A ship remains anchored on May 16, 2026 in the Strait of Hormuz near Larak Island, Iran. Negotiations between the U.S. and Iran over opening this critical waterway have largely stalled as the countries have rejected each other's proposals to end the war that began when the U.S. and Israel attacked Iran on February 28. Majid Saeedi | Getty Images News | Getty Images Mediators believe they are neari...
A ship remains anchored on May 16, 2026 in the Strait of Hormuz near Larak Island, Iran. Negotiations between the U.S. and Iran over opening this critical waterway have largely stalled as the countries have rejected each other's proposals to end the war that began when the U.S. and Israel attacked Iran on February 28. Majid Saeedi | Getty Images News | Getty Images Mediators believe they are nearing a deal to extend the U.S. ceasefire with Iran by 60 days and establish a framework for nuclear talks, the Financial Times reported Saturday, citing people briefed on the negotiations. The agreement would include a gradual reopening of the Strait of Hormuz, a commitment to discuss Iran's stockpile of enriched uranium, eased sanctions, and the phased unfreezing of Tehran's overseas assets, the FT reported. Iran's foreign ministry spokesman said Tehran is finalizing a "memorandum of understanding" to end the war as a first phase, before moving to broader talks within 30 to 60 days. "The deal seems to be going in the right direction. It's with the Americans now for review," a diplomat briefed on the talks told the FT. U.S. President Donald Trump said he is "getting a lot closer " to an agreement with Iran, CBS News reported Saturday. He could make a decision Sunday, Axios reported . There has been a fragile ceasefire in place since April 8, punctuated by skirmishes as the U.S. and Iran jockey over the Strait of Hormuz, a key passage for global energy trade. The conflict has set off what Gulf states called the worst global energy crisis in decades, with higher energy prices in the U.S. feeding rising inflation and expectations that the Federal Reserve may need to increase interest rates. Pakistani and Qatari negotiators held talks with Iranian counterparts on Thursday and Friday, while staying in regular contact with U.S. envoy Steve Witkoff, the FT reported. Iran's top negotiator told a Pakistani counterpart that Iran wouldn't compromise its "legitimate rights" and expressed...
Tobacco giant Altria (MO +0.26%) has been struggling to generate much growth in recent years. As fewer people smoke, the company has been pivoting to other, less harmful products for consumers. It's been a challenging journey for the company, and there's no denying that smokeable tobacco is still its core business, and it's going to remain that way for the foreseeable future. When the company rece...
Tobacco giant Altria (MO +0.26%) has been struggling to generate much growth in recent years. As fewer people smoke, the company has been pivoting to other, less harmful products for consumers. It's been a challenging journey for the company, and there's no denying that smokeable tobacco is still its core business, and it's going to remain that way for the foreseeable future. When the company recently reported earnings, there was a positive surprise for investors, or so it seemed anyway. Sales were up 5% from the same period compared to a year ago. That's not the type of growth investors have been accustomed to seeing from the company. But when looking at the bigger picture, the results look far less exciting. Altria's numbers were up, but they were also going up against some weaker comparables When a business is in decline, it may be easier to show growth even if the numbers aren't necessarily higher than they were a few years ago. And that's exactly the case with Altria. On a year-over-year basis, sales (net of excise taxes) were up over 5% in its most recent quarter -- the best rate the tobacco company has achieved in multiple years. Its revenue during the first three months of the year, when excluding excise taxes, totaled $4.1 billion. Five years earlier, however, that figure stood at nearly $4.9 billion. Its revenue has actually declined by approximately 16% over that time frame. While there has been some growth in its oral tobacco products over the past five years, it's not anything to get terribly excited about. From $626 million in net revenue back in the first quarter of 2021 to $669 million this past quarter, that's an increase of just under 7%. It's modest, and it still means that it's a small fraction of the overall business. Expand NYSE : MO Altria Group Today's Change ( 0.26 %) $ 0.19 Current Price $ 73.90 Key Data Points Market Cap $123B Day's Range $ 73.48 - $ 74.16 52wk Range $ 54.70 - $ 74.56 Volume 4.5M Avg Vol 9.3M Gross Margin 79.39 % Dividend ...
Key Points Altria's growth rate was surprisingly strong in its most recent quarter. However, after years of declines, it was also going up against some fairly weak numbers. There's still plenty of uncertainty around the company's long-term future. 10 stocks we like better than Altria Group › Tobacco giant Altria (NYSE: MO) has been struggling to generate much growth in recent years. As fewer peopl...
Key Points Altria's growth rate was surprisingly strong in its most recent quarter. However, after years of declines, it was also going up against some fairly weak numbers. There's still plenty of uncertainty around the company's long-term future. 10 stocks we like better than Altria Group › Tobacco giant Altria (NYSE: MO) has been struggling to generate much growth in recent years. As fewer people smoke, the company has been pivoting to other, less harmful products for consumers. It's been a challenging journey for the company, and there's no denying that smokeable tobacco is still its core business, and it's going to remain that way for the foreseeable future. When the company recently reported earnings, there was a positive surprise for investors, or so it seemed anyway. Sales were up 5% from the same period compared to a year ago. That's not the type of growth investors have been accustomed to seeing from the company. But when looking at the bigger picture, the results look far less exciting. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Altria's numbers were up, but they were also going up against some weaker comparables When a business is in decline, it may be easier to show growth even if the numbers aren't necessarily higher than they were a few years ago. And that's exactly the case with Altria. On a year-over-year basis, sales (net of excise taxes) were up over 5% in its most recent quarter -- the best rate the tobacco company has achieved in multiple years. Its revenue during the first three months of the year, when excluding excise taxes, totaled $4.1 billion. Five years earlier, however, that figure stood at nearly $4.9 billion. Its revenue has actually declined by approximately 16% over that time frame. While there has been some growth in its oral tobacco products over the past fiv...
