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Can Arista's Third Guidance Raise Still Make You Money?
Trefis4d agoneutral
Can Arista's Third Guidance Raise Still Make You Money?

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.

Investing.com8d agoneutral
Investing.com’s stocks of the week

Investing.com -- U.S. indices are on track for a fall this week, as a jump in crude above $100 a barrel, amid continued Middle East tensions, impacted sentiment.

Can Apple Stock's Premium Survive The Memory Squeeze On Its Margin?
Trefis8d agoneutral
Can Apple Stock's Premium Survive The Memory Squeeze On Its Margin?

Apple (AAPL) is selling iPhones and Macs faster than it can build them, but the number a holder should fear most is the gross margin underneath those sales. Leaving out tariff refunds, that margin fell in the June quarter and is guided lower again for the September quarter. Management puts both steps down to rising memory prices, while the stock's price-to-earnings multiple sits near the top of its 10-year range.

Dell Technologies Q2 Earnings Call Highlights
MarketBeat18d agoneutral
Dell Technologies Q2 Earnings Call Highlights

Dell Technologies (NYSE:DELL) reported record fiscal 2027 second-quarter revenue and earnings, driven by accelerating demand for AI servers, traditional data-center infrastructure, storage and commercial PCs. The company also raised its full-year outlook, citing momentum across each of its major bus