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(Bloomberg) -- Cisco Systems Inc. gained as much as 19% in late trading after the company delivered a better-than-anticipated sales forecast and announced plans to cut thousands of jobs, an attempt to focus on the fast-growing AI market.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands in China for Xi Trade Summit With Iran War in

Cisco Systems (NasdaqGS:CSCO) has joined a new multi source agreement to set open standards for expanded beam optical connectivity in AI data centers. The alliance includes Meta, AMD, Arista Networks, Oracle, and others focused on interoperable connector technology for AI infrastructure. The group aims to reduce deployment hurdles and improve reliability in rapidly scaling AI data center networks. Cisco Systems enters this standards effort with a recent share price of $99.29 and strong...

For years, Nokia stock was dismissed as a legacy hardware player trapped in a low-margin 5G cycle. But in early 2026, the narrative has fundamentally shifted. While the market remained fixated on software giants, Nokia quietly engineered a structural breakout into the $11 to $13 range, fueled by an "AI super-cycle" that is rapidly transforming the telecommunications sector.

Cisco Systems, Inc. (NASDAQ:CSCO) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. Cramer had a mixed view on the stock, as he commented: Now, Cisco reports this night, and I gotta tell you, its stock’s galloping like 1999. Cisco’s just […]

Arista Networks, Inc. (NYSE:ANET) is one of the best AI enabler stocks to buy now. Arista Networks, Inc. (NYSE:ANET) fits the AI-enabler theme because large AI clusters need more than accelerators. They also need high-speed, low-latency networks that can move data across thousands of GPUs without turning the data center into a very expensive traffic […]

Arista Networks (NYSE:ANET) has joined a new industry standards group focused on next generation expanded beam optical (EBO) connectivity for AI infrastructure. The company is participating in a multi source agreement (MSA) aimed at creating open, interoperable specifications for high performance optical interconnects. Arista Networks, best known for its data center networking platforms and software, is aligning with other technology companies to shape how AI data centers move data at very...

Arista Networks Inc. (NYSE: ANET) is currently priced for a future that leaves no room for error. While the company has undeniably outpaced legacy rivals, its current 47x trailing earnings multiple suggests the AI rally may have finally outrun its fundamental support. Historically, Arista has found its valuation comfort zone closer to 38x; today’s significant premium assumes several years of uninterrupted AI tailwinds while ignoring the cyclical gravity that eventually pulls on all hardware vend

Arista Networks (ANET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

As Arista Networks has exceeded the SPX over the past year, Wall Street analysts remain bullish about the stock’s prospects.

CSCO heads into earnings with AI networking demand, strong product orders and hyperscaler momentum fueling double-digit revenue growth hopes.

Arista Networks Inc (NYSE:ANET) is one of the 12 AI Stocks Wall Street Is Watching Now. The key takeaway for Arista Networks recently is “continue to accumulate here.” Piper Sandler sees AI-driven demand for the stock and that too, despite having near-term concerns centered on growth and increased de-commitments. On May 6, analyst James Fish […]

CSCO heads into May 13 results with strong AI networking demand, but rivals ANET, DELL and HPE keep competitive pressure on.

Arista Networks Inc. (NYSE: ANET) is currently flashing a signal that often makes momentum investors pause: a 49x trailing earnings multiple, its highest in several years. Historically, Arista finds its comfort zone closer to 38x, leading many to wonder if the stock has finally reached a valuation peak. While industry veterans like Cisco Systems Inc (NASDAQ: CSCO) trade at much lower multiples, Arista has traditionally commanded a premium as the high-velocity challenger in the data center.

ANET beat Q1 expectations, but supply shortages could squeeze margins for 1-2 years as it locks in multi-year vendor commitments.

Arista Networks Inc. (NYSE:ANET) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer explained why the company’s stock declined, as he stated: Often, we miss these moves because it’s hard to pull the trigger on something when it’s down and out, which is exactly what […]

Dell Technologies Inc. (NYSE:DELL) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer mentioned the company during the episode and said: And look, it’s not just Meta. We all kick ourselves for missing out on winners that seem obvious in retrospect. I wish I’d bought […]

Arista Networks, Inc. (NYSE:ANET) is one of the Best American AI Stocks to Buy Now. According to a report by TheFly on May 6, Piper Sandler raised its price target on Arista Networks to $181 from $175 and maintained an Overweight rating on the stock, citing the company’s AI exposure. Piper Sandler highlighted that Arista’s […]

Arista Networks (ANET) has been in focus after reporting first quarter 2026 results, with revenue of US$2,709m and net income of US$1,022.9m, alongside guidance pointing to about US$2.8b in second quarter revenue. See our latest analysis for Arista Networks. The stock has swung sharply around these results, with a 1-day share price return of a 3.61% decline and a 7-day share price return of a 17.93% decline. The 1-year total shareholder return of 62.43% reflects stronger longer term momentum...

The stock got pummeled after the company warned of supply constraints.

The stock market hit fresh highs as crude oil prices tumbled below $100 on Iran hopes. Earnings were mostly strong, though there were big losers too

Dell Technologies Inc. (NYSE:DELL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted it as an AI infrastructure play, as he remarked: Then there’s the infrastructure. That’s all about Dell, which makes the servers, the AI factory if you will. Vertiv for cooling. Corning […]

Fiery demand for AI stocks like Google, Broadcom, Micron, ASML and ever Caterpillar continues among the best mutual funds.

The data center hardware specialist climbed to new heights in April. There could be more to come.

Several stock market leaders have emerged after the April 8 follow-through day. Some are starting to pull back in IBD Sector Leaders.

Even after a brutal post-earnings sell-off, Wall Street isn’t giving up on Arista Networks stock.

NYT tops Q1 2026 estimates as digital ads surge 31.6% and 310K net digital-only subs help lift revenues 12% to $712.2M.

MACOM Technology tops Q2 estimates as earnings jump 28% Y/Y and revenues climb 22.5%, backed by strong margins and upbeat Q3 outlook.

PAYC tops Q1 estimates as revenues climb 7.8% Y/Y, margins expand, and the company reaffirms its 2026 outlook.

Arista Networks, Inc. (NYSE:ANET) is one of the 10 Strong Buy S&P 500 Stocks to Invest In. On May 1, 2026, Morgan Stanley analyst Meta Marshall raised the price target on Arista Networks, Inc. (NYSE:ANET) to $180 from $165 and maintained an Overweight rating. Meta Marshall said discussions around the company have picked up after […]

Fortinet stock (FTNT) surged to $104 in extended trading following its first quarter 2026 earnings report on May 6, 2026. This "beat and raise" performance saw revenue hit $1.85 billion, representing 20.1% year-over-year growth and surpassing analyst estimates of $1.77 billion. While the market frequently rewards top-line growth, the underlying shift toward AI-driven security suggests a fundamental change in Fortinet's trajectory.