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Investing.com -- U.S. indices have declined so far on Friday, following a strong run, as markets take a breather and investors digest the latest macroeconomic and geopolitical news.

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.

There's a version of Cisco (CSCO) that Wall Street wrote off years ago — a legacy networking giant stuck in the slow lane while flashier AI names grabbed all the attention. That story is getting harder to tell lately. The 41-year-old multinational technology conglomerate headquartered in California ...

Few legacy tech names have staged a comeback like Cisco Systems (NASDAQ:CSCO). After spending more than two decades in the wilderness post dotcom, the networking giant is suddenly an AI infrastructure story, and the stock has responded with a vertical move that has even long-time holders asking how much further this can go. The 24/7 ... Cisco Price Prediction: This Will Be CSCO’s Stock Price Next Year

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.

Cisco upgraded, Doximity downgraded: Wall Street's top analyst calls

Here is how Aehr Test Systems (AEHR) and Cisco Systems (CSCO) have performed compared to their sector so far this year.

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

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

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

8am: Stocks set for pullback US stock futures are pointing to a softer open on Friday, with investors taking a step back after a barnstorming session on Thursday that saw both the S&P 500 and Nasdaq close at fresh record highs and the Dow Jones reclaim the psychologically important 50,000...

Pre-Market Stock Futures: Futures are trading sharply lower as we get set to end one of the most exciting weeks on Wall Street in 25 years. Positive meetings in China with President Trump, who brought his CEO contingent and Elon Musk, and President Xi, massive upside earnings and forward guidance from an OG tech and ... Here Are Friday’s Top Wall Street Analyst Research Calls: Arista Networks, BWX Technologies, Cisco Systems, Danaher, Doximity, Estee Lauder, Illumina, Texas Roadhouse, Workday, a

Futures fell as Treasury yields and oil prices jumped on President Trump comments after Nvidia ran and the Cerebras IPO soared. The Trump-Xi summit is over.

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

Wall Street closed higher on Thursday following positive developments at the U.S.-China summit.

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.

IRM, CSCO and NVT posted record quarterly sales as AI-driven data center demand boosts orders, leasing activity and guidance.

Union Jack Oil PLC (AIM:UJO, OTCQB:UJOGF, FRA:1UJ0) told investors that its Crossroads well in Garvin County, Oklahoma, has been drilled on budget to a target depth of 4,600 feet, with evaluation and testing scheduled to begin in mid-June. The AIM-listed onshore hydrocarbons company, which...

eGain Corp (EGAN) reports robust AI knowledge ARR growth and strategic innovations, despite facing revenue growth challenges and longer sales cycles.

Cisco Systems (CSCO) climbed 25% in the past week as investors woke up to a simple shift. AI is driving a multibillion-dollar rebuild of the networks that power modern computing, and Cisco sits squarely in that spend cycle. That shift could ripple across the broader tech industry. As AI workloads ...

While the Taiwan tripwire remains, the first day of the U.S.-Beijing summit suggests both superpowers are prioritizing market stability over friction.

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.

On May 14, 2026, Cisco’s earnings-fueled jump helped propel major U.S. benchmarks to fresh records amid a broader AI-driven rally.

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

<body><p>STORY: Cisco shares surged to a record-high on Thursday after the company posted AI demand-powered strong results and announced nearly 4,000 job cuts to redirect investments into technology.</p><p>Cisco has emerged as a big winner from Big Tech's AI spending spree, thanks to its key role in supplying gear crucial to the functioning of data centers. The stock had gained 32% this year by Wednesday's close.</p><p>Lang said that "if you go back to the dotcom era, when Cisco was the king of all the tech names," the company's internet networking equipment was "starting to die out."</p><p>"Whereas today, Cisco has made that transformation into becoming an AI security network company," he added, calling it an area of technology that is just "starting to get bigger and better."</p></body>