Consulting giant Deloitte noted in November last year that inference workloads will be the next big thing in artificial intelligence (AI) in 2026. According to Deloitte, inference will account for two-thirds of AI computing power this year, up from 50% in 2025. Deloitte estimates the market for inference-focused AI chips could reach $50 billion this year. McKinsey, on the other hand, estimates tha...
Consulting giant Deloitte noted in November last year that inference workloads will be the next big thing in artificial intelligence (AI) in 2026. According to Deloitte, inference will account for two-thirds of AI computing power this year, up from 50% in 2025. Deloitte estimates the market for inference-focused AI chips could reach $50 billion this year. McKinsey, on the other hand, estimates that AI inference workloads in data centers could jump from almost 21 gigawatts (GW) last year to 93 GW in 2030, clocking a compound annual growth rate (CAGR) of 35%. Not surprisingly, there is a race among AI chipmakers to make inference-focused processors to capitalize on this lucrative growth opportunity. From Nvidia (NVDA 1.86%) to Advanced Micro Devices to Broadcom to Intel, everyone is trying to make the most efficient chips that can run AI inference applications cost-effectively in data centers and at the edge. However, I believe that these semiconductor companies will be beaten by Arm Holdings (ARM +2.78%) in the inference era. Let's look at the reasons why. Arm Holdings is a top pick-and-shovel AI inference play AI inference isn't as compute intensive as the training phase. In fact, AI inference can be performed even by a central processing unit (CPU) in both data centers and on edge devices running inference workloads locally. Arm Holdings' focus on offering energy-efficient chip designs, which help chip designers make power-efficient chips with solid performance, has made the British company the go-to choice for several consumer electronics companies and chipmakers. Expand NASDAQ : ARM Arm Holdings Today's Change ( 2.78 %) $ 8.28 Current Price $ 306.51 Key Data Points Market Cap $326B Day's Range $ 288.21 - $ 315.00 52wk Range $ 100.02 - $ 315.00 Volume 14M Avg Vol 8.7M Gross Margin 94.08 % Nvidia, for instance, utilizes Arm's architecture for its Grace server CPU. Its latest Vera CPU, which the company will sell as a stand-alone product, is also based on Arm's late...
Key Points Arm Holdings' influence in the AI inference market is increasing thanks to its solid customer base. Arm's diversified revenue streams, including licensing, royalty, and its in-house chips, will make it a significantly bigger company over the next five years. Arm's impressive revenue growth is likely to be rewarded with more upside on the stock market. 10 stocks we like better than Arm H...
Key Points Arm Holdings' influence in the AI inference market is increasing thanks to its solid customer base. Arm's diversified revenue streams, including licensing, royalty, and its in-house chips, will make it a significantly bigger company over the next five years. Arm's impressive revenue growth is likely to be rewarded with more upside on the stock market. 10 stocks we like better than Arm Holdings › Consulting giant Deloitte noted in November last year that inference workloads will be the next big thing in artificial intelligence (AI) in 2026. According to Deloitte, inference will account for two-thirds of AI computing power this year, up from 50% in 2025. Deloitte estimates the market for inference-focused AI chips could reach $50 billion this year. McKinsey, on the other hand, estimates that AI inference workloads in data centers could jump from almost 21 gigawatts (GW) last year to 93 GW in 2030, clocking a compound annual growth rate (CAGR) of 35%. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Not surprisingly, there is a race among AI chipmakers to make inference-focused processors to capitalize on this lucrative growth opportunity. From Nvidia (NASDAQ: NVDA) to Advanced Micro Devices to Broadcom to Intel, everyone is trying to make the most efficient chips that can run AI inference applications cost-effectively in data centers and at the edge. However, I believe that these semiconductor companies will be beaten by Arm Holdings (NASDAQ: ARM) in the inference era. Let's look at the reasons why. Arm Holdings is a top pick-and-shovel AI inference play AI inference isn't as compute intensive as the training phase. In fact, AI inference can be performed even by a central processing unit (CPU) in both data centers and on edge devices running inference workloads locally. Arm Holdings' focus...
Consulting giant Deloitte noted in November last year that inference workloads will be the next big thing in artificial intelligence (AI) in 2026. According to Deloitte, inference will account for two-thirds of AI computing power this year, up from 50% in 2025. Deloitte estimates the market for inference-focused AI chips could reach $50 billion this year. McKinsey, on the other hand, estimates tha...
Consulting giant Deloitte noted in November last year that inference workloads will be the next big thing in artificial intelligence (AI) in 2026. According to Deloitte, inference will account for two-thirds of AI computing power this year, up from 50% in 2025. Deloitte estimates the market for inference-focused AI chips could reach $50 billion this year. McKinsey, on the other hand, estimates that AI inference workloads in data centers could jump from almost 21 gigawatts (GW) last year to 93 GW in 2030, clocking a compound annual growth rate (CAGR) of 35%. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Not surprisingly, there is a race among AI chipmakers to make inference-focused processors to capitalize on this lucrative growth opportunity. From Nvidia (NASDAQ: NVDA) to Advanced Micro Devices to Broadcom to Intel, everyone is trying to make the most efficient chips that can run AI inference applications cost-effectively in data centers and at the edge. However, I believe that these semiconductor companies will be beaten by Arm Holdings (NASDAQ: ARM) in the inference era. Let's look at the reasons why. Image source: The Motley Fool. Arm Holdings is a top pick-and-shovel AI inference play AI inference isn't as compute intensive as the training phase. In fact, AI inference can be performed even by a central processing unit (CPU) in both data centers and on edge devices running inference workloads locally. Arm Holdings' focus on offering energy-efficient chip designs, which help chip designers make power-efficient chips with solid performance, has made the British company the go-to choice for several consumer electronics companies and chipmakers. Nvidia, for instance, utilizes Arm's architecture for its Grace server CPU. Its latest Vera CPU, which the company will sell as a stand-alone product, is...
