2 AI Networking Stocks That Could Help Make You a Fortune

As the semiconductor market is projected to grow from $796 billion in 2025 to $1.9 trillion by 2027, networking equipment suppliers Arista Networks and Broadcom are positioned for significant growth. Arista's revenue accelerated to 38% year-over-year growth with expanding market share in AI data center switching. Broadcom's AI networking revenue more than doubled, with management projecting AI revenue to reach $230 billion by fiscal 2028. Both stocks offer wealth-building potential despite valuation concerns and dependence on continued AI infrastructure investment.

10/02/2026, 8:07 AM • The Motley Fool

This Dividend King Was Removed From the S&P 100. Here's Why It's a Great Buy for Long-Term Investors Anyway.

Colgate-Palmolive was removed from the S&P 100 index due to its $69 billion market cap being eclipsed by faster-growing AI-driven stocks, but the company remains a solid long-term investment. With 63 consecutive years of dividend increases, a 347% total return over 20 years, and expected 17% EPS CAGR through 2028, the stock offers stability and growth potential despite being a slower-growth consumer staples company.

09/23/2026, 3:15 PM • The Motley Fool

Prediction: Networking Will Be the Next Bottleneck Within the AI Supercycle. 1 Growth Stock to Own.

As AI infrastructure demand surges, networking components are becoming the next supply bottleneck. Goldman Sachs expects optical networking revenue to grow over 10x between 2026-2028. Arista Networks is positioned as a major beneficiary, with its AI networking fabric customer base growing from 4-5 in 2024 to over 100 customers, and revenue expected to reach $3.5 billion from AI deployments in 2026.

09/22/2026, 4:02 PM • The Motley Fool

AI Data Center Interconnect Market Expands as Distributed AI Workloads Drive Demand for High-Speed Optical Connectivity

The global AI Data Center Interconnect Market is projected to grow from USD 12.85 billion in 2025 to USD 53.35 billion by 2035 at a 15.32% CAGR, driven by increasing demand for high-speed, low-latency optical connectivity to support distributed AI workloads. Software-defined networking and coherent optical technology are the fastest-growing segments, while North America leads with 38.47% market share and Asia Pacific shows the highest growth potential at 17.30% CAGR.

09/22/2026, 2:30 AM • GlobeNewswire

Arista Networks (ANET) Surpasses Market Returns: Some Facts Worth Knowing

Arista Networks (ANET) outperformed the market, closing at $205.00 with a 2.81% gain, surpassing the S&P 500's 1.49% gain. The cloud networking company has gained 5.69% over the last month. Analysts project strong growth with EPS expected to increase 41.33% and revenue up 43.57% year-over-year. ANET holds a Zacks Rank #1 (Strong Buy) rating, though it trades at a premium valuation with a Forward P/E of 49.35 compared to the industry average of 20.21.

09/21/2026, 5:45 PM • Zacks

2 Superior AI Infrastructure Stocks to Buy and Hold for 10 Years

The article recommends Arista Networks and Vertiv Holdings as long-term AI infrastructure plays beyond chip stocks. Arista provides networking solutions and data switching for AI systems, while Vertiv supplies power and cooling equipment for data centers. Both companies are positioned to benefit from the structural growth of AI infrastructure over the next decade.

09/20/2026, 4:37 PM • The Motley Fool

Nike Is Being Deleted From the S&P 100. Is Its Seat in the Dow Jones Industrial Average in Jeopardy?

Nike has been removed from the S&P 100 effective September 21 as part of quarterly rebalancing, marking a significant decline for the company. With stock prices at 12-year lows, declining revenue and earnings, and operating margins plummeting, Nike is now the lowest-ranked component in the Dow Jones Industrial Average, putting its membership in jeopardy. The article suggests investors should wait for concrete signs of a sustained turnaround before buying the stock.

