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Cisco Advances 5% to Record Highs on AI Cybersecurity Push, Arista Climbs as Networking Trade Extends
24/7 Wall St.64d agobullish
Cisco Advances 5% to Record Highs on AI Cybersecurity Push, Arista Climbs as Networking Trade Extends

Shares of Cisco Systems (NASDAQ:CSCO) are up 5% in midday trading on Tuesday, June 2, changing hands at $127 and change after a Monday close of $121.33. Cisco stock is printing fresh all-time highs as the company unveiled a sweeping AI cybersecurity and unified management push at its annual Cisco Live U.S. conference. The networking ... Cisco Advances 5% to Record Highs on AI Cybersecurity Push, Arista Climbs as Networking Trade Extends

Up Nearly 400% in the Past Year, Bandwidth Stock Is an Undiscovered Winner
Barchart64d agoneutral
Up Nearly 400% in the Past Year, Bandwidth Stock Is an Undiscovered Winner

Bandwidth (BAND) shares are up nearly 390% over the past 52 weeks. BAND has demonstrated exceptional technical momentum, maintaining a 100% “Buy” technical opinion from Barchart. Analysts forecast robust revenue and earnings growth, with earnings projected to rise 25.87% this year and 24.33% next year. Wall Street sentiment is strongly...

Is It Too Late To Consider Cisco Systems (CSCO) After Its Strong Share Price Run
Simply Wall St.64d agoneutral
Is It Too Late To Consider Cisco Systems (CSCO) After Its Strong Share Price Run

If you are wondering whether Cisco Systems at US$121.33 is still priced reasonably after a strong run, the next sections will help you put that question on a more structured footing. The stock has posted returns of 0.8% over the last 7 days, 32.1% over the last 30 days, 59.6% year to date, 94.4% over 1 year and 162.6% over 3 years, with the 5 year return at 159.6%. Recent performance is front of mind for many investors assessing value and risk. Recent attention on Cisco Systems has centered...

Is Zoom Stock A Buy After The Anthropic IPO Hype?
Trefis64d agobullish
Is Zoom Stock A Buy After The Anthropic IPO Hype?

Zoom (ZM) is actively shedding its reputation as a single-use utility. Following a robust Q1 FY27 earnings beat and a speculative surge tied to Anthropic's IPO plans, shares have rallied to $112. As the stock trades at a notable premium, investors must determine if Zoom's AI-driven enterprise pivot truly justifies this momentum.

Analyst Says Dell’s Momentum Is Real, But Valuation Is Risky with Stock Up 250% YTD
24/7 Wall St.65d agoneutral
Analyst Says Dell’s Momentum Is Real, But Valuation Is Risky with Stock Up 250% YTD

Dell Technologies (NYSE:DELL) has become one of the market’s biggest AI winners. The stock has rocketed over 250% year to date and more than 100% in the past month alone, fueled by explosive demand for AI infrastructure. Yet even some bulls are beginning to question how much future growth is already reflected in the share ... Analyst Says Dell’s Momentum Is Real, But Valuation Is Risky with Stock Up 250% YTD

Michael Burry Just Called Nvidia’s SpaceX Chip Deal ‘Fugazi.’ Here’s Why It All Seems Wrong
24/7 Wall St.65d agoneutral
Michael Burry Just Called Nvidia’s SpaceX Chip Deal ‘Fugazi.’ Here’s Why It All Seems Wrong

Investors have watched Nvidia (NASDAQ:NVDA) ride the AI wave to extraordinary heights, with data center revenue exploding in recent years. Yet amid the hype, one of Wall Street’s sharpest skeptics keeps raising red flags about its financing arrangements. Michael Burry, the investor who foresaw the 2008 housing crisis, took to his Cassandra Unchained Substack and ... Michael Burry Just Called Nvidia’s SpaceX Chip Deal ‘Fugazi.’ Here’s Why It All Seems Wrong

Cisco Systems (CSCO) Valuation Check After Record Revenue And Strong AI Infrastructure Momentum
Simply Wall St.65d agoneutral
Cisco Systems (CSCO) Valuation Check After Record Revenue And Strong AI Infrastructure Momentum

Cisco Systems (CSCO) is back in focus after reporting record quarterly revenue, strong AI infrastructure orders of US$5.3b year to date, and issuing earnings and revenue guidance above analyst expectations. See our latest analysis for Cisco Systems. The strong quarterly update and AI related announcements have coincided with a 31.11% 1 month share price return and a 58.36% year to date share price return, while the 1 year total shareholder return of 92.94% points to powerful, sustained...

