Why We're Confident Nvidia's (NVDA) Mellanox Deal Will Weather China's Probe [Yahoo! Finance]
Arista Networks, Inc. (ANET)
Last arista networks, inc. earnings: 2/13 04:05 pm
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Source: Yahoo! Finance
China is cracking down on Nvidia and Mellanox, claiming the chipmaker is not treating Chinese companies fairly, which is what was agreed when China gave the nod for the Mellanox acquisition in 2020. The move is also part of a broader trade war between the two countries, where both continue to play their cards now and then without escalating into a full-scale trade war. We believe China won't be too harsh on Nvidia and any controversy surrounding the Mellanox investigation is temporary. If it results in a stock price dip, it should be taken as a buy opportunity. The reason for this relates to China's own dependence on the networking company's equipment. But before we look at how China depends on Mellanox, let's first understand how Mellanox fits into Nvidia's business. Arista Networks, Inc. (NYSE:ANET) Gets Price Target Boost to $421 as Q3 Earnings Exceed Expectations, Analysts Await Further Catalysts Nvidia isn't just a chipmaker. It also creates its own software to go with the
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- Investors in Arista Networks (NYSE:ANET) have seen enviable returns of 749% over the past five years [Yahoo! Finance]Yahoo! Finance
- History Says the Nasdaq Will Soar in 2025. 1 Stock-Split Stock to Buy Before It Does [Yahoo! Finance]Yahoo! Finance
- Arista Networks (ANET) Rises As Market Takes a Dip: Key Facts [Yahoo! Finance]Yahoo! Finance
- Aliro Expands Leadership Team With New Sales Executive To Further Accelerate Enterprise and Commercial Growth [Yahoo! Finance]Yahoo! Finance
- Arista Networks, Inc. (NYSE: ANET) had its price target raised by analysts at Morgan Stanley from $102.50 to $118.00. They now have an "overweight" rating on the stock.MarketBeat
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- 11/7/24 - Beat
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Sec Filings
- 12/13/24 - Form 4
- 12/11/24 - Form 4
- 12/10/24 - Form 4
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