Chip and AI Stocks Drop After CEOs Urge Caution on Development Pace
AI leaders including Amodei, Altman and Musk call to pace the frontier. Chip, memory and networking stocks fall as investors weigh spending and IPOs.
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Arista Networks Hits First $3 Billion Quarter as AI Demand Supercharges Results
Arista Networks posts record $3.04B revenue and $1.02 adjusted EPS in Q2 2026, beating estimates as AI networking demand drives strong growth and higher guidance.
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.
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.