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Is NOK Stock Worth Buying as AI Growth Offsets Telecom Challenges?
24.07.2026 16:33
Nokia is balancing telecom headwinds with fast-growing AI networking, cloud infrastructure and enterprise demand as investors weigh its long-term growth potential.
5 High ROE Stocks to Buy as Surging Oil Prices Rattle Investors
24.07.2026 15:02
ROST, ANET, AVGO, HST and AME pair strong cash flow with high ROE as oil-fueled volatility rattles markets.
The Zacks Analyst Blog Highlights Arista Networks, Unity Software, HubSpot and Samsara
24.07.2026 11:04
AI-driven enterprise spending is creating growth opportunities for ANET, U, HUBS and IOT as companies expand intelligent software and cloud capabilities.
Arista Networks Introduces AI-Driven Zero Trust Branch
21.07.2026 13:00
SANTA CLARA, Calif., July 21, 2026--Arista Networks (NYSE: ANET), a leader in networking for cloud and artificial intelligence (AI) fabrics, today announced the launch of its new AI-driven Edge Threat Management (ETM) for VeloCloud SD-WAN, delivering integrated zero trust security for enterprise branch offices. Customers can leverage this integration to simplify the branch, collapsing multiple disparate boxes into a single unified secure SD-WAN edge platform.
Calix's Q2 Earnings Beat Estimates on Healthy Revenue Growth
21.07.2026 12:20
CALX tops Q2 2026 revenue and earnings estimates as broadband demand, appliance adoption and cloud services growth lift sales and profit.
Seagate (STX) Lands BNP Paribas AI Supply Chain Backing Through 2027
18.07.2026 02:08
BNP Paribas has identified Seagate Technology Holdings (NasdaqGS:STX) as a top AI supply chain pick. The bank highlighted Seagate alongside Arista Networks and Astera Labs. The call is tied to expected storage demand related to AI projects through 2027. Seagate Technology sits at the heart of data storage, supplying hard drives and related solutions that support cloud, enterprise, and consumer workloads. As AI projects expand, they tend to require large volumes of data to be stored,...
D-Wave's System Sales Outlook Improves on Strong Customer Demand
16.07.2026 15:44
QBTS raises its system sales outlook after record bookings and surging demand, with bigger deals and recurring revenue expected to support growth.
AMD's $600 Target Isn't Really About AMD
16.07.2026 12:43
BNP Paribas raised AMD's price target to $600 despite expecting a muted earnings season, signaling confidence in the long-term AI cycle.
How Arista Networks (ANET) Is Strengthening Its AI Networking Moat With Next-Generation 1.6T Infrastructure Platforms
15.07.2026 10:29
Arista Networks, Inc. (NYSE:ANET) is one of the high-growth wide-moat stocks to buy. On June 9, Arista introduced its 7060XE7 Series, a new portfolio of 1.6-terabit networking platforms designed for rack-scale AI infrastructure. The systems expand the company’s Etherlink architecture for both scale-out and scale-up AI networks, addressing the higher bandwidth, power density, and thermal […]
Arista Networks (ANET) Is Up 9.7% After Boosting 2024 Revenue Outlook On Surging AI Demand
15.07.2026 08:13
Arista Networks recently reported record demand for its AI-focused networking gear, raising its full-year revenue forecast to about US$11.50 billion while cautioning that supply chain constraints could limit how quickly it converts orders into sales. The company’s push into high-performance AI infrastructure, including new 1.6-terabit platforms and multi-year component commitments, highlights how rising AI data center investment is reshaping its growth profile and operational risks. We’ll...
What to Expect From Arista Networks' Q2 2026 Earnings Report
15.07.2026 00:56
Arista Networks is poised to release its second-quarter results next month, and analysts project a double-digit earnings growth.
ANET's Robust Portfolio Fuels Revenue Growth: More Upside Ahead?
13.07.2026 14:42
ANET's AI networking portfolio and rising cloud demand fueled 35% revenue growth as new Etherlink platforms position the company for further expansion.
Workday vs. Arista: Which Enterprise AI Stock Has More Upside Now?
13.07.2026 13:58
WDAY's lower valuation and rising earnings estimates give it an edge over ANET despite weaker price performance and slower projected sales growth.
Arista Networks, Inc. (ANET) is Attracting Investor Attention: Here is What You Should Know
10.07.2026 13:00
Zacks.com users have recently been watching Arista Networks (ANET) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Why Did Ciena Stock Gain 460%?
10.07.2026 01:45
More than simply catching the AI updraft, the networking gear maker built a backlog that has investors asking if this time is truly different.
Dow Jones Futures: Nasdaq Eyes Key Levels Amid Iran News; Nvidia, Valero, Dell, SpaceX In Focus
09.07.2026 12:09
Tech futures rose overnight after Nvidia, Dell and other AI stocks bounced and SpaceX hit a new low. Oil prices kept rising on Iran news.
Equity Futures Mostly Rise as Markets Assess Renewed Middle East Tensions
09.07.2026 11:57
US equity markets were mostly pointing higher before the opening bell Thursday as traders weighed ri
Dow Jones Futures Fall Amid Iran News But Nasdaq Eyes Key Levels; Nvidia, Valero, Dell, SpaceX In Focus
09.07.2026 11:47
Tech futures rose overnight after Nvidia, Dell and other AI stocks bounced and SpaceX hit a new low. Oil prices kept rising on Iran news.
Three Enticing Clues Put This Broadcom Partner, Nvidia Rival In Focus
09.07.2026 11:16
As Nvidia heats up its AI battle versus Broadcom partner Arista Networks, shares of Arista stock take aim at a breakout.
US Stock Market Today: S&P 500 Futures Fall On Higher Yields And Inflation Jitters
09.07.2026 08:15
The Morning Bull - US Market Morning Update Thursday, Jul, 9 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down about 0.8%, as investors react to a mix of higher borrowing costs and fresh inflation worries. The US 10 year Treasury yield is sitting near 4.58%, a 4 week high, which means mortgages, car loans and business borrowing could stay expensive. At the same time, one year US inflation expectations are at 3.7%, and a drop in US oil inventories is...