The Big 3: ANET, HSY, VEEV
Schwab Network
/@SchwabNetwork
Published: July 24, 2025
Insights
This video from Schwab Network provides a market overview and detailed stock analysis for Arista Networks (ANET), Hershey's (HSY), and Veeva Systems (VEEV), including technical chart breakdowns and options trading strategies. The discussion on Veeva Systems highlights its recent strong performance and evolving market perception, particularly concerning its position within the AI landscape.
Key Takeaways:
- Veeva's Emerging AI Perception: The market is shifting its view of Veeva Systems, moving from previously considering it an "AI laggard" to now being "pulled up with the rest of these companies" in the AI space. This suggests growing recognition of Veeva's potential or role in artificial intelligence, which is highly pertinent for IntuitionLabs.ai's AI solutions and Veeva CRM consulting.
- Robust Market Performance: Veeva Systems is identified as an "Outperformer year to date," demonstrating significant upside momentum driven by a "big gap up on a fundamental change" (earnings) and achieving new intraday highs. This positive market sentiment can influence client investment and confidence in Veeva-related technologies and services.
- Reinforcement of Cloud-Based Identity: The analysis reiterates Veeva's core identity as a "cloud based software solutions company," which aligns with IntuitionLabs.ai's expertise in enterprise software and digital transformation within the pharmaceutical and life sciences industries.
- Technical Market Pulse on Veeva: The detailed technical analysis, including specific breakout points (e.g., 241), current high resistance (around 291), and support levels (e.g., 281), offers insights into investor sentiment and market dynamics surrounding Veeva. While primarily for traders, this information provides a financial pulse on a key platform within IntuitionLabs.ai's ecosystem.