Morgan Stanley predicts that several networking and telecom equipment companies will do well in 2026. This is because they’re building artificial intelligence infrastructure, which needs strong networks. Two companies to keep an eye on are Cisco Systems (CSCO) and Arista Networks (ANET). They make Ethernet components, a crucial part of this infrastructure. If you want to learn more about these stocks and others like them, consider joining our premium service for just $4.95/month.
Source: https://seekingalpha.com/news/4533561-cisco-arista-remain-in-line-for-excess-returns-among-networking-in-2026-morgan-stanley