Susan St. Ledger, a member of the Board of Directors at Klaviyo, disclosed the sale of 9,334 shares of Series A Common Stock for a transaction value of approximately $133,000, as reported in the SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 9,334 Transaction value ~$133,000 Post-transaction shares (direct) 10,939 Post-transaction value (direct ownership) ~$156,000 Transa...
Susan St. Ledger, a member of the Board of Directors at Klaviyo, disclosed the sale of 9,334 shares of Series A Common Stock for a transaction value of approximately $133,000, as reported in the SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 9,334 Transaction value ~$133,000 Post-transaction shares (direct) 10,939 Post-transaction value (direct ownership) ~$156,000 Transaction and post-transaction values based on SEC Form 4 weighted average price ($14.27). Key questions How does this sale compare to St. Ledger's historical trading patterns? The 9,334-share disposition is larger than her previous direct sales (such as the 3,413-share sale on Sept. 10, 2025), but in line with her historical average sell size of approximately 7,749 shares; the scale reflects a declining available holdings base rather than a change in cadence. The 9,334-share disposition is larger than her previous direct sales (such as the 3,413-share sale on Sept. 10, 2025), but in line with her historical average sell size of approximately 7,749 shares; the scale reflects a declining available holdings base rather than a change in cadence. What is the significance of the derivative context in this transaction? The shares sold were converted from derivative securities into Series A Common Stock immediately prior to sale, indicating the transaction was structured for liquidity. The shares sold were converted from derivative securities into Series A Common Stock immediately prior to sale, indicating the transaction was structured for liquidity. How does this transaction affect St. Ledger's overall ownership and control? While her direct Series A stake decreased by 46.04%, her remaining direct Series A holdings total 10,939 shares after the transaction. While her direct Series A stake decreased by 46.04%, her remaining direct Series A holdings total 10,939 shares after the transaction. What is the market context for this sale? The transaction occurred at prices around $14.27 per...
Board of Directors member Michael J. Van Handel reported the open-market purchase of 8,000 shares of ICF International (ICFI +1.32%) on May 15, 2026, for a total consideration of approximately $491,000, according to a SEC Form 4 filing. Transaction summary Metric Value Shares traded 8,000 Transaction value $491,000 Post-transaction shares (direct) 24,254 Transaction value based on SEC Form 4 weigh...
Board of Directors member Michael J. Van Handel reported the open-market purchase of 8,000 shares of ICF International (ICFI +1.32%) on May 15, 2026, for a total consideration of approximately $491,000, according to a SEC Form 4 filing. Transaction summary Metric Value Shares traded 8,000 Transaction value $491,000 Post-transaction shares (direct) 24,254 Transaction value based on SEC Form 4 weighted average purchase price ($61.39). Key questions How does this purchase compare to Van Handel's historical trading activity in ICF International? This is the largest single trade disclosed by Van Handel, exceeding his prior sell event of 4,000 shares and his typical event size of 4,000 shares; it also represents a net increase in exposure to the reported class for the period analyzed. This is the largest single trade disclosed by Van Handel, exceeding his prior sell event of 4,000 shares and his typical event size of 4,000 shares; it also represents a net increase in exposure to the reported class for the period analyzed. What is the current market context for this transaction? The purchase was executed with the stock closing at a price of $61.12 per share on May 15, 2026, following a one-year total return of -21.44% as of the transaction date, suggesting the acquisition occurred after considerable price compression. The purchase was executed with the stock closing at a price of $61.12 per share on May 15, 2026, following a one-year total return of -21.44% as of the transaction date, suggesting the acquisition occurred after considerable price compression. Were any options or derivatives involved in this transaction? No options or derivative securities were exercised or transacted in connection with this purchase; the filing indicates only direct open-market share acquisition. Company overview Metric Value Revenue (TTM) $1.82 billion Net income (TTM) $85.26 million Dividend yield 0.66% 1-year price change -30.40% Note: 1-year price performance calculated using May 15, 202...
Ukraine Regained Territory After Cutting Russia's Black Market Starlink Terminals According to a newly declassified U.S. defense intelligence assessment first reported by Bloomberg, Moscow’s frontline command-and-control structures suffered a catastrophic blackout earlier this year due largely to coordinated crackdown that disabled thousands of black market Russian Starlink terminals . The Pentago...
