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The First Trust Nasdaq Cybersecurity ETF pushed toward its first record close in over a month Monday — with CrowdStrike, JFrog, Palo Alto Networks, and Fortinet all notching intraday record highs.
CSCO's networking business is gaining momentum as AI infrastructure demand, campus refresh projects and hyperscaler deployments fuel a broader growth cycle.
Equinix, Inc. (NASDAQ:EQIX) is one of the 10 Best Pick and Shovel AI Stocks to Invest In. On July 1, 2026, Barclays raised its price target on Equinix, Inc. (NASDAQ:EQIX) to $1,130 from $1,109 and kept an Equal Weight rating. Barclays raised targets across the communications infrastructure real estate investment trust group, citing higher growth […]
CSCO, JCI and CVE are highlighted as AI investment and sector rankings shape Zacks' July market strategy.
Equinix Inc. (NASDAQ:EQIX) ranks among the best real estate and realty stocks to invest in according to hedge funds. Following meetings at the Nareit REITweek conference, Stifel reiterated its Buy rating and $1,250 price target for Equinix Inc. (NASDAQ:EQIX) on June 4. The firm stated it is still optimistic about Equinix’s capacity to profit from […]
Cisco is up 46% in 2026 while Oracle has slid 25%, and Wall Street sees up to 185% upside for one of them. Here's how the two tech giants compare on value, yield, and dividend growth.
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.
Global cybersecurity spending is forecast to exceed $300 billion in 2026, and the catalyst is no longer abstract. AI agents now outnumber human identities within enterprises by roughly 109 to 1; Fortinet’s threat report logged a 389% year-over-year jump in ransomware victims; and Check Point measured a 51-point gap between corporate AI adoption and security ... Cybersecurity Spending Just Crossed $300 Billion and These 3 ETFs Are the Cleanest Plays on the AI Era Attack Surface
Here is how Cisco Systems (CSCO) and Arteris, Inc. (AIP) have performed compared to their sector so far this year.
Arista has surged 56% in a year as AI networking demand drives growth, but can strong momentum outweigh customer concentration, competition and higher R&D?
Cisco Systems stock has delivered a strong 142.4% return over the past 5 years, yet the latest valuation work suggests the price now sits at a premium to its intrinsic value estimate, while market multiples look roughly in line with peers. A 142.4% gain over 5 years signals that long term holders have already enjoyed substantial returns, so fresh buyers are stepping in at a very different entry point. Growing expectations around Cisco’s role in AI driven networking and cloud managed...
In the most recent trading session, Cisco Systems (CSCO) closed at $112.69, indicating a -3.69% shift from the previous trading day.
ALAB's AI connectivity portfolio and strong Q2 outlook support growth, but premium valuation, rising costs, and intense competition remain key risks.
Here’s how AI agents are changing the game at Cisco.
Cisco Systems (NASDAQ:CSCO) has quietly become one of the most compelling AI infrastructure plays in the market, even as retail chatter has turned sour. The company just posted record quarterly revenue of $15.8 billion, raised full-year guidance, and told investors it now expects to book $9 billion in AI infrastructure orders from hyperscalers in FY26. ... Cisco’s Forecast Beats the Bearish Retail Crowd. Here’s the Target
AMD, Lam Research and Cisco headline new analyst reports as AI demand, semiconductor spending and networking trends drive growth across featured stocks.
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.
AMD's AI-driven data center growth, Lam Research's chip equipment momentum and Cisco's AI demand headline today's top analyst reports.
Cisco (CSCO) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
With the announcement of the first custom AI chip from OpenAI, Wedbush has another reason to be bullish on Broadcom.