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Cisco just posted its fifth straight earnings beat and the stock has surged over 60% in a year, yet most investors still think of it as the old router company. The AI order numbers buried in its latest report tell a very different story.

A shrinking share count has handed Dell holders faster earnings growth than the business itself produced, and the stock's run has just made that machine much costlier to keep running.

The stock is cheaper than the market on earnings, close to double the market on sales, and level with it on cash flow.

Okta (NasdaqGS: OKTA) appointed Scott Morgan as Chief Legal Officer, adding a seasoned legal leader with experience in technology growth and integrations. Morgan previously led legal functions at Splunk and played a key role in its expansion and integration into Cisco. The move comes as Okta develops AI-native identity security offerings and refines its governance and risk management approach. For a wider view on how leadership decisions can shape long term growth potential in tech, it can...

Here is a way to collect an attractive income on DELL now, which you keep whatever the stock does, in exchange for agreeing to sell your shares if the stock climbs above a higher price.

Arista has placed a nearly ten-billion-dollar bet on its future. The company's multiyear purchase commitments have almost tripled from a year ago, reaching approximately $9.7 billion. This is not just managing inventory; it is an aggressive move to secure years of components for an unprecedented demand cycle.

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

Cisco Systems (NasdaqGS: CSCO) is being highlighted as a key supplier in the global video streaming infrastructure market, which is seeing strong demand for live, low latency video and AI-enabled media workflows. Industry attention is shifting to vendors that can support expanded content delivery network capacity as streaming platforms, enterprises and cloud providers scale their video services. This focus places Cisco beyond its commonly discussed roles in networking and AI security and...

Arista's operating line runs far ahead of the market, but the margin on the volume it is locking in depends on which customers show up.

AI infrastructure orders hit $4 billion in quarter, driving record fiscal year results.

The options are charging only their usual premium, which makes the width of the price range a fact about the business rather than a mood in the market.

Palantir Stock Rises as Fresh AI Demand Keeps Post-Earnings Momentum Alive

Bank of America sees a stronger setup for Cisco after earnings, but one issue could determine whether the stock can deliver more upside.

CSCO's Q4 revenues surge 18%, and AI demand stays strong, but margin pressure, soft recurring growth and a premium valuation support a hold.

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 Wednesday ahead of the Fed minutes. Nvidia supplier SK Hynix jumps on a stock buyback.

Cisco’s latest quarter exceeded Wall Street’s revenue and adjusted profit expectations, but the market response was negative. Management attributed the strong sales to a surge in demand for AI-driven networking infrastructure, particularly from hyperscale cloud providers and enterprise customers, as well as robust product order momentum across geographies and segments. CEO Charles Robbins highlighted, “We delivered record revenue...with product revenue up 24% year-over-year,” citing broad-based

Belden shares surged after record quarterly results and AI data-center demand, while its $1.85 billion RUCKUS Networks acquisition and Buy-rated analyst outlook fuel further growth expectations.

Cisco's stock has the momentum of a genuine business transformation, but after a powerful run, investors must ask if the price of admission is simply too high.

LITE's 11.4X P/S signals a premium valuation, but AI-driven optics growth, rising margins and stronger FY27 estimates may support the case.

Cisco Systems stock has more than doubled over the past five years, yet current valuation checks suggest it now looks closer to fairly priced than obviously cheap, even after the recent pullback following strong AI related news. Over five years, Cisco Systems has delivered a total return of about 122%, which places current decisions more in the category of managing an established gain rather than betting on an early stage recovery. The ramp up in AI infrastructure demand and internal use of...

Fabrinet shares fell despite record Q4 FY2026 revenue and strong guidance, as heavy capital spending weighed on GAAP results while AI-driven demand and analyst ratings remained solid.

The London Company, an investment management company, released its second-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter can be downloaded here. U.S. equities rebounded in Q2, with the Russell 3000 rising 15.4% and the S&P 500 achieving its best quarter since 2020, driven by AI infrastructure spending […]

Cisco is forecasting a large year of growth, but analysts on its latest call pressed on the sustainability of the boom and its cost. Here's what management's answers revealed.

The record quarter was carried by the product line and by price increases taken to cover memory costs, and a heavier hardware mix, together with those memory costs, is what pulled product margin down.

Cisco's post-earnings sell-off spotlights four ETFs offering exposure to its AI-driven growth while cushioning single-stock risks.

Stock Market Today: The Dow Jones index drops, but the Nasdaq rises as memory-chip stocks Micron and Sandisk rally sharply.

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.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

Shares of networking technology giant Cisco (NASDAQ:CSCO) fell 9% in the afternoon session after the company reported fourth-quarter fiscal 2026 results that beat Wall Street's expectations for both revenue and profit. Cisco posted record revenue of $17.3 billion, growing 18% year over year and surpassing analyst estimates. Non-GAAP earnings per share came in at $1.22, also beating consensus forecasts. Furthermore, Cisco provided an optimistic outlook, guiding fiscal 2027 revenue to $72.2–$73.4