In Q1 alone, Nvidia CFO Colette Kress reported network sales up 64 percent quarter over quarter to roughly $5 billion. To be clear, not all of that is Ethernet switching. In addition to its Spectrum-X ...

Internet software leaders Arista Networks, Reddit, and Astera Labs ride AI, SaaS, and cloud migration tailwinds, outpacing the S&P 500.

Amid a strong quarter of earnings results, Morningstar analysts have been bumping up their fair value estimates for a wide ...

Stocks in this week’s article are Arista Networks Inc. ANET, TE Connectivity plc TEL, Motorola Solutions, Inc. MSI, Ba ...

Tech giants are on a historic spending spree, committing tens of billions of dollars to build out their artificial ...