---
title: "Jeff Kilburg Backs Fortinet, Cloudflare And Arista For AI Spending"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/300989070.md"
description: "CNBC contributor Jeff Kilburg is buying Fortinet, Cloudflare and Arista for the fourth quarter, even though Fortinet and Cloudflare trade above analyst targets and Arista sits about 20% below its target. The KKM Financial founder pitched the trio on CNBC’s The Exchange as a way to profit from AI spending without owning hyperscalers, according to BeInCrypto, and said Cloudflare does not make money. He also noted Fortinet is up 130% this year, while Arista is up about 58%."
datetime: "2026-10-06T04:07:13.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/300989070.md)
  - [en](https://longbridge.com/en/news/300989070.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/300989070.md)
generator: "portal-rs"
---

# Jeff Kilburg Backs Fortinet, Cloudflare And Arista For AI Spending

CNBC contributor Jeff Kilburg is buying Fortinet, Cloudflare and Arista for the fourth quarter, even though Fortinet and Cloudflare trade above analyst targets and Arista sits about 20% below its target. The KKM Financial founder pitched the trio on CNBC’s The Exchange as a way to profit from AI spending without owning hyperscalers, according to BeInCrypto, and said Cloudflare does not make money. He also noted Fortinet is up 130% this year, while Arista is up about 58%.

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**