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Investing.com -- Arista Networks (NYSE:ANET) shares experienced an uptick of 4.5% in Thursday’s premarket trading, buoyed by positive sentiments around artificial intelligence investments from tech giants Meta (NASDAQ:META) and Microsoft (NASDAQ:MSFT).
This optimism for AI-networking demand has been further reinforced by the encouraging financial performance and outlook from Celestica (NYSE:CLS), suggesting a robust demand environment for Arista as it approaches its fourth quarter earnings release.
The surge in Arista’s stock comes amid broader gains in the AI infrastructure sector, with companies like Broadcom (NASDAQ:AVGO), Marvell (NASDAQ:MRVL) Technology, and Super Micro Computer (NASDAQ:SMCI) also seeing premarket advances.
These updates could dispel concerns over AI-networking spending that emerged following news from Chinese AI startup DeepSeek. The favorable spending environment might lead Arista to raise its 2025 sales target beyond the $8 billion mark.
Arista is scheduled to announce its fourth quarter results on February 18, which are now highly anticipated by investors following the recent developments.
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