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Micron Price Target Raised to Street-High $840 on AI Demand Surge

CSCO, CRM, PLTR, NET and DDOG are riding AI and big data demand as Wall Street's rally boosts interest in analytics and cloud platforms.

Teradyne rides on booming AI chip-testing demand as the SemiTest segment generates $1B revenues, outpacing Cisco Systems in earnings growth and upside potential.

A number of stocks jumped in the afternoon session after 10-year Treasury yield eased to 4.46% following a preliminary agreement between President Trump and President Xi to keep the Strait of Hormuz open.

A number of stocks jumped in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector.

A number of stocks jumped in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector.

Cisco rides booming AI networking demand as hyperscaler orders surge, driving record revenues and stronger fiscal 2026 guidance.

Nokia shares jumped more than 10% after Cisco’s strong fiscal Q3 2026 results, as investors increasingly view the company as a beneficiary of surging AI infrastructure and networking demand.

The semiconductor stock surge has some on Wall Street warning about euphoria in the market.

This article examines what Cisco Systems' current share price of US$118.21 might imply for investors who are wondering whether the stock still offers value after a strong run, or if the easier gains may already have passed. The stock has delivered returns of 22.4% over the last week, 39.9% over the last month, 55.5% year to date and 90.1% over the past year, with longer term returns of 161.4% over three years and 160.1% over five years. Recent coverage has highlighted Cisco Systems as a...

The stock market largely erased weekly gains Friday as oil prices and Treasury yields jumped. Cisco was an earnings winner. The Trump-Xi summit head few breakthroughs.

Friday’s CNBC Halftime Report on May 8 featured two very different AI market stories unfolding at the same time. One centered on growing optimism around Cisco Systems (NASDAQ:CSCO) ahead of earnings, while the other exploded mid-segment as Intel (NASDAQ:INTC) jumped double digits on reports of a preliminary chip manufacturing agreement with Apple (NASDAQ:AAPL). The Cisco ... Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings

Cisco Systems (NASDAQ:CSCO) just earned a strong endorsement from HSBC, which upgraded the networking giant to Buy from Hold and lifted its price target to $137 from $77. The trigger is straightforward: management’s AI infrastructure order book is accelerating, and Cisco now expects fiscal 2027 AI revenue of at least $6 billion. For prudent investors, ... HSBC Just Upgraded Cisco to Buy: $6 Billion AI Revenue Goal Resets the Growth Debate

Cisco surged on strong AI demand and upbeat guidance, boosting Cisco-heavy ETFs as AI infrastructure orders topped expectations.

Investing.com -- HSBC has upgraded Cisco Systems to Buy and raised its price target to $137 from $77, arguing that a stronger-than-expected AI infrastructure demand cycle has fundamentally reset the networking giant's growth profile.

The networking giant's stock just hit an all-time high on its AI pivot.

CSCO, AVGO, ADI and AMAT stand out as the S&P 500 tops 7,500 on AI optimism and a tech-led market rebound.

Record $15.8 billion in revenue and a near-doubling of AI orders to $9 billion sent shares soaring.

President Trump and Chinese leader Xi Jinping agreed Iran shouldn't control the waterway. The S&P 500 rose 0.8%, and the Nasdaq Composite jumped 0.9%. Shares of Cerebras Systems priced at $185 in their public offering and opened trading at $350 on Thursday.

AI Boom Pushes Dow Above 50,000 After Cisco Blowout Results

Cisco lifted its hyperscaler order target to $9 billion as its AI networking pivot gains traction.

President Trump and Chinese leader Xi Jinping agreed Iran shouldn't control the key waterway. The S&P 500 rose 0.8%, and the Nasdaq Composite jumped 0.9%. Shares of Cerebras Systems priced at $185 in their public offering and opened trading at $350 on Thursday.

AI-driven orders, record revenue, and a sweeping restructuring put this networking giant’s next phase under scrutiny, today, May 14, 2026.

The stock market hit highs as Nvidia led and AI chip IPO Cerebras soared in its debut, while Broadcom and Taiwan Semiconductor flashed buy signals. The Trump-Xi summit continues.

US equity indexes rose ahead of Thursday's close, as strong gains in technology helped the S&P 500 a

US benchmark equity indexes were higher intraday amid a post-earnings rally in Cisco Systems (CSCO),

Cisco beats Q3 FY26 estimates as networking and hyperscaler AI orders jump. It also raises FY26 outlook and unveils a restructuring plan.

Cisco Systems Inc. jumped by the most in more than 14 years after the company delivered a better-than-anticipated sales forecast and announced plans to cut thousands of jobs, an attempt to focus on the fast-growing AI market. Revenue will be $16.7 billion to $16.9 billion in the fiscal fourth quarter, which runs through July, the company said in a statement Wednesday. Analysts estimated sales of $15.8 billion, according to data compiled by Bloomberg. The news signaled that Cisco, a four-decade-old stalwart of Silicon Valley, is successfully pivoting to the AI economy. Orders from data center customers are accelerating, and the company's restructuring plan is designed to further improve its position. Bloomberg's Ryan Vlastelica takes a closer look.

Tech giants and easing US-China tensions helped lift stocks after retail sales matched expectations.

All three major US stock indexes were up in late-morning trading Thursday, as investors monitor news