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

Arista Networks Stock Investors Just Got Fantastic News From CEO Jayshree Ullal

Arista Networks exceeded Q2 2026 expectations with $3 billion in revenue (40% YoY growth) and raised full-year guidance to $12.6 billion (40% growth). The company introduced a new 1.6 Tbps AI fabric platform and expects to add at least one or two new major customers generating 10%+ revenue by end of 2026. However, the stock trades at a lofty 65x earnings multiple.

08/04/2026, 6:06 PM • The Motley Fool

STARTRADER expands AI offering with 31 New US Share & ETF CFDs in Semiconductors, Optical Networking & Nuclear

STARTRADER announced the launch of 31 new US Share CFDs and ETF CFDs available from August 3-5, 2026, covering semiconductors, AI infrastructure, optical networking, and nuclear energy sectors. The expansion includes companies like ON Semiconductor, Cerebras Systems, Arista Networks, and NuScale Power, along with seven semiconductor and technology-focused ETFs, reflecting growing client interest in AI infrastructure markets.

07/31/2026, 3:02 AM • GlobeNewswire

Why Arista Networks Stock Rocketed 30% Higher in the First Half of 2026 and Why There's Likely More to Come

Arista Networks stock surged 29.6% in the first half of 2026, outpacing the S&P 500's 10% gain. The company delivered strong quarterly results with record revenues and accelerating growth driven by AI adoption. Management raised full-year guidance twice in consecutive quarters, projecting 28% revenue growth to $11.5 billion. With 97% analyst buy ratings and expectations to add major new customers, the company is positioned for continued growth.

07/23/2026, 3:02 AM • The Motley Fool

Hewlett Packard Enterprise's Backlog of Nearly $6 Billion Is Fueled by a New Wave of AI Spending

HPE has transformed into an AI infrastructure player with an 81% year-to-date stock gain, driven by enterprise demand for on-premises AI capabilities. The company's acquisition of Juniper Networks enables it to offer integrated compute, networking, and storage solutions. HPE exited Q2 with a record $5.9 billion backlog as traditional server orders tripled, though the stock is less attractive at current valuations compared to months ago.

07/09/2026, 3:13 AM • The Motley Fool

5 AI Infrastructure Stocks You'll Wish You Bought Sooner

The article highlights five AI infrastructure stocks as potential investment opportunities beyond Nvidia. Arista Networks, Micron, Broadcom, Eaton, and Applied Digital are positioned as beneficiaries of growing AI demand, which may require increased networking, memory, power management, custom chips, and data center capacity.

06/14/2026, 11:15 AM • The Motley Fool

Why Arista Networks Stock Flew More Than 4% Higher on Friday

Arista Networks stock surged over 4% on Friday after Morgan Stanley analyst Meta Marshall raised her price target from $180 to $190 per share while maintaining an overweight (buy) rating. Marshall's upgrade reflects confidence in Arista's positioning to benefit from AI implementations moving into the inference stage and increased CPU intensity demands as AI models scale up.

06/12/2026, 5:31 PM • The Motley Fool