News

The Nasdaq Composite and the S&P 500 climbed to new peaks and oil prices tumbled on Wednesday follow

LOGI beats Q4 FY26 estimates as earnings jump 22% Y/Y and revenues rise 7%, driven by strength in gaming, video collaboration headsets and pointing devices.

ANET posts Q1 surge as AI-driven demand lifts revenues 35% and beats estimates, with strong growth across cloud, enterprise and services.

US equity futures were higher pre-bell Wednesday as oil prices slipped and a peace agreement between

Arista Networks stands out in a growing internet software space as AI-driven SaaS demand and cloud adoption fuel industry growth despite volatility.

Shares in Advanced Micro Devices and Intel surge after AMD CEO Lisa Su flags surging demand for central processing units.

Broadcom stands out among high-ROE stocks as investors seek stability, with strong growth expectations helping it shine in a volatile market backdrop.

Arista Networks (NYSE:ANET) reported record quarterly revenue and unveiled new AI focused data center products, including liquid cooled pluggable XPO optics and a universal AI spine. The company paired these launches with upbeat guidance, yet the stock saw a steep share price drop following the announcement. For investors watching NYSE:ANET, the contrast is striking. The stock trades at $170.22 and has delivered very strong multi year returns, including 27.4% year to date, 87.5% over the...

Arista Networks (NYSE:ANET) reported fiscal first-quarter 2026 results for the period ended March 31, 2026, with management pointing to continued momentum in cloud, AI networking, and enterprise, while also flagging supply constraints and related cost pressures that could weigh on margins. Q1 reven

Moby summary of Arista Networks, Inc.'s Q1 2026 earnings call

With me on today's call are Jayshree Ullal, Arista Networks, Inc. Chairperson and Chief Executive Officer, and Chantelle Breithaupt, Arista's Chief Financial Officer. This afternoon, Arista Networks, Inc. issued a press release announcing its fiscal first quarter results for the period ending 03/31/2026. During the course of this conference call, Arista Networks, Inc. management will make forward-looking statements, including those relating to our financial outlook for the second quarter of the 2026 fiscal year, longer-term business model and financial outlooks for 2026 and beyond, our total addressable market and strategy by addressing these market opportunities, including AI, inventory management, lead times, and product innovation, which are subject to the risks and uncertainties that we discussed in detail in our documents filed with the SEC, specifically in our most recent Form 10-Q and Form 10-K, and which could cause actual results to differ materially from those anticipated by these statements.

The Nasdaq hit new highs Tuesday. AI plays AMD, Astera Labs, Lumentum and Arista were earnings movers late.

US benchmark equity indexes were higher intraday as oil prices fell after Defense Secretary Pete Heg

It's something special to have a perfect earnings surprise track record for five years.

US equity futures were trending higher on Tuesday as traders await a fresh batch of corporate earnin

Earnings season revs up the next few days as investors will hear from big companies including Advanced Micro Devices, CoreWeave, Pfizer and McDonald's. Data on the U.S. jobs market will also be watched closely, culminating in April nonfarm payroll numbers Friday.

Taboola.com heads into Q1 earnings with Realize-driven growth, rising revenue expectations and strong momentum, but FX headwinds and higher costs cloud the outlook.

Cisco Systems Inc (NASDAQ: CSCO) is currently flashing a signal that usually makes value investors flinch: a 33x trailing earnings multiple, its highest in three years. Historically, Cisco finds its comfort zone closer to 21x, leading many to wonder if the stock has finally hit a valuation ceiling. While high-growth peers like Arista Networks (NYSE: ANET) and Palo Alto Networks (NASDAQ: PANW) frequently command even loftier premiums. Cisco has traditionally been valued as a more mature, lower-mu

DASH Q1 performance is likely to have benefited from strong order growth and rising GOV, but mounting competition and costs may weigh on results.

SWKS will report fiscal Q2 results on May 5, with revenue guidance between $875M and 925M. Non-GAAP EPS expected to be $1.40 at the midpoint.

NVTS heads into Q1 earnings with a steep revenue decline expected, as AI-driven GaN and SiC demand competes with pressure from its mobile market exit.

Broadcom stock teases a buy zone as fellow IBD Leaderboard members Google and Caterpillar climb out of buy range.

FTNT heads into Q1 earnings with steady growth forecasts, strong SASE momentum and macro risks that can temper upside.

PAYC to report Q1 results on May 6, with EPS seen up 4.6% and revenues up 7% as AI tools like IWant collide with macro headwinds.

MSI reports Q1 May 7; StreamCaster MINI 5200 and AI Assist Suites could help drive revenue growth across both segments.

AI stocks are seeing leadership shift as Google storms ahead, Nvidia wavers, software lags and key earnings loom.

Nvidia stock is looking to consistently trade above $200. Earnings from fellow chip and AI companies could help.

We have Palantir, Advanced Micro Devices, Coinbase, Coreweave, Arista Networks, Arm Holdings, Shopify and Uber Technologies all reporting in what shapes as a busy and pivotal week for stocks.