Switch, Inc. (SWCH)

The runaway success of the Switch 2 console drove up Nintendo's net profit by more than 50% in the nine months to December, the Japanese video game giant said Tuesday.

RICHARDSON, Texas--(BUSINESS WIRE)-- #NetworkSolutions--RUCKUS Networks, a Vistance Networks (NASDAQ: VISN) business, expanded its Pro AV ICX® network switch portfolio.

Middle-market private equity firm Kohlberg has agreed to sell ENTRUST Solutions Group to Leidos Holdings Inc (NYSE: LDOS) for approximately $2.4 billion.

Scorpio X-Series Begins Initial Production with Merchant Scale-Up Switching Market Estimated to Reach $20 billion by 20301 News Highlights: Developed in collaboration with hyperscalers, Scorpio X-series products are purpose-built to support scale-up networking, and are now shipping in initial production volumes Expanded features will include support for increased radix, platform-specific protocols, in-network computing, Hypercast technology, and optical connectivity SAN JOSE, Calif., Jan. 22, 2026 (GLOBE NEWSWIRE) -- Astera Labs, Inc. (Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced an expanded portfolio roadmap that will feature new capabilities, including support for increased radix, platform-specific protocols, in-network computing, Hypercast technology, and optical connectivity.

News Highlights: Developed in collaboration with hyperscalers, Scorpio X-series products are purpose-built to support scale-up networking, and are now shipping in initial production volumes Expanded features will include support for increased radix, platform-specific protocols, in-network computing, Hypercast technology, and optical connectivity SAN JOSE, Calif., Jan. 22, 2026 (GLOBE NEWSWIRE) -- Astera Labs, Inc. (Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced an expanded portfolio roadmap that will feature new capabilities, including support for increased radix, platform-specific protocols, in-network computing, Hypercast technology, and optical connectivity.

ANET's expanding switch portfolio, from 400G???800G data center platforms to rugged new launches, deepens its push into AI and cloud networking.

A strategic shift is quietly reshaping how Wall Street invests in the energy sector. In a recent note, Bank of America advised clients to buy weakness in select power producers, highlighting Constellation Energy NASDAQ: CEG as a prime example.

Company Continues to Build Out Comprehensive Capabilities with Latest Feature Designed to Save Time and Drive Customer Primacy PITTSBURGH , Dec. 16, 2025 /PRNewswire/ -- F.N.B. Corporation (NYSE: FNB), the holding company for First National Bank, announced it is among the first wave of banks to introduce Payment Switch, a service that enables customers to automatically move their recurring ACH or Debit Card payments to FNB using the FNB Direct Mobile Banking App.

Tower and Switch Semi launch the SW2001 POL regulator, boosting AI and server power efficiency and cutting data-center energy use based on Tower's 65nm BCD

The bank is moving its debit cards over from the Mastercard network after completing its acquisition of Discover earlier this year.

/PRNewswire/ -- CBS ArcSafe®, a leading manufacturer of remote racking and switching solutions for low- and medium-voltage switchgear, introduces the RSK-CSH-W

Cisco Systems (CSCO) is repositioning as an AI infrastructure leader, but fundamentals and valuation do not support the current bullish narrative. Despite strong Q4 results and AI-driven order growth, CSCO's long-term operating metrics, cash flow, and margins show little real improvement. The Splunk acquisition appears expensive, with high stock-based compensation and limited bottom-line growth, raising concerns about shareholder value.

Expanding the Switchtec line to PCIe 6.0 enables direct communication between compute resources, delivering our most powerful, energy-efficient switch yet.

JPMorgan remains a robust performer, with strong Q2 results and well-covered common and preferred dividends. JPM trades at about 15x anticipated earnings, reflecting its premium reputation, but I have sold my common shares to pursue other opportunities. I favor JPM.PR.L preferred shares over JPM.PR.D due to lower call risk and potential capital gains if interest rates fall.

Valuation cycles offer many opportunities for trades. The two major US telecoms are moving in a different direction. Verizon Communications Inc. now offers a compelling value relative to AT&T.