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Full article on CNBC
Nvidia's stock is down and AMD is up. The culprit may be Arista.
Market Intelligence Analysis
AI-Powered
Why This Matters
Nvidia's stock fell while AMD's stock rose due to Arista Networks' shift in workloads, potentially impacting Nvidia's GPU business.
Market Impact
Market impact analysis based on bearish sentiment with 80% confidence.
Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Shares of Nvidia fell on Friday, while rival Advanced Micro Devices rallied after the CEO of Arista Networks said her company is shifting some workloads.
Original article published by
CNBC
on February 13, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.