09/12/2026, 5:15 AM • The Motley Fool

Set a Fair Starting Line, as Favorites Can Falter

The Motley Fool illustrates the importance of equal portfolio weighting by comparing The Trade Desk, which fell from 40-fold returns to under 4-fold after Amazon undercut its pricing, with Arista Networks, which surpassed it with 40-fold returns. The article emphasizes giving every stock a fair starting position and then backing winners while retiring underperformers, rather than loading up on perceived favorites.

09/07/2026, 3:19 PM • The Motley Fool

Arista Networks vs. IBM: Comparing Quarterly Revenue Trends Between These Artificial Intelligence Giants

Arista Networks demonstrates consistent quarter-over-quarter revenue growth driven by AI data center infrastructure demand, while IBM exhibits volatile and cyclical revenue patterns due to its diverse business model spanning software, hardware, and consulting. Arista has posted eight consecutive quarters of revenue gains, whereas IBM faces headwinds from completed mainframe upgrade cycles and flat consulting division performance, leading the company to cut its 2026 full-year sales forecast.

09/06/2026, 3:12 PM • The Motley Fool

3 Growth Stocks That Could Skyrocket in the Second Half of 2026

The article highlights three growth stocks positioned for strong performance in the second half of 2026: Arista Networks benefits from accelerating data center spending with record $3B quarterly revenue and 45% operating margins; Micron is capitalizing on AI-driven demand for high bandwidth memory with 346% YoY revenue growth and strong guidance; and Eli Lilly is experiencing explosive growth from its GLP-1 drugs Mounjaro and Zepbound, raising full-year revenue guidance to $85-87B.

08/23/2026, 8:12 PM • The Motley Fool

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.

08/18/2026, 11:31 PM • The Motley Fool

Nvidia Could Hit $7.5 Trillion in Value Thanks to This Overlooked Business Opportunity

Nvidia's data center networking business is emerging as a significant growth driver alongside its GPU dominance. With networking revenue reaching $14.8 billion in Q1 FY2027 (up 199% YoY), the company is positioned to capture more AI infrastructure spending through technologies like NVLink and Spectrum-X. If earnings expectations are met, Nvidia's market cap could approach $7.5 trillion from its current $5.3 trillion.

08/13/2026, 2:31 AM • The Motley Fool

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

The article compares Adobe and Arista Networks as investment choices for 2026. Adobe, a creative software giant with a 30% net margin and $23.8B in revenue, trades at a conservative 10.7x forward P/E ratio. Arista Networks, a high-speed networking infrastructure leader with 28.6% revenue growth and 39% net margin, trades at a higher 47.8x forward P/E. Despite Arista's stronger growth prospects from AI data center expansion, the author recommends Adobe due to its market leadership, profitability, and superior valuation offering greater upside potential.

08/09/2026, 7:11 PM • The Motley Fool

Arista Networks vs. Arm: Comparing Revenue Growth Trajectories for These Artificial Intelligence Companies

Arista Networks demonstrates stronger and more consistent revenue growth with eight consecutive quarters of sequential increases, reaching $3.0 billion in Q2 2026. In contrast, Arm Holdings shows fluctuating quarter-over-quarter revenue trends and faces federal securities fraud investigations, though its data center business is showing promise with royalties more than doubling year-over-year. Arista's stock reached a 52-week high of $214.89 in August, while Arm's valuation remains elevated despite recent profit-taking.

08/09/2026, 3:09 PM • The Motley Fool

Arista Networks Just Delivered Its First $3 Billion Quarter. Here's What It Means for the AI Networking Trade.

Arista Networks reported its first $3 billion quarter with Q2 revenue of $3.036 billion, up 37.7% year-over-year, and raised full-year guidance to $12.6 billion (40% growth). However, the analyst cautions against chasing the stock due to a declining gross margin, high customer concentration (42% from Microsoft and Meta), and a forward P/E ratio near 48 that prices in years of future growth not yet delivered.

08/05/2026, 8:14 AM • The Motley Fool