Notícias

Improving supply may unlock another leg of growth

Revenue rose 37.7% to $3.04 billion as gross margin fell to 63.4% from 65.6%

Yahoo Finance Markets and Data Editor Jared Blikre examines the comeback seen across the semiconductor landscape over the past five trading days, while also analyzing which companies are emerging as leaders in the renewed AI rally.

Arista's revenue grew 38% as hyperscalers expanded the high-speed networks connecting increasingly powerful AI infrastructure.

The company defied the popular narrative of an AI-related spending slowdown.

Investors have plenty of reasons to be uncertain right now. But that has not wholly shaken companies' faith in their ability to deliver strong earnings growth this year.

ANET tops Q2 estimates as AI, cloud and enterprise networking demand fuel 37.7% revenue growth, with Q3 revenues projected at about $3.3 billion.

Arista lifts its 2026 revenue outlook to $12.6B for a third time as supply gains unlock shipments across AI, data center, campus and routing.

Stock Market Today: The Dow Jones index rises Wednesday after surprise jobs data. AMD stock and SpaceX plunge on earnings.

AI networking demand keeps accelerating. But how much of it is already in the stock's price?

The benchmark US stock measures were trending higher in Wednesday's premarket activity amid growing

Wall Street futures pointed moderately higher pre-bell Wednesday on media reports of possible 60-day

FEATURE Stock futures were rising on Wednesday, putting both the and the on track to notch record highs. SpaceX slumped 11% in premarket trading after the rockets, telecom, and AI company beat analysts’ second-quarter earnings target but reported higher capital expenditure than Wall Street was expecting.

↘️ Space Exploration Technologies (SPCX): Elon Musk’s space company said its capital expenditures hit $18.4 billion in its most recent quarter. Shares fell 9% in premarket trading. ↘️ Advanced Micro Devices (AMD): The chip maker's stock tumbled premarket following Musk's comments that SpaceX would no longer buy AMD chips.

Arista Networks Inc (ANET) delivers a stellar Q2 with revenue up 37.7% year-over-year, driven by robust AI fabric adoption and international growth, while navigating supply chain headwinds.

Arista Networks (NYSE:ANET) reported fiscal second-quarter revenue of just over $3 billion, up 37.7% from a year earlier and above its prior guidance of $2.8 billion, as demand from AI and enterprise customers supported the company’s first $3 billion quarterly revenue milestone. Chief Executive Off

Shareholders got a double dose of good news.

Arista Networks (ANET) delivered earnings and revenue surprises of +14.61% and +7.15%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Arista stock jumped as Q2 earnings and revenue handily beat estimates amid strong demand for AI cloud computing networking gear.

The Dow and S&P 500 hit new highs while the Nasdaq powered higher again. SpaceX, AMD and Arista led earnings movers late.

Arista Networks stock soared Tuesday after the network infrastructure company reported better-than-expected second-quarter earnings. The results provided further evidence that demand for artificial-intelligence services is accelerating, with hardware suppliers like Arista among the main beneficiaries. Arista reported adjusted earnings of $1.02 a share for the second quarter, up from 73 cents last year and above analysts’ call for 89 cents, per FactSet.

Investing.com -- Arista Networks, Inc. (NYSE: ANET) reported second quarter results that exceeded analyst expectations and provided third quarter guidance well above consensus, sending shares up 13%.

US equities rallied intraday, fueled by upbeat earnings reports and hopes that the Strait of Hormuz

US equity futures were tracking in the green on Tuesday as traders await the latest batch of corpora

Wall Street futures pointed moderately higher pre-bell Tuesday after software giant Palantir Technol

(Bloomberg) -- SpaceX’s first earnings report following its blockbuster initial public offering is one of the most anticipated events of the summer on Wall Street. Whether it’ll give investors a reason to buy the sinking stock is another matter.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’

GEN heads into fiscal first-quarter earnings with AI-driven cyber safety demand supporting growth despite macroeconomic and consumer spending risks.

TTD enters Q2 earnings with CTV, retail media, international and AI momentum offset by macro pressure, rising costs and fierce competition.

LASR heads into second-quarter earnings with strong defense laser demand supporting growth despite near-term margin pressure from its business exit.