OpenAI’s $500 Billion Valuation: Visionary Bet or Overhyped Gamble?

OpenAI’s rumored $500B valuation has Wall Street buzzing — but is it justified? With $20B in projected revenue, ChatGPT’s massive growth, and mounting losses, this deep dive breaks down the opportunity, risks, and what investors need to know before buying into the AI gold rush.

Arista Networks Crushes Q2 2025: AI Growth, $1B Profits, and What’s Next for ANET Stock

Arista Networks (NYSE: ANET) delivered a blowout Q2 2025, posting $2.205 billion in revenue and crossing $1 billion in non-GAAP operating income for the first time. With 30.4% year-over-year growth and a commanding presence in AI-driven cloud networking, Arista is clearly outpacing expectations. Their tight integration with hyperscalers like Microsoft, Meta, and AWS—combined with industry-leading gross margins (64%) and zero debt—reinforces Arista’s status as a top-tier AI infrastructure play. As the race for AI scalability accelerates, Arista’s high-speed switching technology and flagship EOS software offer unmatched performance. Is ANET stock still a buy after the earnings pop? Our deep-dive analysis breaks it down.