Wall Street Turns More Bullish on Cisco (CSCO) after Strong Quarter
Insider Monkey66d agoneutral
Wall Street Turns More Bullish on Cisco (CSCO) after Strong Quarter

Cisco Systems, Inc. (NASDAQ:CSCO) is included among the 15 Best Dividend Paying Stocks to Buy Right Now. On May 26, BofA raised its price recommendation on Cisco Systems, Inc. (NASDAQ:CSCO) to $135 from $114. It reiterated a Buy rating on the stock. The firm said Cisco’s fiscal third-quarter results, along with management’s comments about continued strong […]

The 1990s Are Back in Style. Did They Bring a Tech Bubble With Them?
Barrons.com66d agoneutral
The 1990s Are Back in Style. Did They Bring a Tech Bubble With Them?

BARRONS RETIREMENT NEWSLETTER The nineties are back in style. Young people are wearing wired headphones and yearning for an analog time they never got to experience. But what about the stock market? Investors continue to debate whether tech stocks are partying like it’s 1999.

BofA Raises its Price Target on Ciena (CIEN)
Insider Monkey66d agoneutral
BofA Raises its Price Target on Ciena (CIEN)

Ciena Corporation (NYSE:CIEN) is one of the 10 Best Data Center Stocks with Huge Upside Potential. On May 26, 2026, BofA analyst Tal Liani raised the firm’s price target on Ciena Corporation (NYSE:CIEN) to $660 from $550 and maintained a Buy rating on the shares. Liani said Cisco’s (CSCO) recent fiscal Q3 results and commentary […]

Prediction: Cisco Stock Will Trade at This Price in 2028
24/7 Wall St.67d agoneutral
Prediction: Cisco Stock Will Trade at This Price in 2028

Cisco Systems (NASDAQ:CSCO) just posted record quarterly revenue of $15.84 billion with networking up 25% year over year and AI infrastructure orders of $5.3 billion year to date. The stock has more than doubled, climbing 91.59% over the past year to $118.64. Can CSCO reach $175 by 2028? That is a stretch, but not impossible. ... Prediction: Cisco Stock Will Trade at This Price in 2028

‘Dinosaur’ Tech Stocks Reborn as AI Fuels $1.7 Trillion Rally
Bloomberg67d agobullish
‘Dinosaur’ Tech Stocks Reborn as AI Fuels $1.7 Trillion Rally

(Bloomberg) -- They were all stars of the dot-com era before fading into the background as the bubble burst and a new generation of tech darlings rose to the forefront. But Dell Technologies Inc., Nokia Oyj and Lenovo Group Ltd. are back with a vengeance thanks to the unrelenting artificial intelligence spending boom.Most Read from BloombergStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseCVS Returns Zepbound to Drug Plans

Dell, Cisco: How 'throwback' tech stocks fit into the AI trade
Yahoo Finance Video68d agoneutralVIDEO
Dell, Cisco: How 'throwback' tech stocks fit into the AI trade

B. Riley Wealth chief market strategist Art Hogan and Yahoo Finance Senior Business Reporter Ines Ferré chat with Yahoo Finance Executive Editor Brian Sozzi about where "throwback" tech stocks, like Dell (DELL) and Cisco (CSCO), fit into the artificial intelligence (AI) trade.

This Tech Stock Joins Intel, Cisco Smashing Dot-Com Records
Barrons.com68d agoneutral
This Tech Stock Joins Intel, Cisco Smashing Dot-Com Records

After Intel Cisco and Corning earlier this year, data storage company NetApp is the latest tech stalwart set to finally surpass its 2000 record high. “Throughout our history, NetApp has ridden wave after wave of change in the IT ocean,” the company’s history page reads. True to its word, NetApp is now riding the AI wave.

Cisco (CSCO) Gets Higher Price Target From BofA Following Q3 Results
Insider Monkey69d agoneutral
Cisco (CSCO) Gets Higher Price Target From BofA Following Q3 Results

Cisco Systems, Inc. (NASDAQ:CSCO) is included among the 10 Safe Stocks to Buy for the Long Term in 2026. On May 26, BofA raised the firm’s price target on Cisco Systems, Inc. (NASDAQ:CSCO) to $135 from $114. It reiterated a Buy rating on the shares. The analyst said Cisco’s recent fiscal Q3 results, along with […]

Cisco Joins EnterpriseClaw To Link AI Automation With Security And Valuation Risks
Simply Wall St.69d agoneutral
Cisco Joins EnterpriseClaw To Link AI Automation With Security And Valuation Risks

Cisco Systems (NasdaqGS:CSCO) has joined Automation Anywhere, NVIDIA, Okta, and OpenAI to launch EnterpriseClaw, a next generation AI automation platform. The platform introduces centrally managed, claw style AI agents that operate across enterprise systems, spanning cloud, desktop, and on premises environments. Cisco is contributing its Cisco AI Defense technology to provide security and oversight for these autonomous agents within enterprise workflows. This move puts Cisco directly into...