News

Investors don't have to own just chip stocks to benefit from the AI boom.

As Nvidia heats up its AI battle versus Broadcom partner Arista Networks, shares of Arista stock take aim at a breakout.

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...

Penguin Solutions, Arista Networks, and Biocryst Pharmaceuticals surged to 52-week highs on Wednesday amid a rotation into technology and healthcare stocks.

The Dow Jones slid with most stocks as oil prices jumped. The Nasdaq rose as Nvidia, Dell and AI plays bounced. SpaceX hit a new low.

Moderna stock has been on a long-term downtrend since the pandemic, and following a sharp run-up in June that saw shares gain nearly 50%, momentum appears to be fading. Moderna fell 6.4% to $74.63 on Wednesday. Shares have slid since then, losing nearly 9% over the past two sessions.

NOK and VIAV are expanding AI networking capabilities through optical infrastructure and testing solutions. See how their growth drivers compare.

CIEN is broadening its AI-focused data center connectivity portfolio with new platforms, hyperscaler wins and expanding demand across networking solutions.

Stock Market Today: The Dow Jones index dropped Wednesday after Trump declared the ceasefire is "over." Micron and Sandisk dived.

Khanna has been accumulating Tenable Holdings since last year, way before its shares jumped after its partnership with OpenAI.

In the most recent trading session, Arista Networks (ANET) closed at $166.46, indicating a -3.94% shift from the previous trading day.

Dow Jones payments leader Visa stock is in a new buy zone, while Arista Networks shares are approaching their own entry.

The company is seeing the best demand in its history as AI buildouts accelerate, but it's also warning that severe supply shortages could cap that growth for years.

The Morning Bull - US Market Morning Update Tuesday, Jul, 7 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.4% and Nasdaq-100 futures ahead close to 1%. The move comes as investors digest softer US jobs data, with June payrolls at 57,000 and unemployment at 4.2%, which hints that hiring is cooling and may ease pressure for tighter policy. At the same time, the US 10-year yield sits near 4.47% and oil prices are easing, a combination that can...

If you hold shares in this networking giant, you are already exposed to a notably large potential swing in its value over the next year.

CSCO's networking business is gaining momentum as AI infrastructure demand, campus refresh projects and hyperscaler deployments fuel a broader growth cycle.

Arista Networks Inc. (NYSE:ANET) is one of BlackRock’s 30 most important AI stocks right now. Back on June 9, Arista Networks Inc. (NYSE:ANET) unveiled the Arista 7060XE7 Series, its latest line of 1.6T networking platforms developed to serve as the basis for rack-scale artificial intelligence systems. The network has grown from a single layer to […]

The rising demand for CPU-driven infrastructure means Arista Networks is likely to see an increasing demand for its products.

Arista Networks is the non-chip AI play you're looking for.

Arista Networks stock has delivered a very large 5 year return while current valuation checks send a cooler message, with the Discounted Cash Flow (DCF) estimate sitting close to the market price and earnings based multiples pointing to a premium. Over 5 years, Arista Networks has returned roughly 7x an initial investment, which sets a high bar for any further upside to be justified. New AI focused networking launches such as the 7060XE7 Series can support expectations for future cash flows,...

We just covered Avoid SpaceX and Buy These 11 Stocks Instead. Arista Networks (NYSE:ANET) ranks #8 (see Avoid SpaceX and Buy These 5 Stocks Instead). Number of Hedge Fund Investors: 85 Arista Networks (NYSE:ANET) is a key beneficiary of the AI revolution because it makes the connectivity backbone that ties together AI infrastructure in data […]

Arista has surged 56% in a year as AI networking demand drives growth, but can strong momentum outweigh customer concentration, competition and higher R&D?

The stock's incredible run had little to do with its past and everything to do with a future the market suddenly decided to believe in.

Management put a stunningly large number on its AI future, and investors are piling in. But the real story is what this growth costs.

TEAM's steep six-month slide reflects AI disruption fears and margin pressure, but enterprise demand and valuation support a hold case.

Cloud networking products manufacturer Arista has its stock trading close to a 177.48 entry from a cup-with-handle base.

JPMorgan and AI leaders are in focus as strong earnings fuel the market rally, but elevated valuations raise questions about future returns.

Arista Networks, Inc. (NYSE:ANET) is one of the 10 Best Fundamentally Strong Stocks to Buy for Long Term. On 9 June, Arista Networks, Inc. (NYSE:ANET) announced the 7060XE7 Series, a portfolio of 1.6-terabit networking platforms for rack-scale AI infrastructure. The firm said the systems help scale-up and scale-out AI fabrics and are designed for air, […]

While the market's momentum has been undeniable, valuation metrics are flashing caution signs that investors shouldn't ignore following one of the strongest periods for U.S. equities in recent memory.

In the closing of the recent trading day, Arista Networks (ANET) stood at $166.62, denoting a -1.92% move from the preceding trading day.