AI Networking Leader Arista Beats Revenue and EPS Estimates… Stock Drops Anyway
Arista beat earnings and revenue but stock fell as AI expectations were too high; guidance was only modestly raised.
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Arista Networks Stock Gets Bullish Upgrade — Analyst Sees Up to 40% Growth
Rosenblatt upgrades Arista Networks, citing strong AI demand and faster growth ahead.
Meta's AI Infrastructure Leap: Nvidia Supplies Millions of GPUs, CPUs, and Networking for 2026-2028 Push
Nvidia and Meta announce a major multiyear partnership to supercharge Meta's AI with millions of advanced chips, standalone CPUs, and networking tech—driving stock gains for NVDA and META while pressuring rivals.
Arista Networks Crushes Q4 Earnings and Eyes Strong 2026 Growth
Arista Networks reports stellar Q4 2025 results with record revenue and profits, driven by AI demand. Shares jump 15% on upbeat Q1 guidance.
Microsoft Launches New Maia 200 AI Chips, Easing Nvidia Reliance
Microsoft unveils its second-gen Maia 200 AI chips to power GPT-5.2 and Copilot, benefiting partners Marvell and Arista Networks.
Arista Networks Soars as Traders Buy Calls
Arista Networks jumps 8% on heavy call option buying, fueled by AI data center growth and bullish analyst outlooks.