poisar

Stocks · News reference

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

BenzingaAug 13, 2026, 1:53 PMSurbhi Jain

Cisco highlighted a major enterprise customer replacing rival networking & firewall vendors: CSCO may be gaining traction in Arista's market.

Reference details

Connected markets

Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.

Source
benzinga
Observed
Aug 13, 2026, 1:53 PM
Checked
Aug 13, 2026, 1:53 PM
Cadence
Captured once, then retained as an archive reference
Status
fresh

Keep reading

  1. The Motley FoolAug 19, 2026, 3:31 AMSeena Hassouna

    Arista Networks vs. Palantir Technologies: Which Technology Stock Is a Better Buy in 2026?

    Arista Networks and Palantir Technologies represent two different paths in the AI and data infrastructure space. Arista provides high-speed networking hardware with strong fundamentals (39% net margins, zero debt, $4.3B free cash flow) but trades at 50.6x forward P/E. Palantir offers data analytics software with accelerating growth (93% YoY revenue growth, mid-50s net margins) but commands a premium 112.7x forward P/E. While Palantir's recent performance strengthens its valuation case, Arista remains the steadier, more conventionally attractive investment for risk-averse investors.

    Read original at the-motley-fool
  2. The Motley FoolAug 27, 2026, 7:31 PMMicah Zimmerman

    Dan Ives Says the AI Trade Is Only in the "Third Inning." Should Investors Stay Long AI Stocks?

    Dan Ives argues the AI revolution is still in early stages, comparing it to the third inning of baseball. The focus is shifting from GPU purchases to monetizing AI across infrastructure, cloud platforms, and software. Companies with real AI revenue, clear ecosystem roles, and strong customer bases are positioned best for long-term growth.

    Read original at the-motley-fool
  3. The Motley FoolAug 25, 2026, 8:11 PMBilly Duberstein

    Why Super Micro Computer Rallied Today

    Super Micro Computer's stock rallied 9.4% after Cisco announced a partnership to include Super Micro's liquid-cooled AI servers in its Secure AI Factory portfolio. This validation helps offset recent governance concerns and server-smuggling indictments involving Super Micro employees. The company trades at a significant discount to peers despite strong earnings and guidance.

    Read original at the-motley-fool