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IBM's Q2 earnings met estimates, but delayed software deals and weaker mainframe sales drove a revenue miss and lower 2026 growth guidance.

The data center hardware specialist climbed to new heights to kick off the year. It's just getting started.

Arista Networks adds AI-driven ETM to VeloCloud SD-WAN, combining zero trust security and networking on one platform to simplify branch deployments.

Here, we pick four Internet stocks - XYZ, U, AMZN and ANET - that are likely to pull off a beat this earnings season.

Unity Software leads a list of software firms positioned for earnings season as AI, cloud adoption and recurring revenue trends support growth expectations.

T beats Q2 earnings estimates as fiber and wireless growth lifted profitability, customer additions and cash flow despite a revenue miss.

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500’s 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock […]

If you hold Arista Networks (ANET) stock, you've been rewarded for betting on the AI boom. The shares have climbed 51% over the past year and trade near their 52-week high, a testament to the company's central role in building the networks that power artificial intelligence. But with a price-to-sales multiple of 21.9 sitting at a 10-year peak, the stock is priced for near-flawless execution. That's precisely why it's worth focusing on what could go wrong. The biggest risks for Arista aren't hypo

The consulting giant is quietly using its balance sheet to buy its way into entirely new, product-led markets that could redefine its growth story.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

You could be forgiven for glancing at Cisco (CSCO)’s financials in early 2025 and promptly falling asleep. As of its fiscal third-quarter report for FY 2025 (July fiscal ending), trailing-twelve-month revenue had grown 0.5%. It was a picture of a mature tech titan, not a rocket ship.

Arista Networks (NYSE:ANET) has introduced an AI-driven zero trust Edge Threat Management platform for VeloCloud SD-WAN. The new solution targets branch office security by unifying multiple security tools into a single SD-WAN edge platform. The launch reflects Arista Networks' push beyond data center and AI infrastructure into the branch security segment. Arista Networks enters this product launch with its stock trading at $169.35 and a very large 5 year return of about 7x. The shares are...

Unity Software, HubSpot, Arista Networks and Block gear up for Q2 earnings, with AI and cloud growth supporting potential beats.

Here is how Ciena (CIEN) and Arista Networks (ANET) have performed compared to their sector so far this year.

Recently, Zacks.com users have been paying close attention to Arista Networks (ANET). This makes it worthwhile to examine what the stock has in store.

CALX tops Q2 2026 revenue and earnings estimates as broadband demand, appliance adoption and cloud services growth lift sales and profit.

Instead of returning cash to shareholders, Arista has halted stock buybacks. The company is making a massive bet on future growth, amassing inventory obligations at an unprecedented rate. Purchase commitments have swelled to $8.9 billion, a clear signal that management is preparing for a demand wave.

Nokia heads into Q2 earnings with AI networking advances, customer wins, and a broad 5G portfolio, but competition and telecom spending remain key watchpoints.

Arista Networks (ANET) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

IBM's Q2 Consulting revenues may rise year over year as AI, cloud and cybersecurity offerings support demand for technology consulting and transformation services.

IBM's Q2 Software revenues may rise as watsonx.ai adoption, cloud services and AI partnerships support growth across key markets.

Everyone already owns NVIDIA, Microsoft, and Alphabet, but the real AI infrastructure buildout is quietly funneling billions into a different layer of the stack. Three under-the-radar names are converting that spending into hard revenue growth right now.

The networking giant is on a tear, powered by a genuine business surge, but for investors arriving now, the critical question is what the ticket costs.

BNP Paribas has identified Seagate Technology Holdings (NasdaqGS:STX) as a top AI supply chain pick. The bank highlighted Seagate alongside Arista Networks and Astera Labs. The call is tied to expected storage demand related to AI projects through 2027. Seagate Technology sits at the heart of data storage, supplying hard drives and related solutions that support cloud, enterprise, and consumer workloads. As AI projects expand, they tend to require large volumes of data to be stored,...

QBTS raises its system sales outlook after record bookings and surging demand, with bigger deals and recurring revenue expected to support growth.

The networking giant is selling AI gear faster than it can build it. That's what drove the stock up, and it's the biggest risk you're taking now.

The stock's recent pop is grabbing attention, but its real value lies in how it moves differently from the market you already own.

Networking, storage and connectivity lead its 2027 outlook

CSCO's 52% YTD surge is backed by rising AI orders, networking growth, security momentum and stronger earnings visibility.

The networking specialist looks expensive at a glance, but a patient investor is buying into future growth at a significant discount.