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Arista Networks Inc: 1 director

A director at Arista Networks Inc sold 8,000 shares at 140.434USD and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cle...

Antoine Chkaiban ... (+2)
  • Antoine Chkaiban
  • Pierre FerraguÊ
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/TenneT, Infineon, Real Estate Outlook 2026

German state takes 25.1% of TenneT Germany / Infineon reports an acquisition, good results, and a revised guidance / Real estate outlook 2026.

 PRESS RELEASE

AMD Reports Fourth Quarter and Full Year 2025 Financial Results

AMD Reports Fourth Quarter and Full Year 2025 Financial Results SANTA CLARA, Calif., Feb. 03, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced financial results for the fourth quarter and full year of 2025. Fourth quarter revenue was a record $10.3 billion, gross margin was 54%, operating income was $1.8 billion, net income was $1.5 billion and diluted earnings per share was $0.92. On a non-GAAP(*) basis, gross margin was 57%, operating income was a record $2.9 billion, net income was a record $2.5 billion and diluted earnings per share was a record $1.53. For the full year 20...

 PRESS RELEASE

New Power Module Enhances AI Data Center Power Density and Efficiency

New Power Module Enhances AI Data Center Power Density and Efficiency Microchip’s MCPF1525 power module with PMBus™ delivers 25A DC-DC power, stackable up to 200A CHANDLER, Ariz., Feb. 03, 2026 (GLOBE NEWSWIRE) -- The increasing AI and high-performance computing workloads demand power solutions that combine efficiency, reliability and scalability. Integrated power modules help streamline design, reduce energy use and deliver the stable performance required for advanced data centers. Microchip Technology (Nasdaq: MCHP) today announces the launch of the , a highly integrated device with a...

Pierre FerraguÊ
  • Pierre FerraguÊ

Capex revisions, Replatforming, Memory Pricing, Semicap, Tesla, Apple....

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 27 names we followed last week, follow the link.

Anish Jog ... (+7)
  • Anish Jog
  • Chase Tohanczyn
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
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