Arista Networks is a technology company that specializes in providing cloud networking solutions for large data center and high-frequency trading environments. The company designs and delivers innovative software-driven networking products, including switches and routers, that enable organizations to efficiently manage their data traffic and optimize their network performance. Arista's solutions are widely used in various sectors, including cloud computing, enterprise networking, and telecommunications, helping customers to scale their operations, enhance their network capabilities, and reduce costs through automation and advanced analytics. Read More
On February 11, 2026, Meta Platforms Inc. (NASDAQ: META) officially broke ground on a sprawling $10 billion data center campus in Lebanon, Indiana, marking a monumental shift in the company’s infrastructure strategy. The 1-gigawatt (1GW) facility, situated within the state’s burgeoning LEAP Research and Innovation District, is designed
In a dramatic shift for the networking giant, Cisco Systems (NASDAQ: CSCO) saw its stock price crater by 11.6% on February 12, 2026, marking one of its steepest single-day declines in years. The sell-off followed an earnings report that, on the surface, appeared robust, with the company beating both
Arista Networks, Inc. (NYSE: ANET), an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus, and routing environments, today announced financial results for its fourth quarter and the full year ended December 31, 2025.
In a move that underscores the relentless momentum of the artificial intelligence revolution, Celestica (NYSE:CLS) has significantly upwardly revised its financial targets for the 2026 fiscal year. The Toronto-based electronics manufacturing giant, which has successfully pivoted from a traditional contract assembler to a high-value engineering partner for the world's
Date: February 12, 2026 Introduction As the global economy transitions from the digital era to the "agentic era" of artificial intelligence, Cisco Systems (NASDAQ: CSCO) finds itself in a familiar yet transformed position. Long regarded as the "plumbing" of the internet, Cisco has undergone a decade-long metamorphosis from a hardware-centric router company into a diversified [...]
Introduction Today, February 11, 2026, Cisco Systems (NASDAQ: CSCO) has once again captured the market’s full attention following a pivotal mid-quarter update that marks a definitive turning point in its decades-long transformation. For years, skeptics labeled Cisco a "legacy hardware" vendor—a relic of the dot-com era destined to be eclipsed by cloud-native rivals. However, today’s [...]
The first week of February 2026 has proven to be a sobering reality check for equity markets, as the long-standing euphoria surrounding artificial intelligence (AI) collided with the stark financial reality of its implementation. While the S&P 500 (^GSPC) managed to claw back some losses to close near 6,
In a move that has recalibrated the scale of the global technology arms race, Amazon.com, Inc. (NASDAQ:AMZN) stunned Wall Street this week by announcing a massive $200 billion capital expenditure guidance for 2026. This unprecedented figure, aimed squarely at securing dominance in generative AI and satellite infrastructure, represents
SEATTLE — Shares of Amazon.com, Inc. (NASDAQ:AMZN) plummeted more than 5% in early trading on Friday, February 6, 2026, following a fourth-quarter earnings report that showcased record-breaking revenue but also unveiled a staggering $200 billion capital expenditure plan for the coming year. While the tech giant beat analyst expectations
In late January 2026, the artificial intelligence gold rush hit a structural wall of skepticism. Microsoft (Nasdaq: MSFT), the company that kicked off the generative AI era with its investment in OpenAI, reported a set of quarterly earnings that has left Wall Street divided. While the tech giant posted record
Meta Platforms (NASDAQ: META) has fundamentally rewritten the playbook for Big Tech growth, pivoting from its celebrated "Year of Efficiency" into a massive "Scaling Phase" defined by unprecedented capital expenditure. Following a blockbuster Q4 2025 earnings report that saw revenue climb 24% to $59.9 billion, the company stunned Wall
Despite delivering a resounding earnings beat for the final quarter of 2025, Alphabet Inc. (NASDAQ: GOOGL) has sent shockwaves through the financial markets by signaling an unprecedented capital expenditure plan for 2026. The tech giant announced on February 4, 2026, that it intends to spend between $175 billion and $185
In a definitive display of market dominance, Meta Platforms (NASDAQ:META) saw its shares surge over 7% in early trading on February 2, 2026, following a blowout fourth-quarter earnings report that shattered analyst expectations. The social media titan, which has successfully rebranded itself as an industrial-scale AI powerhouse, reported a
As January 2026 draws to a close, the global financial markets are standing at the precipice of what many economists are calling the "AI Earnings Supercycle." After three years of intensive capital expenditure and experimental pilots, the narrative of artificial intelligence has shifted from speculative hype to a rigorous, margin-focused
As the first month of 2026 draws to a close, a wave of optimism is sweeping through the equity markets, fueled by a rare alignment of fiscal stimulus, aggressive deregulation, and a structural shift in corporate productivity. Major financial institutions have revised their year-end targets for the S&P 500,
Date: January 27, 2026 The artificial intelligence gold rush has often been compared to the 19th-century scramble for precious metals, where the most consistent profits were made by those selling "picks and shovels." In the modern era of generative AI and large language models (LLMs), Arista Networks (NYSE: ANET) has emerged as the premier provider [...]
