Today: 8 February 2026
Subscribe
Browse Category

NYSE:ANET News 30 November 2025 - 1 February 2026

Data center stocks slide into packed week as Vertiv, Arista drop; investors eye Big Tech capex

Data center stocks slide into packed week as Vertiv, Arista drop; investors eye Big Tech capex

Vertiv shares fell 4.5% and Arista Networks dropped 4.3% Friday as data center stocks slid ahead of a key week for tech earnings and U.S. economic data. Equinix and Digital Realty Trust also declined, while sector ETFs lost up to 2.5%. The pullback followed higher-than-expected producer prices and news that Donald Trump picked Kevin Warsh for Fed chair. Rising yields pressured REITs and cloud suppliers.
1 February 2026
·········
Cloud computing stocks: SKYY ETF slides as Alphabet, Amazon earnings and jobs data loom

Cloud computing stocks: SKYY ETF slides as Alphabet, Amazon earnings and jobs data loom

Cloud computing stocks fell Friday, with the First Trust Cloud Computing ETF down 2.0% and WisdomTree’s fund off 1.3%. Microsoft slipped 0.8%, Amazon dropped 1.0%, Oracle lost 2.6%, and Snowflake fell 3.3%. Alphabet reports earnings Feb. 4, Amazon on Feb. 5, and the U.S. jobs report is due Feb. 6.
31 January 2026
··········
Cloud computing stocks brace for Fed, Microsoft earnings after CPQ slips

Cloud computing stocks brace for Fed, Microsoft earnings after CPQ slips

The ISE CTA Cloud Computing Index closed Friday at 1,373.63, down 0.18%. The First Trust Cloud Computing ETF (SKYY) finished at $123.35, off 24 cents, while WisdomTree’s WCLD slipped 0.18% to $32.372. Investors await the Federal Reserve’s Jan. 27–28 meeting and Microsoft’s earnings report on Jan. 28.
25 January 2026
········
Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

U.S. markets were closed Thursday for New Year’s Day after data center-linked stocks ended 2025 lower. Nvidia slipped 0.5%, Dell fell 1.6%, and Super Micro Computer lost 1.3% in the last session. Elon Musk’s xAI bought a third building for data center expansion, aiming for nearly 2 gigawatts of compute power. Traders await Friday’s reopening and early U.S. factory data next week.
1 January 2026
···········
Arista Networks stock climbs in choppy year-end trade — ANET price move and what investors watch next

Arista Networks stock climbs in choppy year-end trade — ANET price move and what investors watch next

Arista Networks shares rose 1.75% to $134.15 Monday, outperforming a broader tech selloff that saw the Nasdaq fall 0.50% and the S&P 500 drop 0.35%. Trading volume was light ahead of the New Year holiday. Investors are watching Tuesday’s U.S. housing and Chicago business-activity data for direction. Arista’s stock traded between $130.02 and $135.25 during the session.
30 December 2025
·
Arista Networks CEO Jayshree Ullal Tops Hurun India Rich List 2025, Surpassing Satya Nadella and Sundar Pichai

Arista Networks CEO Jayshree Ullal Tops Hurun India Rich List 2025, Surpassing Satya Nadella and Sundar Pichai

Jayshree Ullal, CEO of Arista Networks, tops Hurun’s 2025 ranking of richest Indian-origin professional managers with an estimated net worth of ₹50,170 crore. She surpasses Microsoft’s Satya Nadella and Google’s Sundar Pichai, who are ranked second and seventh. Ullal owns about 3% of Arista’s stock. Sixteen professional managers appear on the Hurun list this year.
28 December 2025
·
Jayshree Ullal Tops Hurun India Rich List 2025 for Professional Managers, Surpassing Satya Nadella and Sundar Pichai

Jayshree Ullal Tops Hurun India Rich List 2025 for Professional Managers, Surpassing Satya Nadella and Sundar Pichai

Jayshree Ullal, CEO and Chairperson of Arista Networks, leads the Hurun India Rich List 2025 for Indian-origin professional managers with an estimated net worth of ₹50,170 crore. Ullal’s wealth, driven by her 2.99% stake in Arista, far exceeds that of Microsoft’s Satya Nadella (₹9,770 crore) and Google’s Sundar Pichai (₹5,810 crore), according to Hurun and NDTV.
27 December 2025
Arista Networks ANET Stock News: AI Networking Tailwinds, Analyst Targets, and What to Watch Before the Next Market Open

