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Today, Sept. 3, 2026, the enterprise infrastructure provider posted $12.2 billion in quarterly revenue, while analysts raised price targets, signaling sustained momentum in AI infrastructure.
Astera Labs is gaining momentum from strong Scorpio, Aries and Taurus demand, with robust third-quarter growth expectations supporting its AI infrastructure story.
Ciena just posted a record quarter with earnings well above estimates, yet its stock cratered 10% while networking peers Arista and Cisco held firm or climbed. The divergence points to a specific pressure point that separates Ciena's story from the broader AI networking boom.
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.
Ciena (CIEN) raised its full-year revenue outlook on Thursday as the networking systems and software
Super Micro Computer (NasdaqGS:SMCI) announced a new partnership with Cisco to supply high density liquid and air cooled compute systems for AI infrastructure. The company’s systems will be integrated into Cisco’s Secure AI Factory architecture, which uses NVIDIA technologies for enterprise, neocloud and sovereign cloud customers. The collaboration broadens Super Micro Computer’s access to rack scale and dense GPU systems that are validated for Cisco’s AI offerings. Consider broadening your...
Advanced Micro Devices (AMD) stock is back in focus after the company and partners Cisco and HUMAIN outlined plans to deploy up to 250 MW of AI infrastructure in Saudi Arabia starting in 2027. Despite the Saudi AI announcement and other partnerships around secure AI infrastructure, Advanced Micro Devices’ recent share price has eased, with the 7-day share price return down 4.08% and the 90-day share price return down 15.28%. At the same time, the year-to-date share price return is up 105.67%...
AMD is scaling its Saudi AI push with HUMAIN, targeting 250 MW from 2027 and up to 1 GW by 2030 as it challenges NVIDIA and Broadcom.
Burry's biggest risk factor for Nvidia continues to rise, but so has its revenue.
Elon Musk brought a staggering AI economic forecast to G20 policymakers, but Wall Street skeptics are raising pointed questions about the gap between today's debt-fueled buildout and the payoff Musk envisions.
Two of the technology sector’s most recognizable dividend payers just moved cash to shareholders, and the checks could not tell more different stories. Cisco Systems (NASDAQ:CSCO) sent its $0.42 quarterly payment on July 22, 2026, with the next installment lined up for October 21. International Business Machines (NYSE:IBM) is cutting checks for $1.69 per share […]
Cisco is posting hyperscaler AI order numbers that would make pure-play networking rivals jealous, yet its valuation still reflects a company selling switches to office parks. Something in that gap deserves a closer look.
Cisco has had an impressive run over the past six months as its shares have beaten the S&P 500 by 26.4%. The stock now trades at $109.75, marking a 38.2% gain. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.
Dell reported better-than-expected second-quarter financial results after the stock market closed on Tuesday.
Cisco Systems (NasdaqGS:CSCO) disclosed that a China linked group known as "Fire Ant" has been targeting Cisco IOS XR routers in a cyber espionage campaign. The threat actor has reportedly secured persistent access to high value network infrastructure, raising concerns over the security of affected routers and customer traffic. The incident highlights elevated cyber risks around Cisco's core networking platforms, which are distinct from its recently discussed AI infrastructure and sovereign...
The chips aren't just planned anymore. They're running and serving customers -- and an earlier agreement already puts a rough dollar figure on what comes next.
Customers are already using the new system. What’s coming in 2027 is far bigger.
Dell is scheduled to report second-quarter financial results after the stock market closes on Tuesday.
Wall Street analysts reshuffled their ratings on September 1st with some dramatic target price swings, including one major utility stock getting its target slashed nearly in half while a red-hot language app saw its target doubled overnight.
Dell is scheduled to report second-quarter financial results after the stock market closes on Tuesday.
The width of that range is not the market panicking; it reflects how far and how quickly the stock has already run, not fresh doubt about the setup, and the cost of owning a company whose own revenue guidance moved by billions in a single quarter.
Advanced Micro Devices Inc stock was little changed in Monday premarket trading as the chipmaker announced it was expanding its AI infrastructure footprint in Saudi Arabia.AMD shares are also trading below their June peak, keeping attention on whether the stock...
AMD stock gains after launching a new AI platform in Saudi Arabia in collaboration with Cisco. But does that warrant buying AMD shares? Let’s find out!
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