Ukraine Regained Territory After Cutting Russia's Black Market Starlink Terminals According to a newly declassified U.S. defense intelligence assessment first reported by Bloomberg, Moscow’s frontline command-and-control structures suffered a catastrophic blackout earlier this year due largely to coordinated crackdown that disabled thousands of black market Russian Starlink terminals . The Pentagon document highlights just how deeply Russian forces had come to rely on Elon Musk's commercial satellite terminals to patch over their own spotty military communication systems. For months, Russian units bypassed international sanctions via shadow supply networks to source the hardware. The Friday Bloomberg report claims that a "Ukrainian offensive against Russia earlier this year retook about 400 square kilometers after thousands of portable Starlink internet terminals operated by Russian forces were deactivated ," citing analysis from the US Defense Intelligence Agency. The document, authored jointly by the DIA and US European Command, states that "Russian military capabilities in Ukraine were temporarily yet significantly degraded following Ukrainian officials’ efforts in February to deactivate thousands of Starlink terminals that were illicitly used by Russian forces to coordinate movements and unmanned aircraft strikes in areas where communications were unreliable or easily jammed." Ukrainian forces then made their first territorial gains since 2023, after years of steady Russian gains, with Russia military comms now said to be "temporarily yet significantly degraded" due to the loss of the terminals. The report further describes that Kiev forces working in tandem with SpaceX were able to deploy sweeping geographic restrictions that target-locked and deactivated unauthorized terminals operating inside the combat zone . This resulted in "instant" results. What also didn't help is the Kremlin's own tightening restrictions on the use of Telegram by Russian forces, and so...
The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York. Joined by GasBuddy Head of Petroleum Analysis Patrick De Haan, The Points Guy Managing Editor Clint Henderson, Refugees International President Jeremy Konyndyk, Journalist and Author “The Almighty Dollar” Bren...
The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York. Joined by GasBuddy Head of Petroleum Analysis Patrick De Haan, The Points Guy Managing Editor Clint Henderson, Refugees International President Jeremy Konyndyk, Journalist and Author “The Almighty Dollar” Brendan Greeley, Former CIA Director US Army (Ret.) Gen. David Petraeus and Wayback Burger CEO Patrick Conlin. (Source: Bloomberg)
Key Points Unusual Machines just announced a profitable first quarter. The company says demand, by all indications, is growing. Investors bought the dip this week. 10 stocks we like better than Unusual Machines › Investors sold Unusual Machines (NYSEMKT: UMAC) stock after it reported earnings on May 14. That sell-off continued into this week, with the stock down as much as 9% at the low. But share...
Key Points Unusual Machines just announced a profitable first quarter. The company says demand, by all indications, is growing. Investors bought the dip this week. 10 stocks we like better than Unusual Machines › Investors sold Unusual Machines (NYSEMKT: UMAC) stock after it reported earnings on May 14. That sell-off continued into this week, with the stock down as much as 9% at the low. But shares of the drone component maker rebounded sharply as investors considered the potential of this small-cap stock. Unusual Machines stock ended the week in the black, up by 3.6%, according to data provided by S&P Global Market Intelligence. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Drones are the future Unusual Machines said its first-quarter revenue nearly quadrupled year over year as sales accelerated throughout the year. Though it's off a low base, the pace of rising sales is what investors should note. Revenue jumped 65% just since Q4. The company is trying to keep up with demand. Management noted, "We are adding shifts and expanding capacity across all of our facilities." What might surprise some investors is that the small-cap company also announced a profitable quarter. There is also potential for expansion in both the domestic drone delivery and military drone markets. The primary risk lies in execution. If Unusual Machines can scale manufacturing while controlling costs to maintain and grow margins, the stock should have room to grow. The company says that every demand indicator is on the rise and believes the market is still in the early stages of development. That potential had investors buying the dip this week, with increasing capacity suggesting further sales growth in the coming quarters. Should you buy stock in Unusual Machines right now? Before you buy stock in Unusual Machines, consid...
President Donald Trump told Axios on Saturday that he would meet with his negotiators later in the day to discuss Iran's latest offer to end the war and likely decide by Sunday whether to resume military strikes against the country. Trump indicated that there is a "solid 50/50" chance of making a “good” deal or else "blow them to kingdom come." The President added that he would meet with his speci...
President Donald Trump told Axios on Saturday that he would meet with his negotiators later in the day to discuss Iran's latest offer to end the war and likely decide by Sunday whether to resume military strikes against the country. Trump indicated that there is a "solid 50/50" chance of making a “good” deal or else "blow them to kingdom come." The President added that he would meet with his special envoy, Steve Witkoff, and son-in-law Jared Kushner later on Saturday to review Tehran's latest proposal in a discussion Vice President Vance is also expected to join. "I think one of two things will happen: either I hit them harder than they have ever been hit, or we are going to sign a deal that is good," he added. His remarks came as the U.S., Iran, and mediator Pakistan all indicated progress in negotiations to end the war on Saturday, while CBS News reported Trump was weighing a fresh round of military strikes against the Islamic country. Dear readers, we recognize that politics often intersect with the financial news of the day, so we invite you to click here to join the separate political discussion. More on the U.S.-Iran war Stock market opens in green on hopes of U.S.-Iran breakthrough Iran denies report supreme leader ordered ban on uranium exports Trump says U.S. in 'final stages' of Iran negotiations - report Iran deal looks like a 30-day ceasefire extension - Eurasia Group Trump calls off planned Iran attack, citing Middle East leaders' request
People travel through Hartsfield-Jackson Atlanta International Airport on Nov. 7, 2025 in Atlanta, Georgia. Megan Varner | Getty Images Americans coming back from the Democratic Republic of the Congo, Uganda or South Sudan now have a second entry point for returning to the United States, with the CDC on Saturday expanding its enhanced Ebola screening to include Hartsfield-Jackson Atlanta Internati...
