News

Arista Networks (ANET) reached $192.35 at the closing of the latest trading day, reflecting a +2.42% change compared to its last close.

Cisco Systems (CSCO) closed fiscal 2026 with record revenue of $63.3 billion, and the stock has returned 66% over the past year. Read its last two August earnings calls, though, and the pitch changed. In August 2025 the CEO pitched a refresh of the installed campus switching base. In August 2026 the lead was a networking super cycle, with hyperscaler AI orders up triple digits. How much of the business actually moved.

Arista Networks (ANET) stock rose 40.6% between mid-March and mid-September 2026, against 15.5% for the S&P 500. Arista sells the Ethernet switches, its Etherlink line among them, that tie AI accelerators together inside a data center, largely for its biggest customers, the cloud and AI titans. The August guidance raise, the third of 2026, rested on supply, a bottleneck management had described since the autumn of 2025.

During the September 10 episode of Mad Money, a caller inquired about Mad Money host Jim Cramer’s confidence that Arista Networks, Inc. (NYSE:ANET) will not go down the same path as Ciena Corporation. He replied: Okay, so let me just tell you, Arista is up a lot this year. My confidence is with Jayshree Ullall. […]

AI stocks face slowdown fears, but Nvidia, Taiwan Semiconductor and peers show strong operating momentum that could make dips worth watching.

Ciena's new $200 million venture program targets AI-driven networking, data centers and optical technologies as demand for connectivity surges.

The operating momentum of these top-rated AI stocks makes them worth considering if the selloff gets overdone.

The average brokerage recommendation (ABR) for Arista Networks (ANET) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Arista Networks (ANET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

ANET's cash flow is surging on strong growth and upfront customer payments, but deferred revenue and inventory swings could add volatility.

NVIDIA, Arista Networks and Vertiv offer exposure to AI infrastructure as surging capex drives demand for computing, networking and power systems.

Arista published its batch of security advisories on September 9, turning an advance warning into an immediate customer maintenance task. The release includes critical vulnerabilities affecting EOS and VeloCloud. Cisco’s September 4 security commentary describes the broader problem: vulnerability discovery is accelerating beyond customers’ ability to remediate it. For Cisco Systems, Inc. (NASDAQ:CSCO) and Arista […]

Jim Cramer told a grandfather and his granddaughter to keep buying Arista Networks on every dip, calling the CEO "money" and refusing to back down despite a valuation that punishes any slip in execution.

Nike continues to make new lows while the major indexes hover around all-time highs.

Today, Sept. 11, 2026, enterprise server demand from AI spending drove the stock up over 12%, with record quarterly revenue and networking strength fueling investor confidence.

Cisco Systems (CSCO) stock trades at $107.44, and its options price a range over the next twelve months from near $74 to near $156. The market gives the shares about a two-in-three chance of finishing inside that band, and the band carries no view on direction. It measures size, and for Cisco that is about as much movement as the stock has shown over the past year.

Dow Jones futures: Despite Friday's bounce, the stock market had a tough week amid $100 oil prices and surging Treasury yields. Apple, Moderna are buys.

Arista Networks (ANET) stock has gained about 51% since mid-December, against about 12% for the S&P 500. Peers Dell Technologies (DELL) rose 293% and Hewlett Packard Enterprise (HPE) 135%, while Cisco Systems (CSCO) gained about 40%. AI demand is the obvious explanation, and it is real. But management linked its latest outlook raise to a better supply position, and the CEO says the industry is still short of parts. From here, the shares are a bet on those parts arriving.

Dell Technologies and HPE stocks are leading the S&P 500 higher as Oracle’s massive spending plans reinforce optimism about demand for AI data-center hardware.

Networking stocks are surging well beyond the broader tech sector, and no earnings report, contract award, or company announcement explains why Ciena, Arista, and Cisco are all moving together on the same Friday afternoon.

If you own Ciena (CIEN) or Arista Networks, you own one idea: AI is driving fast growth in network traffic, and both sell the equipment that carries it. Both raised their revenue outlooks in their latest reports, and both say they could ship more if supply loosened. Then the pair splits. Ciena's case rests on orders it cannot yet fill, while Arista already keeps about 43 cents of every sales dollar as operating profit.

On Sept. 11, 2026, oil prices retreated intraday, helping investors look past sticky inflation data and fueling risk-on sentiment.

AI capex is fueling a new infrastructure cycle, with NVIDIA, Arista Networks and Vertiv well-positioned across computing, networking and power.

Arista Networks (NYSE:ANET) executives outlined continued demand tied to artificial intelligence networking, a strengthening supply position and expanding opportunities beyond its largest hyperscale customers during Citi’s Global TMT Conference. Chief Financial Officer Chantelle Breithaupt said the

Here’s what’s driving Dell stock and its price target following its 700% climb.

Every investor knows Nvidia won the chip race, but the physical layers that actually keep AI data centers alive belong to a different set of companies, and three of them are quietly outpacing the trade everyone is already crowded into.

Arista Networks (ANET) trades near $195, and its option chain prices a range for the coming twelve months running from a floor near $112.90 to a ceiling of $336.68. That spread is wide enough to change what a sensible position looks like. The options market is pricing this move at almost exactly what the stock has already delivered, 0.98 times realized volatility, hardly the calmer outcome the wide band might suggest.

Cisco Systems (CSCO) trades near $109, about 16% below its 52-week high, after falling 10.1% over the past month. It is still up 66.6% over the trailing twelve months, against 19.3% for the S&P 500. Its own record since 2007 says a stock like this falls about as hard as the market and has usually come back within months, though its deepest shock-era fall took years. What Cisco sells, and who buys it, has changed since that record was set.

In the most recent trading session, Arista Networks (ANET) closed at $192.93, indicating a -1.04% shift from the previous trading day.

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