$ANET delivered $3.66B in Q3 revenue, up 58.5% YoY. $SMH $QQQ Management raised 2026 revenue guidance to $13.3B and is targeting $18.5B in 2027. AI fabrics rev

$ANET delivered $3.66B in Q3 revenue, up 58.5% YoY. $SMH $QQQ Management raised 2026 revenue guidance to $13.3B and is targeting $18.5B in 2027. AI fabrics revenue is expected to double to ~$7B by 2027. Arista Networks: Gross margin = 64% Forward non-GAAP PEG ratio = 1.55 Purchase commitments = $1…