The S&P 500, the Nasdaq and the Dow all declined for the week with Equities had started the session strong after data showed U.S. consumer prices increased less than expected in January. This prompted traders to slightly raise the chance of a 25 basis point interest-rate cut in June to 52.3% from 48.9%, according to the CME Group's FedWatch tool. But heavyweight technology and communications services ended the session lower as investors were jittery ahead of Monday's U.S. holiday for Presidents Day. "Larg ...

Arista Networks, Inc. (NYSE:ANET) shares are trading higher Friday after the company reported better-than-expected fourth-quarter financial results and issued first-quarter sales guidance above estimates on Thursday after the market closed.Arista Networks shares are climbing with conviction. What’s fueling ANET momentum?Fourth-Quarter Performance And OutlookArista reported adjusted earnings per share of 82 cents, beating the consensus estimate of 76 cents. In addition, the company reported revenue of $2.48 ...

Let's bring in Kevin Green, senior markets correspondent to help set up the action today. All right, KG. Uh, listen, it was there was a lot of, uh, red in big tech yesterday.What do you make of all this. >> Yeah, we did see a little bit of selling pressure, especially in the technology stocks. I I wouldn't get too too concerned about it at this point in time.Once again, some of this is uh seasonal. I think this is also positioning and de-risking taking place in the market. But if you start seeing some of th ...

Arista Networks ( ANET ) reported Q4 earnings yesterday that showed just how well the maker of AI networking switches and routers is balancing its forward growth mandate despite rising costs of components like memory.Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas suc ...

Core Insights - Arista Networks (ANET) reported strong Q4 earnings, demonstrating effective management of growth despite increasing component costs, particularly in memory [1] Company Performance - The company is successfully balancing its growth objectives with the challenges posed by rising costs in components [1] Industry Context - The report highlights the resilience of companies in the AI networking sector, particularly in the face of supply chain pressures [1]

All the three indexes were headed for their worst week since November as AI-related worries rippled beyond software stocks to sectors such as ‌brokerages and trucking.The ⁠Consumer Price ⁠Index report for January is due at 8:30 a.m. ET and is likely to showpricesrising at a steady pace. The data lands ​two days after a stronger-than-expected jobs report heightened concerns that the Fed could keep interest rates on hold longer.Live EventsEven so, Fed fund ​futures reversed most losses, with markets pricing ...

12 February 2026 | 5:11AM EST Equity Research Cisco Systems Inc. (CSCO) F2Q26 review: Beat and raise on networking; margin outlook misses CSCO 12m Price Target: $75.00 Price: $85.54 Downside: 12.3% CSCO's F2Q26 EPS of $1.04 beat (v. GSe/Visible Alpha Consensus Data $1.02/$1.02, guidance of $1.01-$1.03) driven by continued strength in Networking (revenue +21% yoy), with Security and Observability both missing. First, overall product orders grew 18% yoy, with Networking orders accelerating to over 20% yoy on ...

Market Overview - The S&P 500 and Dow Jones Industrial Average fell more than 1% as investors reacted to jobs data and awaited the January inflation report [1][15] - The Dow dropped 669.42 points (1.34%) to 49,451.98, the S&P 500 decreased by 108.71 points (1.57%) to 6,832.76, and the Nasdaq Composite lost 469.32 points (2.03%) to 22,597.15 [6][15] Technology Sector - Cisco Systems reported a less-than-impressive quarterly update, leading to a 12.3% drop in its shares, the largest one-day selloff since May 2022, which negatively impacted the broader technology sector [2][8] - The S&P 500 software index fell 1.7%, marking its second consecutive loss, with AppLovin experiencing a significant decline of 19.7% after its fourth-quarter results [9][15] - Concerns about AI disruption affected transportation companies, with the Dow Jones Transport Average sinking 4% [10][15] AI Investment and Competition - Investors are focused on which sectors can enhance productivity through AI investments while also worrying about industries that may face disruption [3][5] - Major tech companies, including Amazon, Google, Meta, and Microsoft, are expected to spend around $650 billion in the competition for AI dominance [9][15] Employment and Economic Indicators - A stronger-than-expected jobs report raised concerns that the Federal Reserve may be less likely to cut interest rates [7][15] - The number of Americans filing new unemployment claims decreased less than anticipated, indicating lingering disruptions from winter storms [7][15] Market Dynamics - Declining issues outnumbered advancers on both the NYSE and Nasdaq, with a ratio of 2.17-to-1 on the NYSE and 2.74-to-1 on the Nasdaq [12][15] - The Philadelphia SE Semiconductor index finished down 2.5%, while Equinix shares rose 10.4% due to strong AI-linked demand forecasts [11][15]

I retired early after 22 years in the energy industry with roles in engineering, planning, and financial analysis. I have managed my own portfolio since 1998 and have met my goal to match the S+P 500 return over the long term with lower volatility and higher income. I mostly write on positions I already hold or am considering changing. I prefer to hold positions for the long-term unless there is a compelling reason to sell. I look for investment opportunities without regard to asset class, market cap, secto ...

Networking equipment provider Arista Networks forecast annual revenue above Wall Street estimates on Thursday, betting on steady demand for its electronic hardware amid the expanding presence of data ... ...