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Super Micro Computer (SMCI) stock rose 9.5% on Thursday, September 17, closing just over $40. The move followed a bullish call on how big the market for AI servers gets. That call may well be right. But it answers a question Super Micro's own results never raised. That is why one big session tells you less than it looks like it does.
Arista Networks (ANET) has gained 5.6% over the last five trading days while the S&P 500 added 0.6%. A gap like that pulls buyers in. But the five-day move is not the question. The real one is what owning Arista does to your money every time the market moves, because it travels much further than the index in both directions.
Arista Networks (NYSE: ANET) reported continued robust growth linked to demand for AI data center networking infrastructure. The company raised its full-year revenue outlook, signaling higher expected sales for the current financial year. Management highlighted Arista's role in AI data center buildouts, with industry experts praising its positioning in this segment. Arista's upgraded full-year revenue guidance and AI data center traction deserves weighing against the rest of our findings...
Recently, Jim Cramer interviewed OpenAI’s CFO Sarah Friar, noting that both OpenAI and Anthropic had backed calls to slow development on the most powerful AI models so safety protocols could catch up. When Cramer pressed her on whether OpenAI might slow its AI buildout, she explained the company would always make investment decisions by prioritizing […]
Cisco Systems (CSCO) grew revenue more slowly over the last twelve months than any other company in its peer group. Yet it trades on almost the same earnings multiple as Dell Technologies, the fastest grower of the five. Trailing growth does not explain that price on its own. Cisco's last quarter grew 18%, well ahead of its 11.8% twelve-month figure. The rest of the case rests on AI networking orders that are running well ahead of the revenue Cisco has booked from them.
CIEN targets 30% revenue growth through fiscal 2029, with expanding margins and free cash flow supported by strong demand.
Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.
Nasdaq, Arista Networks, and Mastercard each hold a Buy consensus with double-digit implied upside, offering analysts' distinct views across exchanges, AI networking, and payments.
Ciena (CIEN) trades near $334, a little over half its 52-week high, and the easy read on an AI networking supplier down that far is that it has gone on sale. It is still up more than 150% over the past year, and the company has just guided fiscal 2027 to record profitability. The risk here is not demand. It is what the new prices are attached to.
Arista is a highly rated stock holding up well during recent market weakness. Investors might consider a covered call trade.
Arista is a high-tech picks-and-shovels AI stock that more than doubled its revenue and earnings between 2022 and 2025. ANET is set to follow this up with stellar growth in 2026 and 2027.
Arista Networks (ANET) trades near $188, about where it stood before its August report raised its 2026 revenue outlook for the third time. The easy read is that the market has yet to price that forecast. It already did, once. The market paid for that forecast in August and has since handed most of that payment back, leaving you a claim on the next raise.
Arista Networks (ANET) reached $192.35 at the closing of the latest trading day, reflecting a +2.42% change compared to its last close.
Cisco Systems (CSCO) closed fiscal 2026 with record revenue of $63.3 billion, and the stock has returned 66% over the past year. Read its last two August earnings calls, though, and the pitch changed. In August 2025 the CEO pitched a refresh of the installed campus switching base. In August 2026 the lead was a networking super cycle, with hyperscaler AI orders up triple digits. How much of the business actually moved.
During the September 10 episode of Mad Money, a caller inquired about Mad Money host Jim Cramer’s confidence that Arista Networks, Inc. (NYSE:ANET) will not go down the same path as Ciena Corporation. He replied: Okay, so let me just tell you, Arista is up a lot this year. My confidence is with Jayshree Ullall. […]
AI stocks face slowdown fears, but Nvidia, Taiwan Semiconductor and peers show strong operating momentum that could make dips worth watching.
Ciena's new $200 million venture program targets AI-driven networking, data centers and optical technologies as demand for connectivity surges.
The average brokerage recommendation (ABR) for Arista Networks (ANET) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
Arista Networks (ANET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
ANET's cash flow is surging on strong growth and upfront customer payments, but deferred revenue and inventory swings could add volatility.
Arista published its batch of security advisories on September 9, turning an advance warning into an immediate customer maintenance task. The release includes critical vulnerabilities affecting EOS and VeloCloud. Cisco’s September 4 security commentary describes the broader problem: vulnerability discovery is accelerating beyond customers’ ability to remediate it. For Cisco Systems, Inc. (NASDAQ:CSCO) and Arista […]
Cisco Systems (CSCO) stock trades at $107.44, and its options price a range over the next twelve months from near $74 to near $156. The market gives the shares about a two-in-three chance of finishing inside that band, and the band carries no view on direction. It measures size, and for Cisco that is about as much movement as the stock has shown over the past year.
Arista Networks (ANET) stock has gained about 51% since mid-December, against about 12% for the S&P 500. Peers Dell Technologies (DELL) rose 293% and Hewlett Packard Enterprise (HPE) 135%, while Cisco Systems (CSCO) gained about 40%. AI demand is the obvious explanation, and it is real. But management linked its latest outlook raise to a better supply position, and the CEO says the industry is still short of parts. From here, the shares are a bet on those parts arriving.
If you own Ciena (CIEN) or Arista Networks, you own one idea: AI is driving fast growth in network traffic, and both sell the equipment that carries it. Both raised their revenue outlooks in their latest reports, and both say they could ship more if supply loosened. Then the pair splits. Ciena's case rests on orders it cannot yet fill, while Arista already keeps about 43 cents of every sales dollar as operating profit.
Arista Networks (NYSE:ANET) executives outlined continued demand tied to artificial intelligence networking, a strengthening supply position and expanding opportunities beyond its largest hyperscale customers during Citi’s Global TMT Conference. Chief Financial Officer Chantelle Breithaupt said the