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Arista Networks Inc: 1 director

A director at Arista Networks Inc sold 25,000 shares at 317.000USD and the significance rating of the trade was 67/100. 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 cl...

Dan Salmon
  • Dan Salmon

Alphabet (GOOGL, Buy, $200 target) I/O technically impressive but mone...

Google kicked off its I/O event with a keynote address earlier today. In this brief note, we discuss stock implications and new announcements, including: 1. Update on the GOOGL Catalyst Path & AI Vibe Check 2. AI Overviews rolling out across Search in the US, to 1B users by year-end. 3. Project Astra: GOOGL’s universal AI agent spans across product features. 4. 1M-token Gemini context-window rolling out, 2M-token context moves to private preview. 5. TPU v6: Trillium appears focused on inference ...

 PRESS RELEASE

AMD Announces Upcoming Events for the Financial Community

AMD Announces Upcoming Events for the Financial Community SANTA CLARA, Calif., May 14, 2024 (GLOBE NEWSWIRE) -- Today, (NASDAQ: AMD) announced the following events for the financial community: Jean Hu, executive vice president, chief financial officer and treasurer, will present at the J.P. Morgan Global Technology, Media and Communications Conference on Tuesday, May 21 at 12:45 PM PDT/3:45 PM EDT;Mark Papermaster, executive vice president and chief technology officer, will present at the TD Cowen Technology, Media and Telecom Conference on Wednesday, May 29 at 9:05 AM PDT/12:05 PM EDT;...

Dan Salmon
  • Dan Salmon

Alphabet (GOOGL, Buy, $200 target) Previewing I/O, Brandcast & GML + ...

The next two weeks include three of GOOGL’s most important events of the year: • Google I/O for developers and new consumer products today. • YouTube Brandcast for brand advertising on Wednesday. • Google Marketing Live (GML) for performance advertising next Tues May 21st

 PRESS RELEASE

AMD Remains the Partner of Choice for World’s Fastest and Most Efficie...

AMD Remains the Partner of Choice for World’s Fastest and Most Efficient High Performance Computing Deployments — 156 of the Top500 supercomputers are powered by AMD, a 29 percent year-over-year increase — — New AMD Alveo V80 compute accelerator card targeting HPC and compute-intensive workloads, with up to 2X increase in HBM bandwidth, now shipping — SANTA CLARA, Calif., May 13, 2024 (GLOBE NEWSWIRE) -- Today, (NASDAQ: AMD) showcased its ongoing high performance computing (HPC) leadership at ISC High Performance 2024. For the third year in a row, the Frontier supercomputer housed at O...

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