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In recent days, AMD, Cisco and HUMAIN detailed plans to expand their joint AI infrastructure in Saudi Arabia to as much as 1 GW by 2030, while Cisco also introduced a Sovereign Critical Infrastructure portfolio in Canada for air-gapped, on‑premises deployments across key sectors. Taken together, these moves show Cisco pushing deeper into sovereign AI and critical infrastructure, targeting customers that need high‑performance compute alongside strict data residency and control. We’ll now...

AMD and Cisco plan to expand HUMAIN's infrastructure to 250 MW from 2027 and as much as 1 GW by 2030.

New Saudi AI Platform Puts AMD Chips to Work

Salesforce's AI momentum, stronger cash flow and raised guidance fuel its post-earnings rally, but investment gains cloud the EPS picture.

Jim Cramer just put a Brazilian mining giant in the same sentence as cryptocurrency, and his reasoning has everything to do with where he thinks inflation is headed next.

Cisco Systems has outperformed the Telecommunications industry over the past year, and analysts are cautiously optimistic about the stock’s prospects.

Okta surged after strong Q2 results, with accelerating bookings, enterprise demand and AI-agent security boosting its growth outlook.

Cisco and Supermicro are expanding their roles in AI infrastructure, but their vastly different risk profiles could make one stock a much more attractive investment than the other.

Jim Cramer thought Caterpillar gave a viewer's portfolio real diversification until he looked closer and realized one quiet shift in the company's business had turned it into something else entirely.

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.

Cramer remains bullish on the tech goliath despite its conservative guidance.

On CNBC’s “Mad Money Lightning Round,” Jim Cramer recommended buying Cisco Systems Inc., noting that it had a really good quarter. “I know that they gave very conservative guidance, but that’s all it was,” he added. On Aug. 12, Cisco...

The video-call giant is generating far more cash than the average company, yet the market is treating it like a business in decline. Here’s the offer on the table.

Consensus cuts the stock's earnings multiple by about a third within two years, and what decides whether that happens is component supply rather than customer demand.

Its five-year correlation to the broad market leaves real room for behavior of its own, but the swing that comes with it is far wider than the index's.

A single-session gain that looks like a verdict on the company's acquisitions arrived with its rivals repricing alongside it, which leaves the company's own test still ahead.

OKTA shares jump 28.63% after Q2 results beat estimates, as stronger bookings, enterprise demand and AI-agent security boosted its outlook.

Dell Technologies' record $51.3B AI backlog and rising server demand fuel ISG growth, but supply constraints and pricing pressure remain key risks.

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.

Cisco Systems (NasdaqGS:CSCO) launched a Sovereign Critical Infrastructure portfolio in Canada, targeting sectors that require national control of data and networks. The company expanded its Secure AI Factory through partnerships with NVIDIA and Supermicro to support liquid cooled, high density AI infrastructure. The expanded offering is aimed at enterprises, neocloud providers, and sovereign cloud customers looking to run AI workloads with integrated compute, cooling, and AI focused...

The company’s stock soared more than 20% Thursday after it beat expectations in its fiscal second-quarter earnings.

Cisco is navigating a shortage that’s squeezing the whole AI infrastructure industry.

Nvidia Corp‘s next AI breakthrough may not be inside its chips—it could be in how they’re cooled. Cisco Systems, Inc‘s latest expansion of its AI infrastructure partnership with Nvidia highlights a growing industry shift toward liquid cooling. It reinforces forecasts...

The AI megatrend may still be young, but the focus for businesses is shifting from buying chips to monetizing AI across infrastructure, cloud, and software.

The forward valuation looks like a discount, but what closes it is low-margin server volume, and consensus already sits above what management guided.

Three quarterly dividend payers from the S&P 500 can cover every calendar month without touching a single REIT or BDC, and one of them has sent shareholders a check every year since Woodrow Wilson was president.

Cisco's strong hyperscaler AI orders, networking growth and expanding security portfolio give it an edge over Hewlett Packard Enterprise for long-term investors.

The options market is charging more than this stock's own past year of movement would justify, and the range it prices runs from a level inside the past year's trading range to one well above the top of it.

Networking-equipment maker Cisco rolled out a personal AI agent for all of its 90,000 global employees this week. The AI agent, called MyAgent, is personalized to each employee, Cisco Executive Vice President of Operations Thimaya Subaiya recently told me in an exclusive interview. Cisco’s AI agent program is one of the first examples of a widespread agent rollout inside a large company, and one where the autonomous bots are set to accomplish a variety of tasks on behalf of their humans.

The Magnificent Seven barely budged this year, yet markets keep hitting new highs. A JPMorgan strategist points to a quieter group of companies now driving the AI rally, and their order backlogs suggest the real gains may just be getting started.