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AI infrastructure spending is accelerating, and Arista Networks is emerging as one of the beneficiaries. $ANET provides the high-performance networking technology connecting massive AI and cloud computing systems. Revenue surged nearly 38% year over year, while adjusted EPS jumped 40%. With major customers like Microsoft and Meta continuing to invest in AI infrastructure, could Arista have more room to run?

What’s your outlook for U.S. manufacturing?

How do you think the S&P 500 will finish Q4?

How are you viewing the labor market?

September’s jobs report showed a cooling labor market, but private-sector employment continued to grow. • Total payrolls: +29K • Private sector: +46K • Public sector: -17K • Unemployment: 4.2% The weaker-than-expected report helped lower expectations for another Fed rate hike this month.

“There’s plenty to look forward to as we head into the end of the year.” — @KevinMatras, Executive Vice President, Zacks Investment Research With the S&P 500 and Nasdaq reaching new record highs and Q3 earnings season approaching, investors are watching to see if the market can carry its momentum through Q4.

Q4 is underway, historically the strongest quarter of the year for stocks. Since 1950, the S&P 500 has finished Q4 higher 79% of the time, with an average gain of 4.1%. With earnings season approaching and markets trading near record highs, investors are watching to see if that historical strength continues in 2026.

Micron is generating a historic amount of cash, but should it be rushing to return that money to shareholders? The chipmaker generated $33.2 billion in adjusted free cash flow last quarter, ranking third in the S&P 500 and surpassing both Apple and Nvidia. Zacks strategist @andrewrocco1 argues that while Micron remains in a hypergrowth phase, reinvesting in production and R&D could be the better use of that cash. “They should take advantage of this rare moment in time when everything is lining up for them, and later down the road, when growth slows, look into buybacks,” Rocco said. Reporting by @britneycath via @MarketWatch. marketwatch.com/story/micron…

In another fast-paced week in tech, these developments underscore how foundational infrastructure, robust security, and massive capital commitments continue to drive the global AI expansion. $AMD $TSM $TSLA $SPCX $ZS $META Read: zacks.com/commentary/3000971… @ZacksResearch

For investors willing to look past near-term spending anxieties, the launch of Muse may well be remembered as the catalyst that sent Meta shares to $1,000. $META zacks.com/commentary/3000177… @ZacksResearch

Q3 earnings season begins in about two weeks. S&P 500 earnings growth is currently forecast at 23.0% for the quarter, following strong growth earlier this year. With the labor market showing signs of cooling, corporate earnings will be another important test for the market heading deeper into Q4.

Construction spending increased 0.9% in August, beating expectations for no monthly growth. On a year-over-year basis, spending remained down 1.7%, but improved from the previous month’s 3.8% decline.

Despite persistent inflation and higher energy prices, several signals suggest another hike may not be coming. @andrewrocco1 breaks down five reasons the Fed could hold rates steady, from weakening jobs data and recent Fed commentary to falling rate-hike expectations. What do you think: Will the Fed raise interest rates again in October?

Manufacturing activity remained in expansion territory in September. • PMI Manufacturing Index: 55.9 vs. 54.8 expected • ISM Manufacturing Index: 54.5 vs. 54.8 expected The PMI reading accelerated from 53.9 in August, while ISM manufacturing was little changed from the previous month.

What will matter most for Nike’s turnaround?

Nike shares came under pressure following its latest earnings report. Revenue fell 4% year over year to $11.2 billion, while the company projected a high-single-digit sales decline for fiscal 2027 and announced plans to further streamline its organization. Nike shares entered the report already down sharply in 2026.

Anthropic has confidentially filed for an IPO that could give the Claude developer a valuation of up to $2 trillion. Reports suggest the company could go public as soon as November, potentially setting up one of the largest IPOs in history. When could Anthropic stock begin trading? What could the IPO be worth? And what should investors know ahead of a potential listing? Kevin Voigt breaks down the latest on Anthropic’s potential 2026 IPO. zacks.com/featured-articles/…

With its post-IPO consolidation behind it, SpaceX is positioned for a powerful rebound driven by a successful Starship launch, surging growth in Starlink, and soaring AI compute demand. $SPCX $GOOGL $PL $NVDA $TSLA 🐂📈🚀👇 zacks.com/commentary/2999643… @ZacksResearch