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Broadcom delivers massive AI semiconductor growth with strong EBITDA margins near 68%, though sky-high expectations and weak technical momentum below its 200-day moving average may limit near-term up…
Voya MI Dynamic Small Cap Fund highlighted Extreme Networks in its Q2 2026 letter. Driven by AI networking momentum, double-digit revenue growth, and expanding margins, EXTR contributed positively to…
A10 Networks reported strong Q2 2026 results with 15% revenue growth, raised full-year guidance, and announced an expanded multi-year partnership with Microsoft, reflecting growing AI-driven networki…
Cisco beat Q4 earnings and revenue estimates on accelerating AI product orders and issued a stronger-than-expected fiscal 2027 outlook, yet CSCO shares fell Thursday, suggesting investor caution desp…
Arista Networks posted record $3.036B Q2 revenue (+37.7% YoY) and raised FY guidance to $12.6B, but gross margins slipped and 42% of revenue relies on Microsoft and Meta. Author calls stock overvalue…
Arista Networks (ANET) sees record AI-driven demand, raising 2026 revenue guidance to $11.5B, but faces supply chain constraints, margin pressure, and delayed revenue recognition from a $6.2B deferre…
Nvidia captured the top spot in data center Ethernet switching revenue, surging 192.7% to $2.1 billion. Driven by its Spectrum-X platform, Nvidia is successfully expanding from AI chips into full-sca…
This article compares Lumentum (LITE) and Broadcom (AVGO) amid the AI infrastructure boom. While Broadcom remains an AI powerhouse with custom chip partnerships, its heavy debt and underperforming no…
Broadcom reported stellar Q2 2026 results, with revenue jumping 48% to $22.19B and EPS surging 85%. Growth was fueled by robust demand for AI networking solutions and VMware infrastructure software, …
Microsoft contributed 26% to Arista Networks' 2025 revenue with 67% growth, indicating strong AI networking demand and potential for further gains in 2026 as Ethernet deployments expand.
Broadcom boosts AI-driven semiconductor revenues with new high-performance networking products while facing strong competition from NVIDIA, whose AI networking revenues surged 98% year-over-year, hig…