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AI Back-End Networks Continue Their Shift to Ethernet, Now Accounting for Over Two-Thirds of 3Q 2025 Switch Sales in AI Clusters, According to Dell'Oro Group

Ethernet now accounts for over two-thirds of AI back-end network switch sales in 3Q 2025, driven by demand from major AI cluster builders. Accton, Arista, and Cisco gained significant market share, while Celestica and NVIDIA lead with nearly 50% combined share. 800 Gbps switches dominate shipments and revenues. Dell'Oro Group's report provides detailed insights into market trends and vendor performance in AI back-end networks.

fidelity·
US
CSCO
+0.01%
US
CLS
+4.66%
US
NVDL
+4.15%
fidelity·
US
CSCO
+0.01%
US
CLS
+4.66%
US
NVDL
+4.15%

Social Buzz: Wallstreetbets Stocks Mixed Pre-Bell Friday; SoFi Technologies, Oklo to Decline

Wallstreetbets stocks showed mixed pre-market performance on Friday. AST SpaceMobile, Nvidia, Meta Platforms, Amazon, and Tesla saw slight increases, while SoFi Technologies, Oklo, and UiPath experienced declines. AST SpaceMobile rose 1.1%, Nvidia 0.6%, Meta 0.5%, Amazon 0.3%, and Tesla 0.1%. In contrast, SoFi Technologies fell 7.1%, Oklo 5.4%, and UiPath 1.3%.

fidelity·
US
SOFI
+1.82%
US
META
+3.43%
US
ASTS
+18.25%
fidelity·
US
SOFI
+1.82%
US
META
+3.43%
US
ASTS
+18.25%

Amundi Trims Stock Holdings in Cisco Systems, Inc. $CSCO

Amundi reduced its holdings in Cisco Systems by 34.4% in Q2, now owning 19,141,130 shares worth $1.3 billion. Despite this, analysts have given Cisco a "Moderate Buy" rating, with price targets ranging from $76 to $100. Other institutional investors have adjusted their positions, and insider transactions have occurred, with significant stock sales by executives. Cisco's stock opened at $77.76, with a debt-to-equity ratio of 0.46.

Market Beat·
US
CSCO
+0.01%
Market Beat·
US
CSCO
+0.01%

CommScope Wins Platinum & Gold Innovators Awards from Cabling Installation & Maintenance Magazine | COMM Stock News

CommScope has been awarded a Platinum Award for its Propel XFrame™ solution and a Gold Award for its SYSTIMAX® FiberREACH™ portfolio by Cabling Installation & Maintenance magazine. These awards recognize excellence in cabling and communications technology. The Propel XFrame solution offers flexible, high-density fiber connections, while the FiberREACH solutions extend network reach with hybrid cables. This marks the fourth consecutive year CommScope's innovations have been recognized by the magazine.

StockTitan·
US
COMM
-1.00%
StockTitan·
US
COMM
-1.00%

Trending | ONDS Increases 3% on Thursday, Some Call options Increases 34%

On December 4, Eastern Time, Ondas options saw a total of 204864 contracts traded, with calls accounting for 86% and puts making up 13%.

LB Option·
US
ONDS
+3.03%
LB Option·
US
ONDS
+3.03%
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