Nvidia became the top vendor by revenue in data center Ethernet switches for the first time, capturing a 21.5% market share in Q1 2026, up from 4% in Q1 2024, according to IDC. The $2.1 billion in rev…
Seeking Alpha issued a Hold rating on 3M Company (NYSE: MMM) on June 21, 2026, citing limited AI revenue and legal liabilities despite an operational turnaround. The rating follows 3M's May 2026 entry…
Nvidia became the top vendor in data center Ethernet switching revenue for the first time in Q2 2025, generating $2.3 billion in revenue with a 647% year-over-year increase and a 25.9% market share, s…
Hewlett Packard Enterprise CEO Antonio Neri said at Discover 2026 that the $14 billion Juniper Networks acquisition was perfectly timed to strengthen its datacenter networking portfolio for AI workloa…
Arista Networks is approaching a new buy point despite ongoing supply constraints, according to a recent analysis. The AI networking leader's stock performance remains strong amid industry challenges.…
Ciena Corporation reported fiscal second-quarter 2026 revenue of $1.57 billion, up 40% year over year, and adjusted EPS of $1.64, up 290%, driven by strong optical demand from hyperscalers and cloud p…
Arista Networks raised its 2026 revenue guidance from $11.25 billion to $11.5 billion and its AI-related networking forecast from $3.25 billion to $3.5 billion, driven by growing demand for scale-out …