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Cisco just posted its strongest earnings surprise in years, yet the stock dropped sharply the next day. Whether that selloff is a warning sign or a rare entry point comes down to three catalysts that most investors are overlooking.

The mix that produced it included contracts pushed out of the June quarter, and the September guide already takes the margin back down.

CIEN enters 2027 with a $7.7B backlog, strong orders and new products supporting revenue outlook as AI fuels network demand.

While flashier AI names grabbed headlines, Cisco quietly rewired itself for the infrastructure boom and just delivered numbers that stopped Wall Street's skeptics cold. The question now is whether the market has actually caught up to what the business has become.

Networking equipment and software provider Arista Networks, Inc. (NYSE:ANET) is one of Cramer’s favorite stocks. In fact, as far back as February 2025, the CNBC TV host remarked that going against Arista Networks, Inc. (NYSE:ANET) and its CEO meant an “invitation to your funeral.” The shares are up by 49% over the past year and […]

Arista Networks stock sits at its high on a multiple past anything in its ten-year record, while the margin that price depends on is already at the top of its range.

The recurring-revenue share management once put front and center has slipped while hyperscaler orders became the story.

Fidelity Contrafund built a legendary reputation by zigging while Wall Street zagged, but managing $157.8 billion forces some uncomfortable questions about whether a fund this massive can still bet against the crowd without becoming it.

Here is a way to collect an immediate income stream from the networking boom, which you keep no matter what, while lining up a chance to buy a key supplier at a deep discount if it ever gets there.

CLS and ANET are expanding their AI infrastructure roles as demand grows across networking, computing and data centers.

After a steep sell-off, a key AI infrastructure builder looks cheap, but the market is pricing in a flaw that bargain hunters cannot afford to ignore.

Hardware stocks are splitting Thursday morning. Dell Technologies (NYSE:DELL) is indicated up 4% premarket and HP (NYSE:HPQ) is up 6%, while Cisco Systems (NASDAQ:CSCO) is down 7%. Two separate catalysts are driving the divergence: a blowout quarter out of Lenovo overnight and Cisco’s own fiscal fourth quarter results after Wednesday’s close. Premarket levels can shift ... Dell Rises 4% and HP 6% Premarket. Cisco Sinks 7%. What’s Causing the Biggest Premarket Moves?

Here is a way to get paid a real income now on your Arista Networks shares, cash you keep no matter what, in exchange for capping your gains at a price above today's.

The band the options market prices for the next ten months runs from just under the low this stock has set over the past year to a level far above today's price, and the volatility behind it is close to what the stock has actually been doing.

Arista keeps raising its revenue outlook as it locks up components, which makes its supply agreements the real driver of the upside case.

Arista Networks (ANET) is back in focus after reporting second quarter 2026 results on 4 August, highlighted by its first quarter above US$3b in revenue and updated guidance for the months ahead. See our latest analysis for Arista Networks. The strong second quarter has come alongside powerful momentum in Arista Networks’ stock, with the share price at US$191.52 after a 34.36% 90 day share price return and a very large 5 year total shareholder return of around 7x. This suggests investors are...

Does Arista Networks (ANET) have what it takes to be a top stock pick for momentum investors? Let's find out.

EverQuote's Waniwani partnership expands its AI solutions for P&C insurers, targeting growing AI-driven insurance discovery, engagement and conversion.

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

Arista Networks (NYSE:ANET) posted its first $3 billion-plus quarter on August 4, and the market noticed immediately. Shares spiked as much as 12.8% the next day on August 5 before settling to a 4.7% gain by midday. Revenue reached $3.036 billion, up 37.7% from a year earlier and 12.1% above the first quarter, while non-GAAP […]

CIEN's AI-driven optical networking demand is fueling record revenue and a $7.7 billion backlog, but supply constraints and costs pose key risks.

SpaceX, Arista Networks and Boeing face contrasting catalysts, from AI and network demand to space, defense and execution risks.

Arista Networks has outperformed the broader market over the past year, and analysts remain highly bullish about the stock’s prospects.

Arista has posted eight straight quarters of revenue gains while Arm battled volatility and federal scrutiny.

Arista Networks stock has delivered a very large 5 year return, yet current valuation checks show a mixed picture with the intrinsic value estimate sitting close to the market price while market multiples lean more expensive. Arista Networks has returned roughly 7x over the past 5 years, which puts extra focus on whether today’s price still reflects a reasonable long term expectation. Heavy investor attention on Arista Networks as a key supplier to AI infrastructure can support higher growth...

Management put a much higher number on its future, and the stock has been on a tear ever since. But is this a fleeting AI boom or a fundamental rewiring of the business.

SpaceX, Arista Networks and Boeing headline today's top stock reports, highlighting earnings, growth drivers and key risks shaping each outlook.

SpaceX, Arista Networks and Boeing headline today's top stock reports, highlighting earnings, growth drivers and key risks shaping each outlook.

Arista Networks (ANET) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Arista Networks unveils new AI networking platforms to expand Ethernet AI opportunities, but customer adoption and execution will determine how the rollout unfolds.