Arista Networks (ANET)

Picks & Shovels

$719.39

+0.61% today

Demo prices — live feed offline; market signals excluded from the index

Prev close

$715.03

Day change

$4.36

Market cap

$1.06T

Currency

USD

AI thesis

High-speed networking for AI training clusters. Picks-and-shovels companies support the physical infrastructure behind AI: servers, power, cooling, networking and manufacturing capacity.

How today feeds the Fear Index

A modest positive or flat move is a neutral-to-calming market signal for the index.

Fear impact is currently 0.00, based on the downside portion of today's move. The full market signal uses the broader AI-stock basket.

AI catalysts to watch

AI data-center orders
Power and cooling capacity expansions
Networking upgrades for training clusters
Backlog growth tied to hyperscaler spending

Risks to the AI thesis

Project delays in data-center construction
Margin volatility from hardware cycles
Dependence on a narrow set of large customers
AI capex digestion after aggressive buildouts

Questions before reading the price move

Is revenue tied to one-time buildouts or recurring infrastructure demand?
Can the company protect margins as competition enters?
How sensitive is the order book to hyperscaler capex revisions?

AI stock card

Arista Networks (ANET)

Arista Networks is in the AIFear AI-stock basket. A modest positive or flat move is a neutral-to-calming market signal for the index.

+0.61%

AIFear.com

Price history

Daily-close history fills in as snapshots accumulate — the first line appears after a few market days.

Connected on AIFear

DELL SMCI VRT CLS

Company impact, exposed industries and same-category peers in the AI basket.

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Quote delayed · demo data. Not financial advice.