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● Arista makes high-speed Ethernet switches used to link servers inside data centers.
● Amphenol makes connectors, cables, antennas and sensors for cars, aircraft, phones and data centers.
● Dell sells PCs, storage and servers, including AI servers for cloud providers.
● Corning is a major maker of optical fiber and cable alongside specialty glass.
● Adjusted earnings of $2.95 a share and revenue of $17.1 billion beat estimates.
● Lam guided December-quarter revenue to $8.6 billion, plus or minus $400 million.
● The Philadelphia Semiconductor Index had its biggest one-day drop since June 23.
● Keysight makes instruments and software that engineers use to design and test electronics.
● KLA had no company-specific news, and its slide followed Lam Research's results and outlook.
● Record revenue of $8.22 billion and non-GAAP earnings of $2.20 beat expectations.
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