People travel through Hartsfield-Jackson Atlanta International Airport on Nov. 7, 2025 in Atlanta, Georgia. Megan Varner | Getty Images Americans coming back from the Democratic Republic of the Congo, Uganda or South Sudan now have a second entry point for returning to the United States, with the CDC on Saturday expanding its enhanced Ebola screening to include Hartsfield-Jackson Atlanta International Airport. Hartsfield-Jackson has previously been used to screen passengers and has established operational procedures in place, the U.S. Centers for Disease Control and Prevention said. Washington's Dulles International Airport was designated this week to screen returning citizens for the Ebola virus. Enhanced public health entry screening is one component of CDC's Ebola approach, which also includes overseas exit screening, airline illness reporting, and post-arrival public health monitoring. The World Health Organization says 82 cases have been confirmed so far in the DRC, with seven confirmed deaths, 177 suspected deaths and almost 750 suspected cases linked to the Bundibugyo strain of Ebola. Earlier this week, the Trump administration banned non-citizens who had traveled to the DRC, Uganda or South Sudan in recent weeks from entering the United States. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
The artificial intelligence (AI) conversation in 2026 still mostly revolves around GPUs and large language models. I was talking about AI with friends over the weekend, and the discussion never really moved beyond companies like OpenAI and Anthropic. It seems like most investment analysts do the same. That focus is understandable, but it overlooks the layer that determines whether any of those GPU...
The artificial intelligence (AI) conversation in 2026 still mostly revolves around GPUs and large language models. I was talking about AI with friends over the weekend, and the discussion never really moved beyond companies like OpenAI and Anthropic. It seems like most investment analysts do the same. That focus is understandable, but it overlooks the layer that determines whether any of those GPUs can actually do useful work at scale: the network. Arista Networks (ANET +3.57%) sits at the center of that layer, and despite a year of strong fundamentals, it remains less covered than the tech and chip names that depend on its products to function. What Arista sells Arista makes high-speed Ethernet switches and the software that runs them. Its relevance to AI is that every modern AI cluster is a distributed computing system -- thousands of GPUs spread across racks, all of which must communicate at extremely high bandwidth and extremely low latency. Then, if the network is slow, the GPUs sit idle, and the customer has bought very expensive heaters. Arista's Etherlink portfolio, built around its EOS operating system and its silicon partnerships, is built for exactly that scale-out role. In the company's first-quarter 2026 update, management raised full-year 2026 revenue guidance from $11.25 billion to $11.5 billion and lifted its AI-related networking revenue target from $3.25 billion to $3.5 billion. More than 100 cumulative customers are now deployed at 800 gigabits per second Ethernet, with 1.6 terabits per second in production deployments expected in 2027. Expand NYSE : ANET Arista Networks Today's Change ( 3.57 %) $ 5.31 Current Price $ 153.90 Key Data Points Market Cap $194B Day's Range $ 149.00 - $ 154.37 52wk Range $ 83.86 - $ 179.80 Volume 438.1K Avg Vol 8.7M Gross Margin 63.54 % Why this is more important than it sounds A useful way to understand Arista's position is that it controls a piece of the AI build-out that almost no one else can do at the required sca...
Key Points Arista is becoming one of the most important “behind-the-scenes” AI companies because every massive GPU cluster still depends on ultra-fast networking to actually work efficiently. The real opportunity here is that Arista is moving beyond connecting GPUs inside data centers into linking entire AI campuses and future Ethernet-based scale-up systems. While Nvidia gets most of the AI spotl...
Key Points Arista is becoming one of the most important “behind-the-scenes” AI companies because every massive GPU cluster still depends on ultra-fast networking to actually work efficiently. The real opportunity here is that Arista is moving beyond connecting GPUs inside data centers into linking entire AI campuses and future Ethernet-based scale-up systems. While Nvidia gets most of the AI spotlight, Arista quietly owns a critical infrastructure layer that hyperscalers like Meta and Microsoft cannot easily replace. 10 stocks we like better than Arista Networks › The artificial intelligence (AI) conversation in 2026 still mostly revolves around GPUs and large language models. I was talking about AI with friends over the weekend, and the discussion never really moved beyond companies like OpenAI and Anthropic. It seems like most investment analysts do the same. That focus is understandable, but it overlooks the layer that determines whether any of those GPUs can actually do useful work at scale: the network. Arista Networks (NYSE: ANET) sits at the center of that layer, and despite a year of strong fundamentals, it remains less covered than the tech and chip names that depend on its products to function. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » What Arista sells Arista makes high-speed Ethernet switches and the software that runs them. Its relevance to AI is that every modern AI cluster is a distributed computing system -- thousands of GPUs spread across racks, all of which must communicate at extremely high bandwidth and extremely low latency. Then, if the network is slow, the GPUs sit idle, and the customer has bought very expensive heaters. Arista's Etherlink portfolio, built around its EOS operating system and its silicon partnerships, is built for exactly that scale-out role. In the co...
Lai Ka-ying suffers from motion sickness, cannot stand hot weather, was not a top student and did not speak Mandarin – all of which made the 43-year-old mother of three an unlikely pick as Hong Kong’s first astronaut. But the Hong Kong-born payload specialist on China’s Shenzhou-23 mission, which is expected to blast off on Sunday night and head to the Tiangong space station, made it through almos...
Lai Ka-ying suffers from motion sickness, cannot stand hot weather, was not a top student and did not speak Mandarin – all of which made the 43-year-old mother of three an unlikely pick as Hong Kong’s first astronaut. But the Hong Kong-born payload specialist on China’s Shenzhou-23 mission, which is expected to blast off on Sunday night and head to the Tiangong space station, made it through almost two years of training. “I held a ‘let’s give it a try’ attitude,” Lai said in interviews with state media, recalling how she managed to pass the gruelling selection process. “I am prone to getting carsick and seasick. But when I sat in the rotating chair, I easily passed the test.” Advertisement She added: “In the centrifuge test, I was in total confusion, everything went blurry. But I persevered through sheer willpower.” Working in the Hong Kong Police Force, where long hours and irregular shifts are the norm, helped her easily handle training involving 72 hours without sleep. Advertisement “That was not too difficult for me. I used to work in the police force. Our work there was highly demanding,” Lai said.
