Arista Networks

Arista Networks

Yahoo Finance • 11 hours ago

NVIDIA Corp.’s (NVDA): Surging AI Demand Across End-Markets Powers Standout Results

Calamos Investments, a diversified global asset management firm, released its third-quarter 2026 investor letter for "Calamos Global Equity Fund". A copy of the letter can be downloaded here. The fund returned 16.57% YTD, outperforming the... Full story

Yahoo Finance • 13 hours ago

NVIDIA (NVDA) is Strengthening AI Conviction Balanced Against Evolving Competitive Risks

L1 Capital, an investment management firm, released its "L1 Capital International Fund" (unhedged) third-quarter 2026 investor letter. A copy of the letter can be downloaded here. This Quarterly Report covers the unusually complex investme... Full story

Yahoo Finance • 2 days ago

Nvidia (NVDA) Stock Price Lags Massive Earnings Growth—A Compelling Value Opportunity

Munro Partners, an investment management firm, issued its third-quarter 2026 commentary for the "Munro Global Growth Fund". The letter can be downloaded here. The Munro Global Growth Fund experienced a -12.6% net return for the quarter, tr... Full story

Yahoo Finance • 5 days ago

3 US AI Stocks With Real Enterprise Spending Behind The Story

Markets are wrestling with higher global yields, IMF warnings on growth and questions about how durable the AI story really is. That mix is shaking prices and resetting expectations, yet it is also creating openings for investors who think... Full story

Yahoo Finance • 6 days ago

Stock futures mixed as tech stocks look to extend recovery

[Wall Street sign, New York City, USA] mbbirdy/E+ via Getty Images Stock index futures were mixed on Friday as technology stocks looked to extend their recovery after a difficult week. Dow futures (INDU [https://seekingalpha.com/symbol/... Full story

Yahoo Finance • 8 days ago

Cisco (CSCO): Can Its Earnings Recovery Turn Into Lasting Cash Growth?

Cisco Systems, Inc. (NASDAQ:CSCO) has an opportunity to turn artificial-intelligence infrastructure spending and network upgrades into stronger cash generation. Fiscal-2026 net income increased 30% to $13.3 billion, but operating cash flow... Full story

Yahoo Finance • 8 days ago

ASML Q3 Earnings Beat on Strong Upgrade Demand, Revenues Miss

ASML Holding N.V. ASML reported third-quarter 2026 earnings of $12.93 per share, beating the Zacks Consensus Estimate of $12.47 by 3.69%. Earnings increased 135.9% year over year. Revenues of $11.66 billion missed the Zacks Consensus Estim... Full story

Yahoo Finance • 9 days ago

Nvidia Corp (NVDA): Jensen Huang’s Visionary Leadership Drives Long-Term AI Growth

Patient Capital Management, based in Baltimore, released its third-quarter 2026 investor letter for the "Patient Opportunity Equity Strategy". The letter can be downloaded here. The Opportunity Equity Strategy outperformed the S&P 500 in t... Full story

Yahoo Finance • 9 days ago

d-Matrix Announces Squadron Compute Clusters for AI Inference at Data Center Scale

Scaling to 1000+ Connected d-Matrix Corsair XPUs, Squadron Systems Now Generally Available For Select Customers Seeking Megawatt-Scale Compute for Ultra-Low-Latency AI SAN JOSE, Calif. , Oct. 12, 2026 /PRNewswire/ -- d-Matrix today announ... Full story

Yahoo Finance • 12 days ago

Arista Networks Stock In A Bull Trend Offers Spread Trade With A Fast Return

Arista stock is in a bullish trend. In the options market, traders can potentially turn a profit from the AI play quickly. Continue Reading... Full story

Yahoo Finance • 13 days ago

JPMorgan’s AI basket represents 49% of the S&P 500

[Close-up text of AI - artificial intelligence, machine learning concepts, and agentic AI technology.] MF3d/iStock via Getty Images A single investment theme is once again closing in on half the U.S. stock market. A JPMorgan basket of 41... Full story

Yahoo Finance • 13 days ago

Can Arista's New Rack-Scale Ethernet Solutions for AI Stoke Growth?

Arista Networks, Inc. ANET has unveiled a new open Ethernet rack-scale portfolio designed to support high-density artificial intelligence (AI) infrastructure across both scale-up and scale-out environments. Developed with AMD, Arm, Broadco... Full story

Yahoo Finance • 14 days ago

Does Arista Networks (ANET) Have An Edge In AI Rack Scale Ethernet?

Arista Networks (NYSE:ANET) announced a new open Ethernet rack-scale portfolio for AI infrastructure, targeting high-density data center deployments. The portfolio is designed for scale-up and scale-out AI networking, with advanced resilie... Full story

Yahoo Finance • 15 days ago

Arista Networks (ANET) Outperforms AI Infrastructure Peers on Solid Execution and Raised Guidance

ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its "Large Cap Growth Strategy". The letter can be downloaded here. In the third quarter, leadership among large growth stocks shifted f... Full story

Yahoo Finance • 15 days ago

Arista Announces Rack-Scale Architectures for Scale-Up and Scale-Out AI Fabrics

Engineered with AMD, Arm, Broadcom, d-Matrix, Meta, Microsoft, and Qualcomm to deliver extreme compute and networking density for AI SANTA CLARA, Calif., October 07, 2026--(BUSINESS WIRE)--Arista Networks (NYSE: ANET), a leader in AI fabr... Full story

Yahoo Finance • 15 days ago

Dow Jones Futures Fall, Yields Rise After S&P 500 Hits High; Astera, GE Vernova, Arista Lead Buys

The S&P 500 hit a high as the stock market extended a win streak. Astera Labs, GE Vernova and Arista Networks led AI stock buys. Continue Reading... Full story

Yahoo Finance • 15 days ago

Dow Jones Futures Fall After S&P 500 Hits High; Astera, GE Vernova, Arista Lead Buys, But These Stocks Slammed

The S&P 500 hit a high as the stock market extended a win streak. Astera Labs, GE Vernova and Arista Networks led AI stock buys. Continue Reading... Full story

Yahoo Finance • 15 days ago

Dow Jones Future Fall After S&P 500 Hits High; Astera, GE Vernova, Arista Lead Buys, But These Stocks Slammed

The S&P 500 hit a high as the stock market extended a win streak. Astera Labs, GE Vernova and Arista Networks led AI stock buys. Continue Reading... Full story

Yahoo Finance • 15 days ago

Dow Jones Futures: S&P 500 Hits High As Astera, GE Vernova, Arista Lead 6 AI Stock Buys

The S&P 500 hit a high as the stock market extended a win streak. Astera Labs, GE Vernova and Arista Networks led AI stock buys. Continue Reading... Full story

Yahoo Finance • 16 days ago

Arista Networks And 2 Top Founder Led Stocks To Watch

When investors reduce expectations for another Federal Reserve rate hike for October after softer inflation and jobs data, attention shifts to something more basic: who actually runs the business, and how much of their own wealth is on the... Full story