Nvidia's results seen as positive for Arista Networks, Amphenol, others: Evercore

seekingalpha00:47

J Studios Nvidia's (NVDA) strong results and guidance have wide-ranging implications for a number of other companies, including Arista Networks (NYSE:ANET), Vertiv (NYSE:VRT) and Amphenol (NYSE:APH),...

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They also noted the positives for Dell (DELL) and HP Enterprise (HPE), given that \"sustained demand\" for Hopper products alleviates the fears that there would be a \"pocket of digestion\" as Nvidia transitions to its Blackwell line of GPUs from its Hopper line. And lastly, Arista should be a beneficiary of a \"rising tide lifts all boats\" scenario, as back-end Ethernet spending should get a boost, amid commentary about \"particular strength for Ethernet-based products,\" the analysts added.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2485410306"}