http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2025, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Mon, 11 Aug 2025 10:00:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Hot+List/These+2+software+names+are+%272+of+the+biggest+10%2B+year%27+AI+winners/25179017.html <p>Generative AI will reshape how companies operate over the next decade, Bernstein analysts say, delivering efficiency gains across back-office functions such as information technology (IT), human resources (HR) and finance, as well as front-office areas including R&D, sales and marketing.</p><p>The analysts argue that while the benefits are still in the early stages of being captured, the long-term impact is likely to be marked.</p><p>Rather than focusing primarily on margin expansion, many companies are expected to reinvest these savings into growth, particularly in developing new products, expanding commercial capacity and accelerating product cycles.</p><p>Bernstein notes that in many industries, investors tend to value http://www.streetinsider.com/Hot+List/These+2+software+names+are+%272+of+the+biggest+10%2B+year%27+AI+winners/25179017.html Mon, 11 Aug 2025 10:00:00 -0400 NOW SKYY TEAM http://www.streetinsider.com/Hot+List/These+2+software+names+are+%272+of+the+biggest+10%2B+year%27+AI+winners/25179017.html <p>Generative AI will reshape how companies operate over the next decade, Bernstein analysts say, delivering efficiency gains across back-office functions such as information technology (IT), human resources (HR) and finance, as well as front-office areas including R&D, sales and marketing.</p><p>The analysts argue that while the benefits are still in the early stages of being captured, the long-term impact is likely to be marked.</p><p>Rather than focusing primarily on margin expansion, many companies are expected to reinvest these savings into growth, particularly in developing new products, expanding commercial capacity and accelerating product cycles.</p><p>Bernstein notes that in many industries, investors tend to value http://www.streetinsider.com/Hot+List/These+2+software+names+are+%272+of+the+biggest+10%2B+year%27+AI+winners/25179017.html Mon, 11 Aug 2025 10:00:00 -0400 NOW SKYY TEAM http://www.streetinsider.com/Hot+List/These+2+software+names+are+%272+of+the+biggest+10%2B+year%27+AI+winners/25179017.html <p>Generative AI will reshape how companies operate over the next decade, Bernstein analysts say, delivering efficiency gains across back-office functions such as information technology (IT), human resources (HR) and finance, as well as front-office areas including R&D, sales and marketing.</p><p>The analysts argue that while the benefits are still in the early stages of being captured, the long-term impact is likely to be marked.</p><p>Rather than focusing primarily on margin expansion, many companies are expected to reinvest these savings into growth, particularly in developing new products, expanding commercial capacity and accelerating product cycles.</p><p>Bernstein notes that in many industries, investors tend to value http://www.streetinsider.com/Hot+List/These+2+software+names+are+%272+of+the+biggest+10%2B+year%27+AI+winners/25179017.html Mon, 11 Aug 2025 10:00:00 -0400 NOW SKYY TEAM http://www.streetinsider.com/Hot+List+Pro/These+2+software+names+are+%272+of+the+biggest+10%2B+year%27+AI+winners/25179017.html <p>Generative AI will reshape how companies operate over the next decade, Bernstein analysts say, delivering efficiency gains across back-office functions such as information technology (IT), human resources (HR) and finance, as well as front-office areas including R&D, sales and marketing.</p><p>The analysts argue that while the benefits are still in the early stages of being captured, the long-term impact is likely to be marked.</p><p>Rather than focusing primarily on margin expansion, many companies are expected to reinvest these savings into growth, particularly in developing new products, expanding commercial capacity and accelerating product cycles.</p><p>Bernstein notes that in many industries, investors tend to value http://www.streetinsider.com/Hot+List+Pro/These+2+software+names+are+%272+of+the+biggest+10%2B+year%27+AI+winners/25179017.html Mon, 11 Aug 2025 10:00:00 -0400 NOW SKYY TEAM http://www.streetinsider.com/Hot+List+Pro/These+2+software+names+are+%272+of+the+biggest+10%2B+year%27+AI+winners/25179017.html <p>Generative AI will reshape how companies operate over the next decade, Bernstein analysts say, delivering efficiency gains across back-office functions such as information technology (IT), human resources (HR) and finance, as well as front-office areas including R&D, sales and marketing.