The Latest Breaking News from Meta Marshall

Nvidia and Arista Networks are competing head-on for the first time as cloud computing giants upgrade data centers for artificial intelligence.

Despite Arista Networks consistently outperforming the technology sector, Wall Street analysts remain cautiously optimistic about the stock’s outlook.

Video communications company Zoom Video Communications Inc (NASDAQ: ZM) reported earnings per share (EPS) that beat Street estimates and revenue which missed Street estimates on Monday. Analysts sized up the latest quarterly report and the company’s guidance.

Quarterly revenue and earnings per share from Zoom Video Communications (NASDAQ: ZM) came in better than anticipated from analysts. Here are the key takeaways from analysts on what’s next for the video technology company.

Twilio Inc (NYSE: TWLO) shares dropped 2.7% on Thursday after the company reported conservative second-quarter guidance.

Morgan Stanley analyst Meta Marshall downgraded her industry view on Telecom & Networking Equipment to Cautious from In-Line with enterprise data points weakening and the dollar strengthening.  Given their backlog, Marshall saw equipment and storage companies to "sound good" on the calendar Q1 earnings call.

Cisco Systems and Hewlett Packard Enterprise face supply chain hurdles in 2022, according to analysts who downgraded the technology stocks.