David Meier, a data-driven cloud networking expert from Arista Networks, discusses the company's pivotal role in the AI revolution, detailing why tech giants like Microsoft and Meta rely on their infrastructure. He also shares insights on Arista's financial performance and recent challenges surrounding Bumble. Anthony Schiavone, a senior analyst, provides an analysis of the Mid America Apartments, exploring the impacts of migration to the Sunbelt and shifting rental market dynamics that are favoring renters, amidst strategic acquisitions.