Anthropic and Meta are planning equity offerings worth close to US$200b combined, and the article highlights three fast-growing stocks with high insider ownership from a screen. Arista Networks (market cap US$223.5b) sells cloud and AI networking hardware and EOS software, generating about US$10.5b in revenue; management guides 2026 AI fabrics revenue of US$3.5b to US$3.6b, with Etherlink used by more than 100 customers. Nebius Group (market cap US$42.0b) runs a full-stack AI cloud platform, with about US$1.31b from its Nebius AI Cloud segment, and the article flags that data sovereignty regulation in the U.S., Europe and Israel could raise compliance costs. Mission Produce (market cap US$1.0b) sources, farms and markets avocados, and its Calavo integration targets annualized cost synergies of more than US$30 million.
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