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Cisco stock has surged as AI networking, optics, Splunk and hyperscaler spending transform the company into an infrastructure winner.

Ciena's optical networking systems became essential AI infrastructure in 2026. But the rally came with a hefty dose of valuation risk.

CIEN is riding the AI-driven optical networking demand, record revenue and a growing backlog. See what's fueling its outlook despite supply constraints.

S&P 500 earnings are expected to soar in Q2. Will these companies see it too?

AMZN, GOOGL, CSCO, NET and PLTR are five cloud computing stocks positioned to benefit from AI-driven expanding data center growth in 2H 2026.

More than simply catching the AI updraft, the networking gear maker built a backlog that has investors asking if this time is truly different.

At Cisco Live US 2026, Rafay Systems became a Cisco Solutions Plus partner, allowing customers to buy Rafay’s orchestration and governance platform on the same purchase order as Cisco’s Nexus One AI infrastructure to support multi-tenant AI cloud deployments. This partnership gives Cisco’s AI networking hardware a tightly integrated software layer aimed at speeding customers’ AI cloud rollout and improving utilization of their GPU resources. We’ll now explore how Cisco’s deeper integration...

Micron and Sandisk soared as the Nasdaq reclaimed key support, but are they actionable? Delta, Taiwan Semi, SK Hynix loom.

Cisco Systems is involved in a new U.S. Army IT modernization contract worth $230 million over 12 months. The agreement, routed through World Wide Technology, covers enterprise wide upgrades to Army IT infrastructure, software, hardware, and training. Cisco is also partnering with the College Board to co develop and support a new AP Cybersecurity course for nationwide rollout. The education initiative targets the global cyber talent shortage by bringing cybersecurity content into U.S. high...

Cisco Systems Inc. (NASDAQ:CSCO) is one of the best QQQ Stocks to invest in. On July 2, Cisco and the College Board announced that a new AP Cybersecurity course will launch for the 2026-2027 school year as part of the AP Career Kickstart program. Cisco Networking Academy will support this initiative by providing schools with […]

Starboard Value just secured two board seats at Dynatrace and a billion-dollar buyback authorization, moves that echo its Splunk campaign almost exactly before Cisco swooped in with a $28 billion offer. Whether history repeats depends on signals that are only starting to emerge.

The server maker is at the heart of the AI buildout and pivoting to more profitable solutions, but a legal cloud and large cash consumption create a sharp trade-off for investors.

After a steep fall from its pandemic highs, the market has left Zoom for dead, but the company's vital signs tell a different story.

In the closing of the recent trading day, Cisco Systems (CSCO) stood at $113.82, denoting a +1.82% move from the preceding trading day.

Tech billionaire Vinod Khosla's appetite for risk dates back to 1976, when he first came to the U.S. from India, knowing no one but driven by his ambition to start his own company. He breaks down how he applies risk to his own life—and his investing.

The cybersecurity giant is surging, but its real value to your portfolio lies in how it moves on its own.

The secret to the cybersecurity firm's explosive surge lay beyond the headline financials: a new type of customer management had just started talking about.

While the market debates the company's growth prospects, its unusual cash flow mechanics are quietly compounding value for owners.

AI stocks are soaring, but so did tech in 2000. Here's what the dot-com crash, Cisco, and today's concentration risk reveal about whether the AI bubble is real, and what it means for your money.

SAIL is betting AI agents and non-human identities can turn identity security into a broader enterprise control layer, though monetization remains early.

SAIL's SaaS ARR growth, AI identity push and migration upside support its expansion, but timing risks keep the near-term setup balanced.

Cisco Systems (CSCO) is back in focus after the company raised its fiscal 2026 revenue and earnings outlook, outlined a restructuring toward silicon, optics, security and AI, and deepened its AI partnership with Rafay Systems. See our latest analysis for Cisco Systems. At a share price of $113.98, Cisco Systems has eased in the short term, with a 7 day share price return of 3.16% and a 30 day share price return of 6.30%. However, the 90 day share price return of 41.27% and 1 year total...

Recently, Zacks.com users have been paying close attention to Cisco (CSCO). This makes it worthwhile to examine what the stock has in store.

FLEX is benefiting from robust AI data center demand, expanding power infrastructure opportunities, improving margins and strategic acquisitions.

The company is seeing the best demand in its history as AI buildouts accelerate, but it's also warning that severe supply shortages could cap that growth for years.

MARKETS AM NEWSLETTER Blowout results from Korean chip maker Samsung fell flat as investors got cold feet about sky-high prices for memory stocks. Tech stocks look set to open lower on the very day that SpaceX will appear in the most popular vehicle U.

(Updates with market moves at the end of the day.) The Dow Jones Industrial Average clinched a fr

Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at how cybersecurity stocks are now outpacing semiconductor names in 2026.

If you hold shares in this networking giant, you are already exposed to a notably large potential swing in its value over the next year.