</p><p>The analysts argue that while the benefits are still in the early stages of being captured, the long-term impact is likely to be marked.</p><p>Rather than focusing primarily on margin expansion, many companies are expected to reinvest these savings into growth, particularly in developing new products, expanding commercial capacity and accelerating product cycles.</p><p>Bernstein notes that in many industries, investors tend to value http://www.streetinsider.com/Hot+List+Pro/These+2+software+names+are+%272+of+the+biggest+10%2B+year%27+AI+winners/25179017.html Mon, 11 Aug 2025 10:00:00 -0400 NOW SKYY TEAM http://www.streetinsider.com/Hot+List+Pro/These+2+software+names+are+%272+of+the+biggest+10%2B+year%27+AI+winners/25179017.html <p>Generative AI will reshape how companies operate over the next decade, Bernstein analysts say, delivering efficiency gains across back-office functions such as information technology (IT), human resources (HR) and finance, as well as front-office areas including R&D, sales and marketing.</p><p>The analysts argue that while the benefits are still in the early stages of being captured, the long-term impact is likely to be marked.</p><p>Rather than focusing primarily on margin expansion, many companies are expected to reinvest these savings into growth, particularly in developing new products, expanding commercial capacity and accelerating product cycles.</p><p>Bernstein notes that in many industries, investors tend to value http://www.streetinsider.com/Hot+List+Pro/These+2+software+names+are+%272+of+the+biggest+10%2B+year%27+AI+winners/25179017.html Mon, 11 Aug 2025 10:00:00 -0400 NOW SKYY TEAM http://www.streetinsider.com/Hot+List/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html <p>Morgan Stanley sees an improving backdrop for a major cloud networking stock heading into second-quarter earnings, helped by a favorable capital expenditure (capex) environment and easing near-term risks tied to long-term guidance.</p><p>The Wall Street giant is bullish on Arista Networks (NYSE: ANET), raising its price target from $100 to $120 ahead of the company's Q2 results on August 5. </p><p>Analysts point to several positive indicators heading into the report, including strong cloud capex signals, a large deferred revenue balance, and less investor concern over share loss in back-end AI.</p><p>Arista has faced scrutiny this year over its positioning in the AI http://www.streetinsider.com/Hot+List/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html Tue, 05 Aug 2025 10:00:00 -0400 ANET IDGT META MSFT ORCL SKYY http://www.streetinsider.com/Hot+List/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html <p>Morgan Stanley sees an improving backdrop for a major cloud networking stock heading into second-quarter earnings, helped by a favorable capital expenditure (capex) environment and easing near-term risks tied to long-term guidance.</p><p>The Wall Street giant is bullish on Arista Networks (NYSE: ANET), raising its price target from $100 to $120 ahead of the company's Q2 results on August 5. </p><p>Analysts point to several positive indicators heading into the report, including strong cloud capex signals, a large deferred revenue balance, and less investor concern over share loss in back-end AI.</p><p>Arista has faced scrutiny this year over its positioning in the AI http://www.streetinsider.com/Hot+List/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html Tue, 05 Aug 2025 10:00:00 -0400 ANET IDGT META MSFT ORCL SKYY http://www.streetinsider.com/Hot+List/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html <p>Morgan Stanley sees an improving backdrop for a major cloud networking stock heading into second-quarter earnings, helped by a favorable capital expenditure (capex) environment and easing near-term risks tied to long-term guidance.</p><p>The Wall Street giant is bullish on Arista Networks (NYSE: ANET), raising its price target from $100 to $120 ahead of the company's Q2 results on August 5. </p><p>Analysts point to several positive indicators heading into the report, including strong cloud capex signals, a large deferred revenue balance, and less investor concern over share loss in back-end AI.