News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Cisco Systems leads networking stocks benefiting from AI infrastructure demand, despite industry headwinds from cautious IT spending and supply-chain uncertainty.
In recent weeks, Intrado Life & Safety, Tech Mahindra, and SuccessKPI have each announced new integrations and partnerships with Cisco’s Webex and security platforms, while Cisco has also begun testing Aliro’s quantum networking software and joined Nvidia’s Open Secure AI Alliance to bolster open-source AI cybersecurity. Together, these moves underline Cisco’s push to embed AI, advanced security, and quantum-safe capabilities across its collaboration, networking, and contact center offerings...
F5 tops third-quarter estimates as strong systems demand, hybrid multicloud adoption and application security growth drive higher guidance.
Navitas Semiconductor beats Q2 revenue estimates as AI-driven high-power demand and a stronger third-quarter outlook reinforce its growth strategy.
APLD's fiscal Q4 revenues jump 407% on HPC growth and tenant fit-out services, even as a wider loss misses estimates. See what fueled the quarter.
AMKR tops Q2 earnings and revenue estimates as record Computing and Automotive results fuel growth across its advanced packaging portfolio.
The market should recover its poise within the next few days, says Fundstrat’s Tom Lee.
Amid macro headwinds and margin pressures, CSCO, EXTR and DGII ride on multiple tailwinds
GOOGL, CSCO and NET are benefiting from AI-driven cloud demand and enterprise digital transformation. See why investors are watching them before August.
Do FIVN's profitable AI growth, stronger cash flow and lower valuation make it a better customer AI stock than SOUN?
Cisco was the indispensable infrastructure giant of its era, posting real revenue right up until its customers ran out of money and its stock collapsed 86%. Now credit markets are flashing a strikingly similar warning about Nvidia, and the reason has nothing to do with chips.
NVIDIA just committed to a spending package that dwarfs the budgets of most nations, and the market reacted by punishing the stock. Whether that reaction reflects legitimate bubble fears or a historic buying opportunity depends on one critical question investors are still fighting over.
FLEX eyes Q1 results after strong AI infrastructure momentum, strategic deals and a planned CPI spin-off. Can growth offset lifestyle weakness?
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
Cisco Systems (NasdaqGS:CSCO) has joined an industry coalition to launch the Open Source AI Cybersecurity Alliance. The company also announced a partnership with Tech Mahindra to deliver an AI driven Security Service Edge (SSE) offering for global enterprises. Cisco Systems sits at the intersection of networking, security, and AI, areas that are drawing increasing attention from enterprises looking to protect cloud based and distributed work environments. By joining the Open Source AI...
Nvidia assembled nearly 40 tech and cybersecurity giants for a new open-source AI defense coalition, but Meta was not among the listed founding members.
“Shades of John Chambers,” Burry wrote in an X post about Nvidia, referring to the person who helmed Cisco during its boom years until the 2000 dot-com bust.
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.
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.
An innovative British metals producer planning a £30m factory in the North East has warned it could relocate to the US or Japan unless it gets more taxpayer support.
An innovative British metals producer planning a £30m factory in the North East has warned it could relocate to the US or Japan unless it gets more taxpayer support.
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.