Arista Networks ANET Stock News: AI Networking Tailwinds, Analyst Targets, and What to Watch Before the Next Market Open

Arista Networks (NYSE: ANET) last traded at $131.84 after Friday’s session, with about 2.3 million shares changing hands. U.S. stock markets are closed for the weekend, with the next NYSE session set for Monday. Trading volume was thin on Friday, and major indexes ended slightly lower. Arista’s valuation remains high, with investors watching AI infrastructure demand and broader market moves into year-end.
27 December 2025
·
Arista Networks Stock (ANET) News Today: Fortinet AI Data Center Partnership, Morgan Stanley Target Cut, and Wall Street’s 2026 Forecasts

Arista Networks Stock (ANET) News Today: Fortinet AI Data Center Partnership, Morgan Stanley Target Cut, and Wall Street’s 2026 Forecasts

Arista Networks shares fell 3.1% to $122.26 on Dec. 17 after Morgan Stanley lowered its price target to $159 from $171, though kept an Overweight rating. Fortinet announced a joint “secure AI data center” solution with Arista, now deployed at Monolithic Power Systems. Arista’s market cap stood near $183.1 billion late Wednesday.
17 December 2025
·····
Arista Networks (ANET) Stock Today (Dec. 15, 2025): Price Rebound, Fresh Wall Street Forecasts, and the 2026 Catalysts Investors Are Watching

Arista Networks (ANET) Stock Today (Dec. 15, 2025): Price Rebound, Fresh Wall Street Forecasts, and the 2026 Catalysts Investors Are Watching

Arista Networks shares rose 1.33% to around $126.42 on December 15, rebounding after a 7.17% drop Friday. The stock remains well below its 52-week high of $164.94. Zacks highlighted consensus EPS estimates of $0.75 for the quarter and $2.88 for the year, but flagged valuation concerns. Trading volume spiked Friday to 8.51 million shares.
15 December 2025
·
Arista Networks Stock (ANET) News Today: What’s Driving the Pullback, the Latest Wall Street Forecasts, and the 2026 Catalysts to Watch (Dec. 15, 2025)

Arista Networks Stock (ANET) News Today: What’s Driving the Pullback, the Latest Wall Street Forecasts, and the 2026 Catalysts to Watch (Dec. 15, 2025)

Arista Networks shares fell 7.17% to $124.76 on Dec. 12, trading on 8.4 million shares, then rebounded about 1% in early pre-market trading Dec. 15. The company announced its new VESPA technology on Dec. 10, targeting large-scale campus wireless mobility for over 500,000 clients. Broader AI sector volatility has influenced recent stock moves.
15 December 2025
··
Arista Networks Stock Forecast: ANET Slumps After a 7‑Day Rally as AI Spending Jitters Return — What to Watch Next Week (Updated Dec. 12, 2025)

Arista Networks Stock Forecast: ANET Slumps After a 7‑Day Rally as AI Spending Jitters Return — What to Watch Next Week (Updated Dec. 12, 2025)

Arista Networks shares fell 7.17% to $124.76 on Friday, December 12, 2025, ending a seven-day winning streak. The drop followed renewed volatility in AI-linked stocks after disappointing updates from Oracle and Broadcom raised concerns about data-center investment. Arista had closed at $134.39 the previous day. The stock remains well above its 52-week low but is still 24% below its high.
13 December 2025
·
Arista Networks (ANET) Stock Update Today: AI Selloff Hits Shares After a Strong Run — What Happened This Week and What to Watch Next Week (Dec. 13, 2025)

Arista Networks (ANET) Stock Update Today: AI Selloff Hits Shares After a Strong Run — What Happened This Week and What to Watch Next Week (Dec. 13, 2025)

Arista Networks shares fell 7.17% to $124.76 on Friday, ending a seven-day rally and leaving the stock 24% below its 52-week high. The drop followed a sector-wide selloff in AI-related stocks after Broadcom and Oracle flagged margin and forecast concerns. Earlier in the week, Arista announced its new VESPA WLAN mobility architecture and expanded AI-driven operations tools.
13 December 2025
·
Top Stock Market Losers After the Opening Bell (Dec. 12, 2025): Broadcom Leads Decliners as AI Margin, Capex Fears Hit Tech

