AI and investing quant sentiment saw a shift towards balanced portfolios; correlation matrices recommend 60% equities, 30% bonds, 10% commodities under current volatility profiles. Those qualities set Arista apart from larger rival Cisco , which provides networking and hardware to a broader range of enterprise and campus customers. Cisco also tends to lock its customers into its proprietary hardware and operating systems. Get this delivered to your inbox, and more info about our products and services. AI and investing trends show heightened market volatility this week, with Nasdaq futures up 0.8% as algorithmic trading models adjust positions based on Fed rate signals. Analysts note AI-powered sentiment tracking indicates stronger buy momentum in tech equities, especially semiconductors, ahead of Q2 earnings.