The Calm Surface Of Arista Networks Stock Hides A Turbulent Forecast Arista Networks (ANET) stock, which has surged 45% over the past year, appears to be a stable performer in the market. However, the options market suggests that the stock is priced for significant volatility over the next year. Implied volatility for Arista options is currently at 64%, indicating that traders expect the stock to swing substantially in either direction. This volatility is not a random fluctuation but a reflection of underlying business dynamics. The market’s implied volatility of 64% translates to a potential range for ANET’s stock price over the next year. Based on today’s price of approximately $171.02, the options market suggests a 68% probability that the stock will finish within a range between $95 and $311.38. This range represents a potential gain of about $140.36 per share against a potential loss of around $76.02. The asymmetry in this range is due to the inherent nature of stock prices, which can theoretically rise indefinitely but can fall to zero. This volatility is driven by a critical tension within Arista’s business. On one hand, the company is experiencing record demand, with the CEO describing it as the strongest demand she has ever seen. This has led Arista to raise its 2026 revenue forecast to $11.5 billion. The demand is fueled by the growing importance of AI, where Arista’s high-speed networking equipment is essential for large-scale AI data centers. On the other hand, Arista faces supply chain constraints that are limiting its ability to meet this demand. Management has warned that “demand is outstripping our supply this year,” and they view the supply chain issue as a “1- or 2-year phenomenon.#supply_chain #ai #q2_results #arista_networks #ceo
iOS 27 Beta Code Reveals Potential Dual-Battery iPhone Design Macworld discovered new code strings in the fourth developer beta of iOS 27 that reference "batteries" in iPhone devices, a departure from the single-battery design of all current models. The strings explicitly mention "the batteries in this iPhone" and include phrases like "the batteries in this iPhone are performing as expected" and "the health of the batteries in this iPhone has significantly degraded." These references suggest Apple is preparing for a hardware change, though no current iPhone model uses multiple batteries. The code also includes mentions of individual battery health monitoring and authenticity verification, indicating Apple may be designing a system to track and validate multiple batteries. This contrasts with existing iPhones, which use a single battery even in models like the iPhone X, which employs a twin-cell L-shaped design but functions as a single unit. The wording implies the new design could feature independent batteries, potentially allowing for separate replacement or monitoring. The dual-battery setup is seen as a logical necessity for a foldable device, which would likely split its battery into two separate cells—one on each side of the hinge. This design would optimize space in the limited internal area of a foldable phone. Supply chain reports have previously indicated that Apple’s foldable iPhone may adopt a dual-cell battery system, consistent with the findings in the iOS 27 beta. The code also references angle detection and fold states, suggesting Apple is preparing software to support a flexible display. Developers are being encouraged to adapt apps for multiple screen sizes, further reinforcing the company’s focus on foldable technology.#apple #supply_chain #foldable_iphone #ios_27 #battery_health
Indian Oil Corporation Denies Fuel Shortage Crisis Amid Reports New Delhi: The Indian Oil Corporation (IOC), one of India’s leading petroleum companies, has refuted recent reports of widespread fuel shortages across the country. The company clarified that there is no nationwide crisis and that only localized issues exist in certain regions. IOC emphasized that the situation is temporary and that most fuel stations are operating normally. In a statement released today, IOC addressed concerns about fuel availability, stating that only a limited number of outlets are experiencing supply issues. The company highlighted that its nationwide network of 42,000 pumps ensures that the majority of stations have adequate stock to meet demand. Additionally, IOC mentioned that measures to store sufficient quantities of petrol and diesel are currently underway to prevent any potential disruptions. The company’s spokesperson noted that while some areas may face temporary shortages due to logistical challenges, these are isolated incidents and not indicative of a broader crisis. IOC urged the public to remain calm and assured that the situation is being managed effectively. The statement comes amid growing concerns about fuel availability, with some regions reporting long queues at petrol stations. However, IOC’s clarification aims to dispel fears and reassure citizens that the supply chain is stable. The company also reiterated its commitment to maintaining uninterrupted fuel distribution across the country. As part of its contingency planning, IOC has been working to enhance storage capacities and optimize distribution routes to address any regional bottlenecks. The company’s efforts are part of its broader strategy to ensure energy security and meet the rising demand for petroleum products.#supply_chain #indian_oil_corporation #new_delhi #fuel_shortage #petroleum_products
