Cisco Says It's Taking Customers From Rivals. Is Arista's Lead Narrowing?

Cisco Systems, Inc. (NASDAQ:CSCO) used its fiscal fourth quarter earnings call to send an unusually direct message to investors: it believes the AI networking race is no longer just about keeping

Benzinga21:53

What Will Applied Materials Discuss on Its Upcoming Earnings Call?

Seeking Alpha21:11

4 Stocks to Watch on Thursday: BN, AMAT, RKLB, and PSKY

Seeking Alpha20:54

Analysts Pour Cold Water on Prospect of Philadelphia Semiconductor Index Returning to Bull Market

Buoyed by strong earnings reports from AI downstream companies, the Philadelphia Semiconductor Index rose 2.5% on Wednesday, leaving it just 1% shy of a technical bull market. However, Dan Kemp, founder of Portfolio Thinking, noted that CoreWeave’s revenue guidance is conservative and interest expenses are high, suggesting that its order backlog may not necessarily translate into actual revenue. Brian Mulberry, chief strategist at Zacks, acknowledged the spread of demand into infrastructure but cautioned about diverging fundamentals, noting that not all chip stocks stand to benefit.

wallstreetcn20:12

Applied Materials Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Applied Materials, Inc. (NASDAQ:AMAT) will release its third quarter earnings report after the closing bell on Thursday, Aug. 13.Analysts expect the Santa Clara, California-based company to report

Benzinga17:41

Nasdaq Gains Over 100 Points Following Inflation Data: Investor Sentiment Edges Higher, Fear Index Remains in 'Greed' Zone

The CNN Money Fear and Greed Index showed some improvement in the overall market sentiment, while the index remained in the "Greed" zone on Wednesday.U.S. stocks settled mostly higher on Wednesday,

Benzinga17:06