Yahoo · Oct 31, 2026
When St. Louis Fed chief Alberto Musalem and Dallas Fed’s Lorie Logan both pointed to more rate hikes ahead, the message was simple. Money is not cheap and capital will stay picky. That puts more focus on real infrastructure behind AI, like the switches, routers and server builders that keep model training running. This article walks through three picks from the AI hardware screener worth a closer look. The stocks covered below are just a sample. The full AI networking and servers screen...
Yahoo · Oct 30, 2026
Arista's 39% net margin and zero debt contrast sharply with Monday.com's 9.6% margin and crowded SaaS competition, but valuation tells a different story.
Yahoo · Oct 30, 2026
Arista boasts 39% net margins and zero debt, while Figma burns cash despite 41% revenue growth, a stark contrast in profitability profiles.
Yahoo · Oct 30, 2026
Monolithic Power's Q3 2026 earnings surge 73.2% as AI-driven demand fuels record revenues, with Enterprise Data growth and upbeat Q4 2026 guidance in focus.
Yahoo · Oct 30, 2026
INTC beats Q3 earnings estimates as AI-driven data center demand fuels revenue growth, but weak PC sales and a soft Q4 outlook send shares plunging over 25%.
