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Associated Press83d agoneutral
How major US stock indexes fared Thursday 5/14/2026

The U.S. stock market rose to more records after Cisco Systems joined the parade of companies reporting fatter profits for the start of 2026 than analysts expected. The Nasdaq composite added 0.9% to its own record. Cisco led the way after talking up demand it’s seeing from AI and other customers, while oil prices held relatively steady.

From Cisco to Block, more companies are pointing to AI when unveiling job cuts
Associated Press83d agobearish
From Cisco to Block, more companies are pointing to AI when unveiling job cuts

AI is rarely the sole reason companies cite when taking layoffs, with most still pointing to wider corporate restructuring or macroeconomic headwinds. On Wednesday, Cisco Systems announced plans to cut under 4,000 jobs, or about 5% of its workforce. The announcement arrived the same day the tech giant unveiled record revenue for its third fiscal quarter, amid soaring demand for its AI tools and infrastructure.

MT Newswires83d agoneutral
Top Midday Gainers

Cisco (CSCO) overnight reported a year-over-year jump in fiscal Q3 earnings and revenue, topping mar

Jim Cramer on Cisco: “Regretfully Sold, and I Wish I Hadn’t”
Insider Monkey83d agoneutral
Jim Cramer on Cisco: “Regretfully Sold, and I Wish I Hadn’t”

Cisco Systems, Inc. (NASDAQ:CSCO) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. Cramer expressed regret over selling the stock, as he commented: Next is one that I regretfully sold, and I wish I hadn’t. It’s called Cisco Systems, which is […]

Cisco Soars on Forecast Boost, AI-Focused Job Cuts
Bloomberg83d agobullishVIDEO
Cisco Soars on Forecast Boost, AI-Focused Job Cuts

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.

CSCO: The $9 Billion AI Breakout Investors Missed
Trefis83d agobearish
CSCO: The $9 Billion AI Breakout Investors Missed

Cisco Systems (NASDAQ: CSCO) shares surged as much as 17% in post-market trading following the Q3 2026 release, though the rally was not merely a reaction to the headline numbers. While revenue hit $15.84 billion, surpassing the $15.56 billion consensus, and non-GAAP EPS of $1.06 cleared expectations, the real catalyst was a massive upward revision in the company's full-year outlook. By raising fiscal 2026 revenue guidance to a range of $62.8 billion to $63.0 billion, Cisco signaled that a speci

Six Firms Just Piled Into Cisco: Wall Street Rushes to Hike Price Targets After 20% Earnings Pop
24/7 Wall St.83d agoneutral
Six Firms Just Piled Into Cisco: Wall Street Rushes to Hike Price Targets After 20% Earnings Pop

Six major Wall Street firms hiked their price targets on Cisco Systems (NASDAQ:CSCO) on May 14, following a blowout fiscal Q3 2026 report that sent shares surging roughly 19% after the close. The coordinated wave of revisions reflects a clear thesis shift: Cisco’s accelerating hyperscaler order book has decisively answered the long-running bear case that ... Six Firms Just Piled Into Cisco: Wall Street Rushes to Hike Price Targets After 20% Earnings Pop

AI Causes Another 4,000 Layoffs
24/7 Wall St.83d agobearish
AI Causes Another 4,000 Layoffs

Cisco (NASDAQ: CSCO), one of the older big tech companies in America, said in its earnings announcement that it would cut 4,000 jobs as it moves its businesses toward AI. Cisco calls itself “The critical infrastructure for the AI era.” That is a way to drive a stock up without really saying much. Cisco’s results ... AI Causes Another 4,000 Layoffs

Cisco raises full-year outlook as AI-driven demand powers Q1 beat
Proactive83d agobullish
Cisco raises full-year outlook as AI-driven demand powers Q1 beat

Cisco Systems Inc (NASDAQ:CSCO, XETRA:CIS) reported fiscal third quarter 2026 results that topped Wall Street expectations on both revenue and earnings, driven by accelerating demand for AI infrastructure, sending shares up about 14% to about $116 on Thursday morning. The company posted...