Top Stock Market Losers After the Opening Bell (Dec. 12, 2025): Broadcom Leads Decliners as AI Margin, Capex Fears Hit Tech

Broadcom shares fell about 7.8% at the open Friday after management warned of lower gross margins tied to its AI systems business. Semiconductor and data-infrastructure stocks led early declines on the Nasdaq and S&P 500, with Micron, SanDisk, and Western Digital also down. The Dow held steadier as investors rotated out of crowded AI trades.
12 December 2025
·············
DeepSeek AI Stock in 2025: How to Invest in the Hype, the Tokens, and the Future IPO (December 7 Update)

DeepSeek AI Stock in 2025: How to Invest in the Hype, the Tokens, and the Future IPO (December 7 Update)

DeepSeek, a Chinese AI lab owned by hedge fund High-Flyer, remains private with no stock ticker or IPO date announced. Retail investors cannot buy DeepSeek shares directly; only accredited investors may access pre-IPO shares on private markets. Two unrelated DeepSeek-branded crypto tokens trade with low volumes and market caps. New DeepSeek AI models this week have triggered internal alerts at OpenAI after outperforming benchmarks.
7 December 2025
·······
ANET Stock Forecast: Why Analysts Still See Big Upside for Arista Networks After Its Latest Pullback

ANET Stock Forecast: Why Analysts Still See Big Upside for Arista Networks After Its Latest Pullback

Arista Networks shares closed near $129, down about 22% from their 52-week high but more than double their 52-week low. Q3 2025 revenue rose 27.5% year-over-year to $2.31 billion, with earnings beating estimates. Management projects Q4 revenue of $2.3–2.4 billion. Analysts maintain a bullish outlook, with a median price target near $167.50 and no “Sell” ratings.
7 December 2025
···
1 2

Stock Market Today

AppLovin stock price after Friday jump: what APP investors watch before Feb. 11 earnings

AppLovin stock price after Friday jump: what APP investors watch before Feb. 11 earnings

8 February 2026
New York, Feb 8, 2026, 05:04 (EST) — Market closed. AppLovin Corp (APP.O) closed Friday up 8.39% at $406.72. With U.S. markets shut for the weekend, the question into Monday is whether buyers keep showing up — or whether the stock slips back into the software sector’s broader churn. (Reuters) That churn is being driven less by one company and more by the AI money trade. A planned $600 billion artificial intelligence spending push by big tech in 2026 has sharpened nerves around cash flow and who wins when the bill comes due. Andrew Wells, chief investment officer at SanJac
KKR stock rebounds 4% after earnings shock; what investors watch before Monday’s open

KKR stock rebounds 4% after earnings shock; what investors watch before Monday’s open

8 February 2026
KKR shares jumped 4.06% to $103.20 Friday, rebounding from a steep drop the day before as trading volume surged. The firm disclosed a $1.4 billion deal to acquire Arctos and set an April 21 vote on governance changes, including a shift to one-vote-per-share by the end of 2026. Investors remain focused on KKR’s software exposure and loan leverage after an AI-driven selloff hit the sector.
Take-Two stock snaps back Friday — the next dates TTWO traders are watching

Take-Two stock snaps back Friday — the next dates TTWO traders are watching

8 February 2026
Take-Two Interactive shares closed up 1.22% at $195.59 Friday, trading between $189.45 and $198.07 on 3.1 million shares. The company reaffirmed Grand Theft Auto VI’s Nov. 19, 2026 release and raised its fiscal 2026 net bookings outlook to as much as $6.7 billion. The Dow closed above 50,000 for the first time.
Gold.com (GOLD) stock jumps nearly 10% as Tether deal and earnings reshape the week ahead

Gold.com (GOLD) stock jumps nearly 10% as Tether deal and earnings reshape the week ahead

8 February 2026
Gold.com, Inc. shares jumped 9.9% to $55.32 Friday after the company announced a $150 million share sale to Tether at an 11.9% discount, with $125 million closing first and the rest pending regulatory approval. Trading volume more than doubled the average. Gold.com posted Q2 revenue of $6.48 billion and net income of $11.6 million, and completed its Monex acquisition in January.
Go toTop