these quarterly earnings is that ANET managed to maintain operating margins (non-GAAP) at 47.8% despite strong revenue growth. Why does it matter? Simply because ...
The Philippines has accused China of building an artificial structure at the hotly contested Scarborough Shoal in the South China Sea. Citing aerial monitoring, the National Task Force for the West Philippine Sea, an inter-agency body overseeing Manila’s maritime strategy in the South China Sea, said on Tuesday that a floating platform six metres (19.7 feet) wide and six metres long was located wi...
The Philippines has accused China of building an artificial structure at the hotly contested Scarborough Shoal in the South China Sea. Citing aerial monitoring, the National Task Force for the West Philippine Sea, an inter-agency body overseeing Manila’s maritime strategy in the South China Sea, said on Tuesday that a floating platform six metres (19.7 feet) wide and six metres long was located within the shoal. The structure appeared to be an antenna and individuals were seen on board, the task...
blanscape/iStock Editorial via Getty Images Much of the public still thinks of Disney ( DIS ) as a list of separate business enterprises that all come together to form the overarching empire. Those categories include: Theme parks Cruises Movies Streaming services ESPN However, instead of thinking of each of these entities in its own separate category, I think it is more constructive to understand ...
blanscape/iStock Editorial via Getty Images Much of the public still thinks of Disney ( DIS ) as a list of separate business enterprises that all come together to form the overarching empire. Those categories include: Theme parks Cruises Movies Streaming services ESPN However, instead of thinking of each of these entities in its own separate category, I think it is more constructive to understand how the new leadership team views the company as following a "One Disney" strategy. In March, The Hollywood Reporter detailed how new Disney CEO Josh D’Amaro wrote to shareholders and the public at large, detailing this plan: And finally, he framed his approach as “One Disney,” in which all the different parts work together, while acknowledging the legacy Iger leaves, and the current moment in media. It is an approach that I believe will resonate with the public and with shareholders at large as the company works to create a singular profit-producing machine. The hope is that each segment can feed into the others and help each turn more profit. For example, streaming content can be used to feed excitement for attending the theme parks. A great time at the theme parks can get a consumer interested in the cruises, and so on. Rather than narrowly focusing on how each segment is performing on its own accord, the company can now consider how well each segment is doing at supporting the others. What the Latest Quarterly Results Reveal About Disney's Current Position I have to admit, there is a lot to be excited about when reviewing the Q2 2026 earnings report . First, we should start with the basics, and those are the headline numbers regarding total revenue and EPS for the quarter. The company produced $25.17B in revenue in Q2 2026, a 6.55% increase YoY and a $318.19M beat compared with analysts' expectations. The company turned those revenues into significant earnings as well by producing $1.57 EPS, a $0.07 beat compared with analysts' expectations. Those headline numbers are g...
Iran football fans living in Los Angeles explain why they want to wave Iran's pre-1979 Islamic revolution flag and dismiss the one that is on their team's shirt.
Iran football fans living in Los Angeles explain why they want to wave Iran's pre-1979 Islamic revolution flag and dismiss the one that is on their team's shirt.
If you want to understand warrior mentality, look no further than these unflinching icons of the 1970s and 80s People talk a lot about character in sport without always agreeing on a precise definition. Hanging in there when times get tough? Arguably that is a pre-requisite across top-level competition. The ability to keep cool, calm and collected under the most extreme pressure? Valuable, certain...
If you want to understand warrior mentality, look no further than these unflinching icons of the 1970s and 80s People talk a lot about character in sport without always agreeing on a precise definition. Hanging in there when times get tough? Arguably that is a pre-requisite across top-level competition. The ability to keep cool, calm and collected under the most extreme pressure? Valuable, certainly, but not every cherished champion – John McEnroe or Diego Maradona, for example – fits that unflappable mould. A more accurate gauge, perhaps, is how much certain individuals are missed once they are gone. In recent days rugby union has lost two titans who absolutely belong in that special category. Not every modern Prem flanker will be familiar with the exploits of Fergus Slattery and Roger Spurrell, both of whom have passed away at 77 and 71 respectively, but for many of us they exemplified what unquenchable warrior spirit looks like. Give or take Willie John McBride, there was no more renowned Irish international forward in the 1970s than “Slattery of Ireland”, to borrow from Cliff Morgan’s famous commentary of the 1973 Barbarians v New Zealand game in Cardiff. On the 1974 British & Irish Lions tour he was at the peak of his powers on the hard fields of South Africa, setting new standards for fit, fast-paced and forthright wing forwards everywhere. As the suitably warm tribute issued by Blackrock College put it: “He played with ferocity and grace but without ego or theatre … Fergus never sought admiration but earned it universally.” Spurrell, for some bizarre reason, never won an England cap but the example he set as Bath’s unflinching captain during their glory years remains indelible. His former teammate Jeremy Guscott described him in the Rugby Paper as “a true Bath rugby icon” and the former paratrooper was renowned as one of the hardest players in a notable tough Bath pack who underpinned the club’s consistent success. The journalist Jon Newcombe described the cu...
