** Shares of cloud computing provider Arista Networks rise 7% to $130.49, hitting a record high after U.S. President Donald Trump unveiled a $500 billion private sector investment plan to fund AI infrastructure
** ANET on track for its six straight session of gains
** Even if the project falls short of its target, it should still provide a boost to vendors including ANET, Ciena , Coherent and Lumentum , Jefferies analysts led by George Notter said in an investor note
** "We understand that OpenAI/Microsoft is the "technology lead." That's great for Arista given their incumbency at Microsoft (and Oracle too)," Notter added
** CIENA is up 5%, COHR is up 4%, and LITE is up 3%
** Among the 25 analysts that cover ANET, the breakdown of recommendations are 20 "strong buy" or "buy," 4 "hold" and 1 "sell" or "strong sell." Its median PT is $115, per data compiled by LSEG
** ANET is up ~18% YTD after gaining ~88% in 2024
(Reporting by Chibuike Oguh in New York)
((Chibuike.Oguh@thomsonreuters.com; +332-219-1834; Reuters Messaging: chibuike.oguh.thomsonreuters.com@reuters.net))
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