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

Power, cooling and customer acceptance can delay recognition long after networking equipment ships.

High-ROE stocks like Allstate, Arista Networks, Ross Stores, Gartner and Micron offer investors cash-generating names amid rate hike fears.

ANET's stronger price performance, rising 2026 estimates and AI-cloud growth opportunities give it an edge over IBM despite a richer valuation.

Arista Networks (NYSE:ANET) executives said the company is investing across its networking portfolio rather than making tradeoffs between AI and data-center switching, software, campus networking and routing, as it works toward its 2026 revenue outlook of $12.6 billion. Speaking at the Goldman Sach

Stocks fell Tuesday as oil prices and Treasury yields rose, but AMD and HPE led AI plays flashing buy signals. An Apple iPhone event is on tap.

ADP's strong bookings, 92.1% retention, AI-driven margin gains and robust capital returns support its outlook despite employment and PEO pressures.

CIEN's 17% monthly decline raises entry-point questions as supply limits growth, while AI demand, backlog and guidance signal strong momentum.

In the world of AI hardware, one company is delivering top-tier growth from the bargain bin, forcing investors to ask if the market sees a flaw they are missing.

Ciena beat Q3 earnings estimates with record margins, yet shares fell on margin concerns, prompting a look at rivals Lumentum and Coherent for AI optical networking exposure.

ALL, ANET, ROST, IT and MU stand out as cash-rich, high-ROE stocks amid rate-hike fears and market uncertainty.

Illumina and Everpure also join the S&P 500 in the September rebalance

SanDisk jumped 3.6% overnight after its S&P 100 inclusion, extending a nearly 12% Friday surge.

Every stock enters your portfolio at the same size, regardless of how sure you feel about it. Here's why.

Goldman Sachs data suggests nearly half of all businesses could be running AI in daily operations within months, and the physical infrastructure scrambling to keep up has created a very specific set of winners. Five companies sit at the exact bottlenecks where that buildout cannot proceed without them.

Arista Networks (ANET) possesses solid growth attributes, which could help it handily outperform the market.

The iShares S&P 100 ETF just swapped out a toothpaste giant and a mall REIT for four AI infrastructure plays, and the move reveals something uncomfortable about what this so-called blue-chip fund has quietly become.

Nike stock suffers a new setback. Nearly 18 years in the S&P 100 comes to an end

One familiar name is losing its place among market royalty

Arista has posted eight straight quarters of revenue gains, while IBM swings between peaks and valleys.

Nike drops out of the S&P 100 on September 21, 2026. Dell, Palo Alto, Arista and Sandisk move in, signaling a major shift toward tech stocks.

SanDisk Corp. (NASDAQ:SNDK) rallied for a third consecutive day on Friday, jumping 11.9 percent to close at $1,740 apiece as investors gobbled up shares ahead of its addition to the S&P 100 index later this month. As part of its latest quarterly index rebalancing, the S&P Dow Jones Indices announced that SanDisk Corp. (NASDAQ:SNDK) will […]

S&P said on Friday that Bloom Energy, Everpure (P) and Illumina (ILMN) will join the S&P 500 index.

This AI networking star has a powerful business engine and a stock chart to match, but a recent pullback raises the question of whether the price of admission is simply too high.

Cisco Systems (CSCO) stock has returned about 64% over the past year, against roughly 21% for the S&P 500. The easy explanation is that Cisco sells the switches and optics that hyperscalers are buying for AI. That business is real, and it is the smaller part of the story. The larger part is that the rest of Cisco started growing again, much of it as customers ready their networks for AI.

Arista Networks has surged 37.3% in six months as AI demand, supply-chain gains and strong cash flow fuel its growth outlook.

Paychex is driving growth through Paycor synergies, AI-backed WISE capabilities and efficiency gains that support stronger margins and client value.

Arista Networks recently reported strong Q2 2026 results, with revenue and earnings exceeding expectations on the back of growing demand across AI, cloud, and enterprise networking, supported by better supply chain execution. Management’s upbeat guidance for Q3 2026 and the company’s leading position in high-speed AI infrastructure have reinforced analyst confidence and low short interest despite broader concerns about component constraints and enterprise spending volatility. We’ll now...

Arista Networks is rebounding from its 50-day moving average, offering a buying opportunity after an earnings beat in August.

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