Consulting giant Deloitte noted in November last year that inference workloads will be the next big thing in artificial intelligence (AI) in 2026. According to Deloitte, inference will account for two-thirds of AI computing power this year, up from 50% in 2025. Deloitte estimates the market for inference-focused AI chips could reach $50 billion this year. McKinsey, on the other hand, estimates tha...
Consulting giant Deloitte noted in November last year that inference workloads will be the next big thing in artificial intelligence (AI) in 2026. According to Deloitte, inference will account for two-thirds of AI computing power this year, up from 50% in 2025. Deloitte estimates the market for inference-focused AI chips could reach $50 billion this year. McKinsey, on the other hand, estimates that AI inference workloads in data centers could jump from almost 21 gigawatts (GW) last year to 93 GW in 2030, clocking a compound annual growth rate (CAGR) of 35%. Not surprisingly, there is a race among AI chipmakers to make inference-focused processors to capitalize on this lucrative growth opportunity. From Nvidia (NVDA 1.86%) to Advanced Micro Devices to Broadcom to Intel, everyone is trying to make the most efficient chips that can run AI inference applications cost-effectively in data centers and at the edge. However, I believe that these semiconductor companies will be beaten by Arm Holdings (ARM +2.78%) in the inference era. Let's look at the reasons why. Arm Holdings is a top pick-and-shovel AI inference play AI inference isn't as compute intensive as the training phase. In fact, AI inference can be performed even by a central processing unit (CPU) in both data centers and on edge devices running inference workloads locally. Arm Holdings' focus on offering energy-efficient chip designs, which help chip designers make power-efficient chips with solid performance, has made the British company the go-to choice for several consumer electronics companies and chipmakers. Expand NASDAQ : ARM Arm Holdings Today's Change ( 2.78 %) $ 8.28 Current Price $ 306.51 Key Data Points Market Cap $326B Day's Range $ 288.21 - $ 315.00 52wk Range $ 100.02 - $ 315.00 Volume 14M Avg Vol 8.7M Gross Margin 94.08 % Nvidia, for instance, utilizes Arm's architecture for its Grace server CPU. Its latest Vera CPU, which the company will sell as a stand-alone product, is also based on Arm's late...
Now for the really interesting part. Celtic’s completion of a domestic double was every bit as straightforward as Dunfermline feared it could be. Whether that achievement is sufficient for Martin O’Neill to be handed an extended stay as the Celtic manager should soon become clear. O’Neill has support, internally and externally, for his cause. Even at 74, he clearly fancies the job. Dragging Celtic...
Now for the really interesting part. Celtic’s completion of a domestic double was every bit as straightforward as Dunfermline feared it could be. Whether that achievement is sufficient for Martin O’Neill to be handed an extended stay as the Celtic manager should soon become clear. O’Neill has support, internally and externally, for his cause. Even at 74, he clearly fancies the job. Dragging Celtic towards trophy success on back-to-back weekends shows he retains capability. The key, unknown and unanswered question is whether O’Neill’s recent body of work will prove sufficient for the Celtic hierarchy to back him in the longer term as opposed to a younger coach such as Robbie Keane. O’Neill has no reason to care that this Scottish Cup final pretty quickly became a non event. It was champions of the country against a second-tier side and looked every bit of that. Dunfermline initially looked paralysed by the occasion, which was all over bar formalities with Celtic two goals to the good at the interval. Neil Lennon enjoyed some superb times under O’Neill when a Celtic player more than two decades ago. This time, Lennon and Dunfermline suffered at the hands of an old master. This most exhausting of Celtic seasons ended with a trophy being paraded in the Hampden sun. The Scottish Cup, which Celtic were beaten to by Aberdeen a year ago, had been reclaimed. O’Neill was serenaded by adoring punters. The buildup to this final had been dominated by the fallout from the conclusion to the Premiership season. The marauding supporters who forced the ending to Celtic’s decisive win over Hearts also fuelled harsh words between clubs. It took a mere 90 seconds for the Celtic fans here to revert to sectarian abuse of the Hearts manager Derek McInnes, which was as predictable as it should have been a cause for eyerolls. There was almost on-field embarrassment for Celtic in the ninth minute. Confusion in their defence allowed Callumn Morrison to steal in, with the forward’s shot cleared...
Another vintage year for Bordeaux, another bitter final loss for Leinster. On a hot, unforgiving afternoon in Bilbao there was never the slightest doubt who would be hoisting the trophy into a cloudless Basque sky, such was the clear superiority of the defending champions. Only Leinster themselves have ever racked up more points in a Champions Cup final and the scoreboard did not lie. In some ways...
