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.
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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.
Wall Street Turns Bullish on ASML, TSMC, and Arista Networks
Major investment banks upgrade ASML, TSMC, and Arista Networks, citing AI growth, a coming memory chip super cycle, and stronger enterprise spending through 2026 and 2027.
Arista Networks Earns Continued Buy Rating from Evercore ISI
Evercore ISI reiterates a Buy rating on Arista Networks with a $175 price target, citing strong revenue growth, impressive margins, and long-term sector positioning.
Arista Networks Reports Big Q3 Wins, But Shipment Delays Cause Investor Jitters
Arista Networks exceeded profit and revenue targets for Q3 2025, driven by AI demand. However, the company's cautious Q4 sales forecast—blamed on shipment challenges, not low demand—led to a stock drop.