South Korean stocks rebounded on Tuesday a day after a sharp selloff, tracking the U.S. tech rally, driven by index heavyweights SK Hynix and Samsung Electronics ( SSNLF ). The benchmark Kospi ended 8.2% higher on Tuesday, ending its three-day losing streak and recovering most of its losses from Monday. "The message was simple: AI was not dead, but the crowd was jumpy," Saxo analysts said about Tu...
South Korean stocks rebounded on Tuesday a day after a sharp selloff, tracking the U.S. tech rally, driven by index heavyweights SK Hynix and Samsung Electronics ( SSNLF ). The benchmark Kospi ended 8.2% higher on Tuesday, ending its three-day losing streak and recovering most of its losses from Monday. "The message was simple: AI was not dead, but the crowd was jumpy," Saxo analysts said about Tuesday's rebound. SK Hynix closed up 15.9% in Seoul after it signed a multi-year deal with Nvidia ( NVDA ) to codevelop next-generation AI memory chips. Samsung's Seoul-listed shares ended about 9% higher. Han Ji-young, an analyst at Kiwoom Securities, told The Korea Times that market volatility would likely continue this week. "After the sharp losses recorded over the previous two sessions, some investors may use the recovery as an opportunity to reduce their exposure, while others may view the pullback as an attractive entry point. As these opposing forces compete, market volatility is likely to remain elevated for the rest of the week," Han noted. More on South Korea Korean Equities: A Diverging, Concentrated Market All The Classic Signs Of A Bubble In South Korea South Korean stocks plunge as traders scale back AI bets Nvidia, SK Telecom plan gigawatt-scale AI cloud in South Korea
China’s imports from the European Union dropped for the first time in three months, again swelling a trade imbalance that’s put it on a collision course with the bloc. In sharp contrast to China’s surging purchases of foreign goods in May, its imports from the EU slumped 1.3% after two months of gains, according to preliminary and partial data released by the General Administration of Customs on T...
China’s imports from the European Union dropped for the first time in three months, again swelling a trade imbalance that’s put it on a collision course with the bloc. In sharp contrast to China’s surging purchases of foreign goods in May, its imports from the EU slumped 1.3% after two months of gains, according to preliminary and partial data released by the General Administration of Customs on Tuesday. Though exports to the EU slowed and grew 7.6%, the weakest since last October, China’s trade surplus with the bloc still widened slightly from April to stay above $30 billion. The extent of the imbalance will keep the spotlight on a lopsided trading relationship that’s prompting officials in Europe to start weighing new restrictive measures against Beijing. Forging a common stance on China has proved difficult in the past. And with the standoff intensifying, Beijing has pledged that it would retaliate if the EU were to proceed with new trade curbs. Left With Few Choices, EU Braces for a Trade Fight With China EU Firms Warm to China Even as Tensions Spiral Over Export Surge Germany Urged to Back EU Push Against Worsening China Shock EU Plans Tougher Trade Measures to Rebuff Chinese Export Surge French President Emmanuel Macron is set to host a video call between the the Group of Seven countries and China to address global trade imbalances, Politico reported . The latest Chinese customs data for May showed imports from Germany plummeted 6.2% from a year earlier, in a reversal from two months of gains . China’s purchases from France grew 24%, roughly the same rate as in April, while imports from the Netherlands returned to expansion with a gain of 8.8%. More detailed data is set to be published later this month.
Key PointsAI is the largest addressable opportunity in decades, and it's sent shares of Nvidia, Palantir Technologies, Micron Technology, and Broadcom soaring over the trailing three years.
Key PointsAI is the largest addressable opportunity in decades, and it's sent shares of Nvidia, Palantir Technologies, Micron Technology, and Broadcom soaring over the trailing three years.