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Michael O’Rourke, chief investment strategist at JonesTrading, sees echoes of the dot-com era in today’s market. He likes large-cap pharma and consumer staples.

This is an aggressive supply-chase year for Arista Networks. The company builds high-performance networking gear for its two largest partners, Microsoft and Meta.

There are several key catalysts, including upgrades to networking equipment, demand for artificial intelligence, and cybersecurity.

Super Micro Computer (NasdaqGS:SMCI) is expanding its AI infrastructure partnership with Cisco and NVIDIA to deliver integrated rack scale solutions for neocloud and sovereign cloud customers. The collaboration incorporates Supermicro high density, liquid cooled and air cooled servers into Cisco's Secure AI Factory infrastructure for next generation AI data centers. The joint offering is aimed at enterprises and cloud providers that want to deploy efficient and secure AI workloads at...

Management raised the bar on its future, and after a moment of doubt, investors have been piling in ever since, forcing a critical question about how much momentum is left.

Cisco putting Super Micro's liquid-cooled servers in its own AI product line ended a slide the record order book had not.

A new partnership pulls rack-scale compute into Cisco’s stack, and it changes who else gets a cut of the AI buildout.

CSCO expands its Secure AI Factory with NVIDIA, embedding security into AI infrastructure as cyber threats rise and competition intensifies.

The AI order book was public and escalating for three straight quarters before the shares moved.

Teradyne's AI-driven datacenter growth, strong memory demand, and strategic moves strengthen its prospects against Cisco Systems and Vertiv.

Baird tech strategist Ted Mortonson comes on Market Domination Overtime to discuss his forecasts on hyperscaler capex spending, as well as the industries expected to become most prominent in the tech trade's latest phase.

Super Micro received a big boost from Cisco today.

Management put a stunning new number on its full-year earnings, and the market is buying the story. But the real question is whether this is a new era of growth or customers pulling forward tomorrow's demand into today.

The company's AI story is a powerful one, but its long-term success hinges on a single customer metric worth watching closely as the easy growth phase ends.

The partnership brings dense GPU systems and liquid cooling together.

LITE's 1.6T transceiver and 200G laser ramps support AI connectivity growth as capacity expands amid tight supply and tougher competition.

A LinkedIn user said Anthropic’s Claude turned a two-year Wi-Fi frustration into a 10-minute fix, boosting his reported download speed from about 90 Mbps to 292 Mbps on a connection rated for 300 Mbps. Claude Finds Three Hidden Wi-Fi Problems...

Cisco Systems (CSCO) is back in focus after management highlighted strong AI related orders, provided upbeat guidance for fiscal 2027 AI infrastructure revenue, and announced an expanded Secure AI Factory partnership with NVIDIA and Supermicro. See our latest analysis for Cisco Systems. Cisco Systems shares have eased in the short term, with the 1 month share price return down 3.45% and the 3 month share price return down 6.85%. However, the stock still shows strong momentum, highlighted by a...

Here is how Cisco Systems (CSCO) and Five9 (FIVN) have performed compared to their sector so far this year.

According to the average brokerage recommendation (ABR), one should invest in Cisco (CSCO). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

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.

Stock Market Today: The Dow Jones index rises Tuesday as Treasury yields drop. Nvidia, Micron and Sandisk rebound premarket.

Cisco is partnering with Supermicro to add high-powered AI servers to its Nvidia-backed infrastructure offering, expanding beyond networking to sell more of the equipment needed to run AI.

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.

Consensus has the earnings arriving, and the multiple falling, yet the scenario that follows leaves a holder within a few percent of today's price unless the market goes on paying a richer forward multiple than it does today.

The company's multiyear purchase commitments have nearly tripled in a year while its view of customer demand still reaches only two quarters out.

On August 12, 2026, Cisco Systems, Inc. (NASDAQ:CSCO) reported fiscal fourth-quarter earnings and revenue that beat Wall Street estimates and issued guidance well above expectations. Shares still fell as much as 8.4% the following trading day. Why This Matters Cisco’s actual numbers were strong by almost any measure, but investors sold the stock anyway, while […]

Nvidia grabs the AI headlines, but a 69% gain over the past year hints that a quieter networking giant may be capturing just as much of the buildout. The question is whether Cisco's biggest surge is still ahead or already priced in.

Though Cisco Systems and Cerebras have bulging order books, they face some major challenges.

Networking equipment provider Cisco Systems, Inc. (NASDAQ:CSCO)’s shares are up by more than 60% over the past year and by more than 40% year-to-date. With the AI buildout in full swing, the firm has benefited from the demand for its products from data centers. This was evident through Cisco Systems, Inc. (NASDAQ:CSCO)’s fiscal Q4 revenue […]