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.
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Instacart's Impressive Q4 2025 and Bright Outlook for 2026
Instacart shares jump after strong Q4 results and Q1 guidance beating estimates, driven by grocery demand, customer growth, and ads success amid competition.
Fastly's Q4 Earnings Smash Expectations: Stock Rockets on AI Boom
Fastly's latest earnings show huge growth thanks to AI demand, with revenue up 23% and stock surging 61%. Analysts praise AI as a key driver for future success.
Nebius Group Q4 2025 Earnings: Strong Growth Despite Missing Estimates
Nebius Group reports Q4 2025 revenue of $227.7M (up 547% YoY) and full-year $529.8M. ARR hits $1.25B, EBITDA turns positive, targeting $7–9B ARR in 2026.
Quantum Computing Stocks: Analyst Shifts Views on Rigetti and D-Wave
TD Cowen analyst updates ratings on Rigetti Computing and initiates coverage on D-Wave Quantum – one faces valuation and competition risks, while the other gets a positive nod for its tech edge.
Cisco's Q2 Earnings: Mixed Signals with AI Wins and Margin Worries
Cisco reports strong Q2 results driven by AI, but lower-than-expected profit margins spark stock dip.