Arista Networks (ANET) has seen a 37.3% rise in six months, outperforming its industry and the broader market, driven by strong AI infrastructure growth and an expanding customer base. The company benefits from increased investment in networking capacity by cloud providers and hyperscalers, and its integrated hardware-and-software approach for complex AI deployments. Arista's proactive supply chain management and robust cash flow further strengthen its position, with expectations for continued growth in AI revenues and product development.

Viavi Solutions (VIAV) shares have dropped 17.2% since its last earnings report, underperforming the S&P 500. Despite this, the company reported strong Q4 fiscal 2026 results, exceeding earnings and revenue estimates driven by robust demand in data center, aerospace, and defense markets, and contributions from acquired Spirent product lines. The company also strengthened its balance sheet and provided a strong outlook for Q1 fiscal 2027, leading to an upward revision in estimates and a Zacks Rank #1 (Strong Buy).

L3Harris Technologies has completed the initial production of 35 Viper Shield electronic warfare and countermeasure systems for F-16 aircraft, with 233 units on order for eight allied nations. The system, which offers "digital armour" and is compatible with various F-16 variants and the APG-83 AESA radar, relies on commercial off-the-shelf components for a compact design and easier upgrades. L3Harris highlights foreign investment in the program as a potential cost-saving opportunity for the US Air Force.

HR tech company Gusto has significantly expanded its presence at Vornado Realty Trust's Penn 1 tower in Midtown, doubling its footprint to 76,000 square feet. This expansion includes a new 13-year lease for 38,000 square feet on the 47th floor and a five-year renewal for its existing 38,000 square feet on the 52nd floor. The deal highlights the appeal of Penn 1, which underwent a $450 million renovation, despite asking rents of $135 per square foot, well above the Midtown average.

Western Digital (WDC) shares have dropped 2.2% since its last earnings report, underperforming the S&P 500. Despite this, the company reported strong Q4 fiscal 2026 earnings, beating estimates with significant revenue growth driven by increased customer storage demand, especially for AI and cloud-driven needs. The company also provided encouraging guidance for Q1 fiscal 2027, expecting continued revenue growth and improved margins, leading to a Zacks Rank #2 (Buy) rating.

uCloudlink, through its pet-tech brand petpogo, announced a full upgrade to its AI pet technology ecosystem at IFA 2026 in Berlin. This ecosystem, comprising the PetPhone wearable, PetCam AI camera, and petpogo mobile app, interprets pet movements and vocalizations using a database of millions of animal sounds to provide emotional insights and enhanced safety features like proactive geofencing alerts. The system aims to strengthen bonds between humans and pets by offering continuous emotional understanding, safety, and interaction solutions.

WISeKey International Holding Ltd has joined the Hedera Council's network of Strategic and Community Partners, aiming to accelerate the adoption of secure, decentralized infrastructure. This partnership will leverage WISeKey's expertise in cybersecurity, digital identity, and IoT solutions to enhance Hedera's capabilities for real-world use cases, particularly in secure authentication and machine-to-machine commerce. This collaboration builds on an existing use case where the QAIT Q-Day Security Assessment Platform was launched on WISeKey's SEALCOIN Quantum Marketplace within the Hedera ecosystem.

GlocalMe, a mobile connectivity brand under uCloudlink Group Inc., is showcasing its latest consumer internet solutions at IFA 2026. The brand's offerings include the MeowGo G50 Max, an advanced 5G satellite mobile Wi-Fi hotspot with AI assistant capabilities and satellite SMS messaging, as well as a range of multi-in-one lifestyle devices designed for continuous, global connectivity. These innovations aim to provide reliable internet access for travelers and remote workers, even in challenging environments.

Congressman Jonathan Jackson made a partial sale of ViaSat Inc. shares through his Morgan Stanley Trust Account, with the transaction valued between $1,001 and $15,000. ViaSat's stock has seen significant growth, up 108% year-to-date, though InvestingPro analysis suggests it may be overvalued. This disclosure is part of congressional transparency requirements, and investors are advised to conduct their own research.

Two units of BASF SE, TrinamiX Sensing LLC and trinamiX GmbH, have filed a patent infringement lawsuit against Apple Inc. They allege that Apple's Face ID technology in various iPhone and iPad models infringes on seven of their patents related to optical skin detection and material identification. The complaint was filed in the US District Court for the Western District of Texas, specifically naming the iPhone 15, 16, 17 series, and recent iPad Pro models.