Today: 7 February 2026
Subscribe
Browse Category

NASDAQ:ANET News 14 October 2025 - 29 January 2026

Arista stock dips as Big Tech AI-spend doubts hit Nasdaq; ANET earnings in focus

Arista stock dips as Big Tech AI-spend doubts hit Nasdaq; ANET earnings in focus

Arista Networks shares fell about 1% to $148.63 Thursday afternoon amid a broader tech sell-off following Microsoft’s earnings. Investors are focused on Arista’s Feb. 12 results and management’s outlook for cloud and AI demand. The stock had climbed 2.4% in the previous session. Wall Street indexes slipped as traders questioned whether AI spending will boost profits or lead to cuts.
29 January 2026
···
Arista Networks stock extends rally after Microsoft’s Maia 200 launch puts AI networking back in focus

Arista Networks stock extends rally after Microsoft’s Maia 200 launch puts AI networking back in focus

Arista Networks shares rose nearly 2% to $146.62 Tuesday, extending a 5.4% jump from the previous session and lifting its market value to about $183 billion. The gains followed Microsoft’s launch of the Maia 200 AI chip, which relies on Ethernet networking, and a bullish analyst note highlighting benefits for Arista. Investors await Microsoft’s earnings Jan. 28 and Arista’s report Feb. 12.
27 January 2026
······
Arista Networks stock jumps 5% as Fed week puts AI data-center plays back in focus

Arista Networks stock jumps 5% as Fed week puts AI data-center plays back in focus

Arista Networks shares rose 5.4% to $143.72 Monday, valuing the company at about $183 billion. Trading volume reached 10.7 million shares amid anticipation of the Feb. 12 earnings release. The stock moved between $135.55 and $146.40 during the session. Broader markets gained ahead of a Federal Reserve decision and major tech earnings.
27 January 2026
····
Arista Networks stock jumps 5% as traders eye Fed week and Feb. 12 earnings

Arista Networks stock jumps 5% as traders eye Fed week and Feb. 12 earnings

Arista Networks shares rose 5.4% to $143.70 Monday, nearing last week’s high amid renewed tech buying ahead of major earnings and a Federal Reserve decision. Options activity and anticipation of Arista’s Feb. 12 earnings report drove trading. Investors are watching for 2026 demand signals and updates on AI-related orders. U.S. stocks edged higher as traders weighed megacap and AI names.
26 January 2026
···
Why Arista Networks stock jumped 9% today — and what could move ANET next

Why Arista Networks stock jumped 9% today — and what could move ANET next

Arista Networks shares jumped 8.7% to $138.41 in after-hours trading Thursday, with volume reaching 14.9 million shares and options activity surging in $140 calls. The move pushed Arista’s market value to about $183 billion, outpacing S&P 500 gains despite no clear news. Analysts cited increased investor interest in AI data-center networking gear. Arista reports earnings February 12.
23 January 2026
·
Arista Networks stock rises in premarket after ANET sets Feb. 12 earnings date — what traders watch next

Arista Networks stock rises in premarket after ANET sets Feb. 12 earnings date — what traders watch next

Arista Networks shares rose 1.5% to $132.50 in premarket trading Friday after the company announced it will report fourth-quarter results on Feb. 12. The stock rebounded 4.4% Thursday, closing at $130.59. U.S. stock index futures also edged higher ahead of a holiday-shortened week. Markets will close Monday for Martin Luther King Jr. Day.
16 January 2026
··
Arista Networks stock jumps 5% as AI-switch demand stays front and center

Arista Networks stock jumps 5% as AI-switch demand stays front and center

Arista Networks shares jumped 5.3% to close at $129.93 Tuesday after a research note highlighted its push into 400G and 800G Ethernet switches for AI and cloud data centers. The stock’s market cap reached about $183 billion. Investors await earnings and product updates later this month. Peers Cisco and Hewlett Packard Enterprise saw smaller gains.
14 January 2026
···
Ciena stock tumbles 14% as AI-networking names retreat — what investors watch next

Ciena stock tumbles 14% as AI-networking names retreat — what investors watch next

Ciena shares fell 14% to $222.73 Thursday after an early spike to $260, with about 2.8 million shares traded by early afternoon. Lumentum dropped 11% and Coherent 9% as tech stocks slid ahead of Friday’s U.S. jobs report. CEO Gary Smith sold 83,552 shares on Jan. 5 at an average $229.44. Ciena will present at the Needham Growth Conference on Jan. 13.
8 January 2026
·····
AI’s “Pick-and-Shovel” Boom: Power, Cooling and Networking Stocks Take the Spotlight in 2026

AI’s “Pick-and-Shovel” Boom: Power, Cooling and Networking Stocks Take the Spotlight in 2026

Vertiv and Arista Networks posted three-year revenue growth of 70.4% and 92.8%, outpacing Alphabet and Microsoft, according to The Motley Fool. Both suppliers now trade at higher earnings multiples—Vertiv at 41 times and Arista at 46—versus around 30 for the tech giants. Barron’s warned that power supply could become a bottleneck for AI expansion in 2026. Investors are shifting focus to data-center infrastructure.
2 January 2026
····
Arista Networks (ANET) Stock Explodes on AI-Driven Growth – Will It Hit New Highs?

Arista Networks (ANET) Stock Explodes on AI-Driven Growth – Will It Hit New Highs?

Key Facts: Arista (ANET) closed at ~$154.51 on October 10, 2025 (last trading day) after climbing ~8% in the prior week. The stock is near its 52‑week high after surging ~540% over five yearsts2.tech, vastly outpacing peers. Recent catalysts include a blowout Q2 (“30.4% YoY” revenue growth to $2.205 Binvestors.arista.com) and an upbeat Analyst Day, which raised 2025 revenue guidance from +17% to +25%investing.com. Wall Street analysts are bullish: consensus is a Strong Buy with average targets around ~$168–175 (up to $179)tipranks.comtrendspider.com. Arista’s strategic focus on AI/cloud networking (e.g. new AI-optimized switches, Wi‑Fi 7 APs, liquid‑cooling for data centers) underpins forecasts of
14 October 2025
·

Stock Market Today

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

7 February 2026
The Philadelphia Semiconductor Index jumped 5.7% to 8,048.6 on Friday, with Nvidia up 7.87% and AMD rising 8.28%. The surge followed new forecasts showing global chip sales could hit $1 trillion in 2026. Amazon expects a 50% increase in capital spending this year, fueling demand for chips. The Dow Jones crossed 50,000, helped by gains in chipmakers.
Oil stocks jump on Iran risk lift for crude — what to watch before Monday

Oil stocks jump on Iran risk lift for crude — what to watch before Monday

7 February 2026
U.S. oil stocks surged Friday as crude prices rose on renewed Middle East tensions. Exxon Mobil gained 2.0%, ConocoPhillips 2.5%, and Occidental Petroleum 2.7%. Refiners rallied after a national union deal eased strike risk, though BP’s Whiting plant faces a local dispute. Brent settled at $68.05 a barrel, up 0.74%.
Silver price rebound masks fresh stress after CME lifts margins again

Silver price rebound masks fresh stress after CME lifts margins again

7 February 2026
Spot silver surged 8.6% to $77.33 an ounce Friday after dropping below $65, but still lost over 8.7% for the week. CME Group raised margin requirements for COMEX silver futures to 18% from 15%, effective after Feb. 6. China’s UBS SDIC Silver Futures Fund hit its 10% down limit for a fifth session. Traders await key U.S. jobs and inflation data next week.
Go toTop