Supermicro and Arista Networks crush expectations as AI infrastructure wins again

SiliconANGLENovember 4, 2026en

Growing nervousness about spending on the artificial intelligence boom has made technology stocks increasingly volatile this year, but all it takes is one good quarter to reignite investor confidence, as Super Micro Computer Inc. and Arista Networks Inc. both showed today. The companies are still relatively small fry in terms of the bigger AI picture, […] The post Supermicro and Arista Networks crush expectations as AI infrastructure wins again appeared first on SiliconANGLE .

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