RAM crisis could soon get worse as disruption in Strait of Hormuz shipping hits supply chain hard Fresh RAM price hikes could be imminent as the memory chip supply chain comes under more pressure. #RAM_crisis #RAM_price #supply_chain #Fresh_RAM #Hormuz_shipping #hard_Fresh
Here's how the Iran war is hitting key supplies for components, according to supply chain experts The ripples span wider than you might think. #supply_chain #Iran_war #hitting_key #key_supplies #chain_experts
'They don't care': ShinyHunters strike again as hackers claim to have pinched 7.5 million Carnival cruise emails The biggest cruise company in the world has suffered a supply chain attack after one of its subsidiaries got hit. #supply_chain #hackers_claim #million_Carnival #ShinyHunters_strike #Carnival_cruise #chain_attack #cruise_emails
Piyush Goyal assures supply chain support to Gulf counterparts Commerce Minister Piyush Goyal discussed supply chain issues, particularly food, with UAE, Kuwait, and Bahrain officials. He emphasized regional peace amid tensions and thanked Gulf nations for supporting the large Indian diaspora. Discussions also covered UAE's logistics solutions to counter disruptions caused by the Strait of Hormuz blockade, vital for India's global trade. #Kuwait #Piyush_Goyal #Minister_Piyush #Commerce_Minister #supply_chain #Bahrain_officials #counterparts_Commerce #Goyal_assures #Goyal_discussed #chain_issues
Agentic AI Transforms Manufacturing Supply Chains Amid Global Uncertainty The global supply chain landscape has become increasingly complex and volatile, driven by geopolitical tensions, shifting trade policies, and policy unpredictability at historic levels. According to the United Nations’ 2025 "Trade and Development Foresights" report, these uncertainties have significantly impacted business decisions and investment planning worldwide. Manufacturers now face rising input costs, disrupted logistics, and heightened risks, necessitating innovative solutions to maintain resilience and competitiveness. Agentic AI—artificial intelligence systems capable of reasoning, planning, and acting autonomously—has emerged as a transformative tool to address these challenges. Industry leaders are rapidly adopting agentic AI to automate workflows and enhance supply chain efficiency. A recent study reveals that over half of supply chain executives have already deployed AI agents to streamline operations. Gartner predicts that by 2030, 50% of cross-functional supply chain solutions will rely on intelligent agents to autonomously execute decisions. By 2026, 40% of enterprise applications are expected to integrate task-specific AI agents, up from less than 5% today. These advancements highlight the growing importance of agentic AI in redefining supply chain management. Traditional supply chain processes have long been constrained by human limitations, such as sequential decision-making, manual handoffs, and limited visibility. Agentic AI disrupts this model by enabling autonomous, real-time coordination across suppliers, plants, logistics partners, and planning functions. These systems possess short- and long-term memory, access to diverse tools, and the ability to reason and adapt dynamically.#supply_chain #united_nations #gartner #agentic_ai #inventory_agent
Oracle is revamping how businesses procure AI agents — leave the invoices to AI while you handle the negotiations Oracle has just added 22 new Fusion Agentic Applications to help finance, HR, supply chain and customer experience leaders. #supply_chain #Fusion_Agentic #Agentic_Applications #experience_leaders #negotiations_Oracle #businesses_procure #customer_experience
Helium squeeze disrupts MRI supply chain, pushes up costs for companies #supply_chain #disrupts_MRI #MRI_supply #Helium_squeeze #squeeze_disrupts
'The technological innovation anticipated from 6G...will require fundamental protections and mitigations to be considered': Governments look to secure 6G networks — despite them not even really existing yet Governments launch voluntary 6G security and resilience principles, emphasizing early integration, AI management, supply chain diversification, and industry collaboration. #technological_innovation #supply_chain #launch_voluntary #resilience_principles #emphasizing_early #early_integration #chain_diversification #industry_collaboration #Governments_launch #innovation_anticipated
Microsoft says Anthropic's products can stay on its platforms after lawyers 'studied' the Pentagon supply chain risk designation Microsoft says Anthropic's AI tools can remain on its platforms after lawyers reviewed the Pentagon's supply chain risk designation. #supply_chain #Pentagon #Pentagon_supply #chain_risk #risk_designation #Anthropic_products #designation_Microsoft
Pahalgam case: NIA seeks China's help to trace GoPro cam info A special NIA court has issued a letter rogatory to China seeking assistance in tracing the supply chain of a GoPro camera seized in the Pahalgam terror attack case. The camera, activated in China, is crucial for establishing pre-attack reconnaissance and the movement of the Pakistani terror module. #NIA_court #supply_chain #Pahalgam_case #NIA_seeks #special_NIA #attack_case #cam_info #letter_rogatory #seeking_assistance #trace_GoPro
The invisible supply chain inside every mobile app Most mobile app risk comes from software your organization didn’t build, approve, or even know existed. #mobile_app #n’t_build #invisible_supply #supply_chain #chain_inside #app_risk
