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Arista Networks

Mentioned in 6 analyzed podcast episodes across 5 shows

Mentioned On

Motley Fool MoneyMad Money w/ Jim CramerMorning CallCNBC's "Fast Money"Best Stocks Now with Bill Gunderson

Episode Mentions

Motley Fool Money

Motley Fool Money · May 14, 2026

AI Is Supplying Blowout Earnings…Again

“Mentioned as preferred alternative to Cisco for debt-free balance sheet and networking equipment market share”

AI Infrastructure Build-out EconomicsNetworking Equipment Demand from HyperscalersOptical Component Supply Constraints
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · May 8, 2026

Mad Money w/ Jim Cramer 5/8/26

“Networking company competing with Cisco in data center infrastructure”

Semiconductor Supply Shortage and Data Center DemandAI Infrastructure Buildout and Capital Equipment ConstraintsMemory and Storage Stock Valuations (Price-to-Earnings Multiples)
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Morning Call

Morning Call · May 6, 2026

Morning Call 5/6/26

“AI networking equipment provider beat Q1 estimates but down 7.5% on lower margin guidance; up 355% over 3 years”

U.S.-Iran Peace Negotiations and Strait of Hormuz ResolutionAI Data Center Power and Infrastructure Buildout EconomicsSemiconductor Supply Chain and GPU Competition (AMD vs NVIDIA)
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CNBC's "Fast Money"

CNBC's "Fast Money" · May 5, 2026

Intel & Memory Stocks Surge… And Protagonist CEO On Drug Approval 5/5/26

“Beat earnings but gross margin light; shares dropped after hours despite revenue beat”

AI Infrastructure Investment and Chip CompetitionCloud Computing Backlog Concentration RiskSemiconductor Market Diversification from NVIDIA
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Best Stocks Now with Bill Gunderson

Best Stocks Now with Bill Gunderson · May 5, 2026

Tuesday May 5, 2026

“Networking infrastructure stock benefiting from AI data center and high-speed network infrastructure demand”

Memory Chip Stock Performance and ValuationAI Infrastructure Investment ThesisSemiconductor Supply Chain and Earnings Growth
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Feb 26, 2026

Mad Money w/ Jim Cramer 2/25/26

“Networking equipment company scaling from zero AI revenue three years ago to $3B+ this year; CEO Jayshree Ullal discussed Ethernet dominance”

AI Job Displacement Fears vs. RealityEnterprise Software Valuation CompressionAI Infrastructure Demand and Networking
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