</p><p>Arista has faced scrutiny this year over its positioning in the AI http://www.streetinsider.com/Hot+List/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html Tue, 05 Aug 2025 10:00:00 -0400 ANET IDGT META MSFT ORCL SKYY http://www.streetinsider.com/Hot+List/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html <p>Morgan Stanley sees an improving backdrop for a major cloud networking stock heading into second-quarter earnings, helped by a favorable capital expenditure (capex) environment and easing near-term risks tied to long-term guidance.</p><p>The Wall Street giant is bullish on Arista Networks (NYSE: ANET), raising its price target from $100 to $120 ahead of the company's Q2 results on August 5. </p><p>Analysts point to several positive indicators heading into the report, including strong cloud capex signals, a large deferred revenue balance, and less investor concern over share loss in back-end AI.</p><p>Arista has faced scrutiny this year over its positioning in the AI http://www.streetinsider.com/Hot+List/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html Tue, 05 Aug 2025 10:00:00 -0400 ANET IDGT META MSFT ORCL SKYY http://www.streetinsider.com/Hot+List/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html <p>Morgan Stanley sees an improving backdrop for a major cloud networking stock heading into second-quarter earnings, helped by a favorable capital expenditure (capex) environment and easing near-term risks tied to long-term guidance.</p><p>The Wall Street giant is bullish on Arista Networks (NYSE: ANET), raising its price target from $100 to $120 ahead of the company's Q2 results on August 5. </p><p>Analysts point to several positive indicators heading into the report, including strong cloud capex signals, a large deferred revenue balance, and less investor concern over share loss in back-end AI.</p><p>Arista has faced scrutiny this year over its positioning in the AI http://www.streetinsider.com/Hot+List/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html Tue, 05 Aug 2025 10:00:00 -0400 ANET IDGT META MSFT ORCL SKYY http://www.streetinsider.com/Hot+List/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html <p>Morgan Stanley sees an improving backdrop for a major cloud networking stock heading into second-quarter earnings, helped by a favorable capital expenditure (capex) environment and easing near-term risks tied to long-term guidance.</p><p>The Wall Street giant is bullish on Arista Networks (NYSE: ANET), raising its price target from $100 to $120 ahead of the company's Q2 results on August 5. </p><p>Analysts point to several positive indicators heading into the report, including strong cloud capex signals, a large deferred revenue balance, and less investor concern over share loss in back-end AI.</p><p>Arista has faced scrutiny this year over its positioning in the AI http://www.streetinsider.com/Hot+List/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html Tue, 05 Aug 2025 10:00:00 -0400 ANET IDGT META MSFT ORCL SKYY http://www.streetinsider.com/Hot+List+Pro/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html <p>Morgan Stanley sees an improving backdrop for a major cloud networking stock heading into second-quarter earnings, helped by a favorable capital expenditure (capex) environment and easing near-term risks tied to long-term guidance.</p><p>The Wall Street giant is bullish on Arista Networks (NYSE: ANET), raising its price target from $100 to $120 ahead of the company's Q2 results on August 5. </p><p>Analysts point to several positive indicators heading into the report, including strong cloud capex signals, a large deferred revenue balance, and less investor concern over share loss in back-end AI.</p><p>Arista has faced scrutiny this year over its positioning in the AI http://www.streetinsider.com/Hot+List+Pro/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html Tue, 05 Aug 2025 10:00:00 -0400 ANET IDGT META MSFT ORCL SKYY http://www.streetinsider.com/Hot+List+Pro/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html <p>Morgan Stanley sees an improving backdrop for a major cloud networking stock heading into second-quarter earnings, helped by a favorable capital expenditure (capex) environment and easing near-term risks tied to long-term guidance.