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Cisco, Arista Set to Deliver Excess Returns in Networking: Morgan Stanley
ByAinvest
Sunday, Dec 21, 2025 8:02 am ET1min read
Morgan Stanley expects Cisco Systems (CSCO) and Arista Networks (ANET) to outperform in 2026 due to the continued buildout of artificial intelligence infrastructure. These networking and telecom equipment companies are well-positioned to benefit from the growing demand for Ethernet connectivity, according to Morgan Stanley.
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