Breakfast News: ANET At Epicenter Of AI Networks

Breakfast News: ANET At Epicenter Of AI Networks

February 13, 2026

With markets closed Monday for Presidents’ Day, Breakfast News will be back in your inbox on Tuesday, February 17.

Source: Image created by Jester AI.

1. AI Networking Boom Lifts Arista Stock

Arista Networks (ANET +0.16%) surged over 10% in pre-market trading after quarterly results showed high demand for ethernet network switches and routers as businesses push ahead with AI infrastructure spending.

• “We find ourselves at the epicenter of mission-critical network transactions”: CEO Jayshree Ullal talked up the importance of the company, which now expects 25% revenue growth this year, up from the previous 20% target. The stock is beating the S&P 500 by 362% since the May 2022 Rule Breakers recommendation.
• Deferred revenue surged to $5.37 billion in sign of growing backlog: Keeping up with demand will be closely monitored going forward by investors, as multistage projects need to be converted in order to provide cash flow for higher innovation spend.

2. Key After-Hours Rule Breakers Earnings

• Toast (TOST +1.32%) fell more than 5% ahead of the opening bell following earnings including an outlook for a slower pace of growth than some expected, although CEO Aman Narang hailed “momentum across the business.”
• **Pinterest **(PINS 0.52%) plummeted over 18% before the market open due to quarterly earnings revealing a disappointing outlook following layoffs last month, despite a ninth consecutive quarter of record monthly active users.
• **Roku **(ROKU +0.47%) lifted 12% in pre-market action. Results beat expectations, with the Roku Channel now only behind YouTube among free, ad-supported channels on its platform.

3. Pre-Market Hidden Gems Movers

• **Kinsale Capital **(KNSL 1.16%) dropped over 5%, with results showing competition hurting Commercial Property premiums. TMF Market News Editor Joshua Simka said in December the company is “boring but crushing it,” praising how “they use a proprietary technology platform to underwrite small accounts with incredible speed and precision.”
• **Airbnb **(ABNB +0.16%) popped around 5% after results detailed strong travel demand and growth in ancillary services. CEO Brian Chesky said “the big idea here isn’t just building a bunch of stand-alone businesses. These are all part of a much larger vision.”
• **Twilio **(TWLO +0.98%) was little changed following a mixed bag of earnings. Even though the Team Hidden Gems recommendation in Stock Advisor posted headline revenue and profit beat expectations, there was concern about a slower pace of growth going forward.

4. Logistics Stocks Tank on AI Panic

Trucking and logistics stocks fell sharply yesterday, as a new AI-related platform threatens to disrupt the industry, making the sector the latest area of the stock market to come under pressure this week from AI jitters.

• “Never in my wildest dreams would I ever have imagined a day like today”: Gary Atkinson, CEO of Algorhythm Holdings (RIME 6.08%), spoke after his company released a new platform designed to help customers scale freight volumes easily without increasing headcount.
• Concern rising that traditional companies can’t keep pace: Sector stocks C.H. Robinson (CHRW 3.31%) and RXO (RXO 4.24%) closed over 10% lower yesterday in response.

5. Your Take

This Friday the 13th, we’re asking…

What stock in your portfolio would you describe as ‘jinxed’ – and why do you still hold it?

Share with friends and family if you dare, or become a member to hear what your fellow Fools are saying. Fun fact: Every year is guaranteed to have at least one Friday the 13th, but never more than three… 2026 will see another in March and November!