Arista Networks stock drops as tariff jitters hit tech; what ANET investors watch next
Arista Networks shares fell 3.1% to $128.62 Monday as U.S. tech stocks dropped after President Trump announced new global tariffs. Cisco and Hewlett Packard Enterprise also declined, while Nvidia edged higher. Investors are watching for Nvidia’s earnings and Arista’s investor events later this week. Bridgewater projects Big Tech will spend $650 billion on AI infrastructure in 2026, up from $410 billion in 2025.