High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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.
Fortinet's premium P/S faces scrutiny, but raised 2026 guidance, AI-security demand and expanding margins support buying now.
Bending Spoons is buying Miro for $1.36B, a huge dip in valuation for the workplace collaboration startup, which was valued at $17.5B in late 2021.
Here is how Cisco Systems (CSCO) and Five9 (FIVN) have performed compared to their sector so far this year.
Based on the average brokerage recommendation (ABR), Cisco (CSCO) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
Palo Alto Networks (PANW) has returned 71.4% over the past year and trades about 15% below its 52-week high. You can be paid now for agreeing to buy the shares well below today's price, and you keep that payment either way. The catch: the stock has to fall a long way first, and the slowdown management has already guided to is in the growth measures, not in the company total.
Arista Networks (ANET) trades near $195, and its option chain prices a range for the coming twelve months running from a floor near $112.90 to a ceiling of $336.68. That spread is wide enough to change what a sensible position looks like. The options market is pricing this move at almost exactly what the stock has already delivered, 0.98 times realized volatility, hardly the calmer outcome the wide band might suggest.
Cisco Systems (CSCO) trades near $109, about 16% below its 52-week high, after falling 10.1% over the past month. It is still up 66.6% over the trailing twelve months, against 19.3% for the S&P 500. Its own record since 2007 says a stock like this falls about as hard as the market and has usually come back within months, though its deepest shock-era fall took years. What Cisco sells, and who buys it, has changed since that record was set.
On August 31, Advanced Micro Devices, Inc. (NASDAQ:AMD), Cisco Systems, Inc. (NASDAQ:CSCO), and Humain announced that their joint AI infrastructure buildout in Saudi Arabia is officially live. The deployment links AMD’s Instinct MI355X GPUs and EPYC CPUs directly with Cisco’s Silicon One-based 800G switches, giving Humain a foundation to offer GPU-as-a-service across the Middle East. […]
A fourteenfold token surge strengthens Cisco's network thesis while hardware-heavy growth threatens gross margins.
Humain is lining up an IPO and billions in new capital to supercharge its data center buildout and broader AI ambitions. But sequencing projects and securing customers could prove a challenge.
Cisco Systems (NASDAQ:CSCO) executives said demand tied to artificial intelligence, infrastructure modernization and security is supporting what the company views as a multi-year networking growth cycle. Speaking at the Goldman Sachs Communacopia + Technology Conference, President and Chief Product
Dell Technologies (DELL) trades at $524.14, right at its 52-week high, after a 321.7% run over the past year. The easy read is that you are late to an AI server trade, and that the $95 billion AI backlog is the number deciding what happens next. The analysts who cover the company full-time barely used their questions on the backlog: two of the nine touched on it.
Cybersecurity demand is surging on AI growth, with stocks like Palo Alto, CrowdStrike, and Okta, plus ETFs HACK, CIBR, and BUG, rallying despite chart patterns signaling a possible correction.
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.
CIEN's 17% monthly decline raises entry-point questions as supply limits growth, while AI demand, backlog and guidance signal strong momentum.
Zacks.com users have recently been watching Cisco (CSCO) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Urban Decay co-founder Wende Zomnir built a beauty empire from the ground up, then sold it to cosmetics giant L'Oréal. Now she's starting over with her new brand, Caliray, and proving founders can disrupt the same industry twice.
Back in 1979, Ken Fisher started his investment firm, Fisher Investments, with $250 and faith in his own competence. He used the money, and his confidence was justified; today Fisher Investments and its affiliates manage more than $441 billion in assets, and Fisher’s personal fortune stands at approximately $15 billion. While wealth alone does not confer wisdom, the ability to accumulate wealth can signal a clear-eyed view of the prevailing financial currents. Which makes it interesting to read
Cisco Systems has more than doubled investors' money over the past five years, yet current valuation checks point to a stock that still screens as cheap relative to its estimated intrinsic value. Recent AI infrastructure announcements and security headlines add fresh context to a story that is increasingly about how much of Cisco's cash flow potential is already in the price. The stock has returned 116.9% over the past five years, which puts extra focus on whether recent gains already...
Thinking Machines Lab, the AI startup founded by former OpenAI CTO Mira Murati, is in talks to raise between $5 billion and $6 billion at a pre-money valuation of at least $40 billion. Nvidia is separately in discussions to invest approximately $2.5 billion, while existing backer Accel is reportedly in talks to lead the round. […]
Cisco Systems (CSCO) stock has returned about 64% over the past year, against roughly 21% for the S&P 500. The easy explanation is that Cisco sells the switches and optics that hyperscalers are buying for AI. That business is real, and it is the smaller part of the story. The larger part is that the rest of Cisco started growing again, much of it as customers ready their networks for AI.
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.
Arista Networks has surged 37.3% in six months as AI demand, supply-chain gains and strong cash flow fuel its growth outlook.
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.
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