Another vintage year for Bordeaux, another bitter final loss for Leinster. On a hot, unforgiving afternoon in Bilbao there was never the slightest doubt who would be hoisting the trophy into a cloudless Basque sky, such was the clear superiority of the defending champions. Only Leinster themselves have ever racked up more points in a Champions Cup final and the scoreboard did not lie. In some ways Leinster should be absolved from any particular shame. There is now no club side in the world with a sharper attacking edge than Bordeaux nor a deadlier individual finisher than Louis Bielle-Biarrey. The French wing added another brace of tries to his tally, which now stands at 34 in 30 games this season. Factor in the artistic direction of Maxime Lucu and Matthieu Jalibert and their back-to-back titles are not remotely a coincidence. So much, either way, for Leinster’s pursuit of a fifth gold star on their jerseys. The four-time winners were a distant 35-7 down at the interval before rallying slightly in the third quarter after Lucu was sin-binned for yanking back Joe McCarthy by his collar. As with Ulster the previous evening against Montpellier, the gap in game-breaking class was otherwise conspicuous. French rugby has its foibles but the national team and the best Top 14 sides are now in a shared sweet spot. View image in fullscreen Bordeaux’s Louis Bielle-Biarrey races clear to score a try against Leinster. Photograph: Miguel Oses/AP Factor in the cacophony of noise and the punishing conditions and it all felt a million miles away from suburban Dublin. There is also no doubt this tournament grows ever harder for non-French sides to win. This is the sixth straight year that the Champions Cup has ended up in Gallic hands, with France having also claimed this year’s Six Nations title. They have won so much this year it is a wonder that France didn’t win the Eurovision song contest as well. With thousands having travelled across the border to northern Spain this certainly...
It’s 12.30pm as I write this. My mind is preoccupied with moving my fingers from key to key on my ageing laptop, a task I paused briefly to remove a hair from the screen. Then, I scratched my leg again, which kicked up another hair. I should get back to work, but I can’t concentrate. Why? Because I’m incredibly hungry. It is, after all, lunchtime – the most worthless part of any work day. It is no...
It’s 12.30pm as I write this. My mind is preoccupied with moving my fingers from key to key on my ageing laptop, a task I paused briefly to remove a hair from the screen. Then, I scratched my leg again, which kicked up another hair. I should get back to work, but I can’t concentrate. Why? Because I’m incredibly hungry. It is, after all, lunchtime – the most worthless part of any work day. It is not that there’s shame in lunch. It’s just that we’re not programmed to eat at a certain time. We’re all different and the whole concept of the office lunch is obsolete nonsense in 2026. Let it go. Big Lunch (or alternatively, the Lunch Industrial Complex) will tell you otherwise. Lunch is considered a fundamental element of the work day. It is legally mandated here in California, after all. But it is also something people who work in offices look forward to. It’s a moment to step away from the invisible chains that attach us to our computers for an hour or so of normal human behavior. Back when I worked in an office, I would look at my phone and think, if I can just make it to noon, I’ll be OK. Lunch was like a little treat to break up the monotony of corporate life. In some jobs, there was even a free lunch to make the whole thing even more appealing. You can’t leave the office. You don’t even have to leave the office! I wasn’t around for most of the 20th century, but according to TV shows like Mad Men, the old days of lunch meant meandering to a classy steakhouse and getting drunk off martinis, then plopping on to a chaise longue until the buzz wore off. I would happily endorse that version of lunch, but that’s not what we are being presented with today. The modern office lunch is about convenience and expediency. It’s being hustled through a Sweetgreen to collect your biodegradable bucket of vegetables so you can get back to your desk before your next meeting. The work day lunch is merely a distraction from your unenviable reality, offering the illusion of choice while re...
Keir Starmer has written to broadcaster TNT Sports asking it to make next weekend’s Champions League final free to view. The move is the latest measure that appears designed to appeal directly to voters, after the government announced earlier this week that it would cut VAT on entry to some attractions – such as theme parks, zoos and museums – during the school summer holidays. Starmer, who has a ...
Keir Starmer has written to broadcaster TNT Sports asking it to make next weekend’s Champions League final free to view. The move is the latest measure that appears designed to appeal directly to voters, after the government announced earlier this week that it would cut VAT on entry to some attractions – such as theme parks, zoos and museums – during the school summer holidays. Starmer, who has a season ticket for recently crowned Premier League champions Arsenal, told TNT Sports on Friday that he was “saddened” that the club’s match with Paris Saint-Germain would not be free to watch for supporters in the UK. The fixture is due to be played in Budapest next Saturday evening and will mark the first time British viewers will be unable to watch the final free of charge. It will be streamed by TNT Sports on HBO Max, where the cheapest subscription package costs £4.99 per month. In his letter, Starmer said: “The Champions League is the biggest club football competition in the world and rightly means a lot to fans in this country – the home of football. I am a firm believer that the final of this competition should remain free to watch, whether Arsenal have made it or not. “Obviously, I want as many fellow fans as possible to be able to watch our team in this historic final for the first time in 20 years. However, this is bigger than that. “This is about supporters of all teams coming together in living rooms and pubs in every corner of the country to watch the most elite players in Europe battle it out. “Hard-working people should not have to worry about forking out for a subscription to watch a game of this magnitude.” In response, a TNT spokesperson said: “We have made all three UEFA finals this year available from just £4.99, the price for a month-long subscription to HBO Max that also includes the great entertainment on the service. This represents exceptional value for fans to watch the conclusion of the competitions.” The prime minister is fighting for his politic...
Britain has created a new breed of political prisoners through the systematic incarceration of people acting to prevent climate breakdown and the annihilation of Gaza, a report claims. The research by Queen Mary University of London (QMUL) and the protest group Defend Our Juries says that custodial sentences for acts of direct action or civil disobedience were once rare but are now being imposed w...
