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Market Data Table

Breakfast News: ANET at Epicenter of AI Networks

February 13, 2026

Thursday's Markets
S&P 500 6,833 (-1.57%)
Nasdaq 22,597 (-2.03%)
Dow 49,452 (-1.34%)
Bitcoin $65,592 (-3.64%)

With markets closed Monday for Presidents' Day, Breakfast News will be back in your inbox on Tuesday, Feb. 17.

A chart showing Arista Networks' quarterly revenue steadily rising from $1.35 billion in the first quarter of 2023 to to $2.31 billion in quarter-three 2025.

1) AI Networking Boom Lifts Arista Stock

Arista Networks (NYSE:ANET) surged over 10% in pre-market trading after quarterly results showed high demand for Ethernet network switches and routers as businesses push ahead with artificial intelligence (AI) infrastructure spending.

"We find ourselves at the epicenter of mission-critical network transactions": CEO Jayshree Ullal talked up the importance of the company, which now expects 25% revenue growth this year, up from the previous 20% target. The stock is beating the S&P 500 by 362% since the May 2022 Rule Breakers recommendation.
Deferred revenue surged to $5.37 billion in sign of growing backlog: Keeping up with demand will be closely monitored going forward by investors, as multistage projects need to be converted to provide cash flow for higher innovation spend.

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2) Key After-Hours Rule Breakers Earnings

Toast (NYSE:TOST) fell more than 5% ahead of the opening bell following earnings that included an outlook for a slower pace of growth than some expected, although CEO Aman Narang hailed "momentum across the business."
Pinterest (NYSE:PINS) plummeted over 18% before market open due to quarterly earnings revealing a disappointing outlook following layoffs last month, despite a ninth consecutive quarter of record monthly active users.
Roku (NASDAQ:ROKU) lifted 12% in pre-market action. Results beat expectations, with the Roku Channel now behind only YouTube among free, ad-supported channels on its platform.

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3) Pre-Market Hidden Gems Movers

Kinsale Capital (NYSE:KNSL) dropped over 5%, with results showing competition hurting Commercial Property premiums. TMF Market News Editor Joshua Simka said in December that the company is "boring but crushing it," praising how "they use a proprietary technology platform to underwrite small accounts with incredible speed and precision."
Airbnb (NASDAQ:ABNB) popped around 5% after results detailed strong travel demand and growth in ancillary services. CEO Brian Chesky said, "The big idea here isn't just building a bunch of standalone businesses. These are all part of a much larger vision."
Twilio (NYSE:TWLO) was little changed following a mixed bag of earnings. Even though the Team Hidden Gems recommendation in Stock Advisor posted headline revenue and profit beat expectations, there was concern about a slower pace of growth going forward.

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4) Logistics Stocks Tank on AI Panic

Trucking and logistics stocks fell sharply yesterday, as a new AI-related platform threatens to disrupt the industry, making the sector the latest area of the stock market to come under pressure this week from AI jitters.

"Never in my wildest dreams would I ever have imagined a day like today": Gary Atkinson, CEO of Algorhythm Holdings (NASDAQ:RIME), spoke after his company released a new platform designed to help customers scale freight volumes easily without increasing headcount.
Concern rising that traditional companies can't keep pace: Sector stocks C.H. Robinson (NASDAQ:CHRW) and RXO (NYSE:RXO) closed over 10% lower yesterday in response.

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5) Your Take

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