Morningstar

Stocks to Watch: AMD, Super Micro, Arista Networks, Freshworks

Provided by Dow Jones May 5, 2026, 11:20:00 PM

By Elias Schisgall

Advanced Micro Devices reported a strong first quarter, driven by continued artificial-intelligence data-center demand. Shares rose 15%, to $407.00, after the bell on Tuesday.

Super Micro Computer reported sales more than doubling, also driven by the booming data-center business. The stock jumped 18%, to $32.67, following the market close.

Arista Networks reported a higher profit and a rise in revenue in the first quarter. However, shares fell 12%, to $150.32

Freshworks said it would cut about 11% of its workforce, roughly 500 employees, and will focus on using AI to automate its business. Shares fell 7.5%, to $8.50.

Write to Elias Schisgall at elias.schisgall@wsj.com

(END) Dow Jones Newswires

May 05, 2026 19:20 ET (23:20 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

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