Britain has created a new breed of political prisoners through the systematic incarceration of people acting to prevent climate breakdown and the annihilation of Gaza, a report claims. The research by Queen Mary University of London (QMUL) and the protest group Defend Our Juries says that custodial sentences for acts of direct action or civil disobedience were once rare but are now being imposed with increasing length and frequency. Their report, which will be launched on Tuesday, points to an increase in anti-protest legislation in England and Wales, police powers and civil law injunctions brought by corporations and public bodies as well as judges removing legal defences and “exceptionally long” sentences. In what they say is the first analysis of the jailing of “Britain’s new political prisoners”, the researchers identified 286 cases involving climate and Palestine-solidarity activists who were sent to prison for protest for a total amount of jail time of 136 years. The average detention period in the 256 cases for which data was available was 28 weeks, with one in three protesters jailed for six months or more and one in five for more than a year. David Whyte, the report’s co-author and professor of climate justice at QMUL, said: “These are exceptional sentences that are being used to apply to protests which are themselves profoundly political. “So it’s clear that extreme sentences and the level of remand detentions [before trial] at an extreme level are being used to respond to one category of prisoners and that’s prisoners who’ve been detained because they’ve been involved in civil disobedience, direct action as a result of political protest. So there is something going on which is profoundly political. Very often those protesters are reflecting majority rather than a minority view.” The report describes remand as “the first line of attack”, with the effect of chilling protest and civil disobedience. The researchers found that in 60% of cases, final sentences ...
Sir Keir Starmer has called on TNT Sports to make next Saturday's Champions League final between Arsenal and Paris St-Germain free-to-air. The UK prime minister has written the broadcaster to "strongly urge you to reconsider" a decision to make the final available to subscribers only. Every previous final since the Champions League format was introduced to the European Cup in 1992 has been made av...
Sir Keir Starmer has called on TNT Sports to make next Saturday's Champions League final between Arsenal and Paris St-Germain free-to-air. The UK prime minister has written the broadcaster to "strongly urge you to reconsider" a decision to make the final available to subscribers only. Every previous final since the Champions League format was introduced to the European Cup in 1992 has been made available to watch free of charge in the UK. In a letter to TNT executives, Starmer wrote: "I was saddened to see that, for the first time since the competition started 34 years ago, TNT Sports has decided that [the fixture] will not be free to watch for football supporters here in the UK." Last week, it was revealed that fans would need a subscription to watch all three European club finals, to which TNT holds the rights. Starmer - who is an Arsenal fan - wrote: "The Champions League is the biggest club football competition in the world and rightly means a lot to fans in this country - the home of football. "I am a firm believer that the final of this competition should remain free to watch, whether Arsenal have made it or not. "Obviously, I want as many fellow fans as possible to be able to watch our team in this historic final for the first time in 20 years. However, this is bigger than that. "This is about supporters of all teams coming together in living rooms and pubs in every corner of the country to watch the most elite players in Europe battle it out. "Hard-working people should not have to worry about forking out for a subscription to watch a game of this magnitude. "We should be putting supporters first. That is why I have already encouraged Fifa to do more to make tickets more affordable at this summer's World Cup. "That is also why I want to strongly urge you to reconsider and make the final next Saturday free to watch for the millions of passionate football fans in this country." Fans also needed a TNT subscription to watch Aston Villa win the Europa League fina...
Vertigo3d/iStock via Getty Images Real estate stocks surged, outperforming the broader markets, as rising Treasury yields took a breather mid-week with investors eyeing a possible U.S.-Iran deal . President Donald Trump reportedly said Wednesday that the U.S. is in the "final stages" of talks with Iran. Long-term Treasury yields fell , with the U.S. 10 Year Treasury yield (US10Y) falling 9 basis p...
Vertigo3d/iStock via Getty Images Real estate stocks surged, outperforming the broader markets, as rising Treasury yields took a breather mid-week with investors eyeing a possible U.S.-Iran deal . President Donald Trump reportedly said Wednesday that the U.S. is in the "final stages" of talks with Iran. Long-term Treasury yields fell , with the U.S. 10 Year Treasury yield (US10Y) falling 9 basis points to 4.57%. The U.S. 30 Year Treasury yield (US30Y) moved down 6 basis points to 5.11%. The trend differed from the prior week, when yields surged and borrowing costs across the curve reached about one-year highs. Real estate stocks declined on a weekly basis, underperforming the broader market. However, this week, the S&P 500 Real Estate Index Sector ( SP500-60 ) increased 3.04% to close at 282.91 points, while the accompanying State Street Real Estate Select Sector SPDR ETF ( XLRE ) was up 3.08% to $44.56. The Dow Jones REIT Indx Equity REIT Total Return Index ( REIT:IND ) rose 3.18%, while the FTSE Nareit All Equity REITs index advanced 3.14%. XLRE was the third largest gainer among the 11 S&P 500 sectors. Weekly Winners & Losers American Tower ( AMT ) topped the gainers, adding 7.75% from the prior week to close at $183.85. The week saw AMT CFO Rodney Smith say that from next year onward, the telecom tower REIT will see churn decreasing rapidly and new business probably accelerating. Churn permeated most panel discussions at this year’s Fiber Connect 2026 in Orlando, Fla., held May 16-19. Sun Communities ( SUI ) followed, advancing 6.10% week-over-week to $127.75. The residential REIT announced a sale of its UK asset portfolio, including the Park Holidays business, to funds affiliated with Aermont Capital in an all-cash transaction valued at about $1.03B. Federal Realty Investment Trust ( FRT ) (+5.82% W/W to $119.75) and Crown Castle ( CCI ) (+5.54% W/W to $91.46) were other notable winners. KE Holdings ( BEKE ) (-9.74% W/W to $16.40) was the biggest loser in the c...