</p><p>The Wall Street giant is bullish on Arista Networks (NYSE: ANET), raising its price target from $100 to $120 ahead of the company's Q2 results on August 5. </p><p>Analysts point to several positive indicators heading into the report, including strong cloud capex signals, a large deferred revenue balance, and less investor concern over share loss in back-end AI.</p><p>Arista has faced scrutiny this year over its positioning in the AI http://www.streetinsider.com/Hot+List+Pro/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html Tue, 05 Aug 2025 10:00:00 -0400 ANET IDGT META MSFT ORCL SKYY http://www.streetinsider.com/Hot+List+Pro/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html <p>Morgan Stanley sees an improving backdrop for a major cloud networking stock heading into second-quarter earnings, helped by a favorable capital expenditure (capex) environment and easing near-term risks tied to long-term guidance.</p><p>The Wall Street giant is bullish on Arista Networks (NYSE: ANET), raising its price target from $100 to $120 ahead of the company's Q2 results on August 5. </p><p>Analysts point to several positive indicators heading into the report, including strong cloud capex signals, a large deferred revenue balance, and less investor concern over share loss in back-end AI.</p><p>Arista has faced scrutiny this year over its positioning in the AI http://www.streetinsider.com/Hot+List+Pro/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html Tue, 05 Aug 2025 10:00:00 -0400 ANET IDGT META MSFT ORCL SKYY http://www.streetinsider.com/Hot+List+Pro/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html <p>Morgan Stanley sees an improving backdrop for a major cloud networking stock heading into second-quarter earnings, helped by a favorable capital expenditure (capex) environment and easing near-term risks tied to long-term guidance.</p><p>The Wall Street giant is bullish on Arista Networks (NYSE: ANET), raising its price target from $100 to $120 ahead of the company's Q2 results on August 5. </p><p>Analysts point to several positive indicators heading into the report, including strong cloud capex signals, a large deferred revenue balance, and less investor concern over share loss in back-end AI.</p><p>Arista has faced scrutiny this year over its positioning in the AI http://www.streetinsider.com/Hot+List+Pro/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html Tue, 05 Aug 2025 10:00:00 -0400 ANET IDGT META MSFT ORCL SKYY http://www.streetinsider.com/Hot+List+Pro/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html <p>Morgan Stanley sees an improving backdrop for a major cloud networking stock heading into second-quarter earnings, helped by a favorable capital expenditure (capex) environment and easing near-term risks tied to long-term guidance.</p><p>The Wall Street giant is bullish on Arista Networks (NYSE: ANET), raising its price target from $100 to $120 ahead of the company's Q2 results on August 5. </p><p>Analysts point to several positive indicators heading into the report, including strong cloud capex signals, a large deferred revenue balance, and less investor concern over share loss in back-end AI.</p><p>Arista has faced scrutiny this year over its positioning in the AI http://www.streetinsider.com/Hot+List+Pro/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html Tue, 05 Aug 2025 10:00:00 -0400 ANET IDGT META MSFT ORCL SKYY http://www.streetinsider.com/Hot+List+Pro/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html <p>Morgan Stanley sees an improving backdrop for a major cloud networking stock heading into second-quarter earnings, helped by a favorable capital expenditure (capex) environment and easing near-term risks tied to long-term guidance.</p><p>The Wall Street giant is bullish on Arista Networks (NYSE: ANET), raising its price target from $100 to $120 ahead of the company's Q2 results on August 5. </p><p>Analysts point to several positive indicators heading into the report, including strong cloud capex signals, a large deferred revenue balance, and less investor concern over share loss in back-end AI.</p><p>Arista has faced scrutiny this year over its positioning in the AI http://www.streetinsider.com/Hot+List+Pro/Jefferies+sees+%E2%80%98easier+setup%E2%80%99+for+this+cloud+stock+into+Q2+earnings/25148525.html Tue, 05 Aug 2025 10:00:00 -0400 ANET IDGT META MSFT ORCL SKYY http://www.streetinsider.com/SEC+Filings/Form++485BXT+++++FIRST+TRUST+EXCHANGE-TRA+++++++++++++/23680661.html si-local-file:///var/storage/secattach/20240903/23680661.html 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