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Self-hosted agents widen Cisco's addressable market while pricing and customer commitments remain undisclosed.

Oklo is more likely than Nvidia to grow tenfold over the next 10 years.

Ciena just bounced hard off a brutal month-long slide, and the buying looks less like optimism and more like investors finally catching up to a number management dropped weeks ago.

Arista Networks (ANET) stock rose 40.6% between mid-March and mid-September 2026, against 15.5% for the S&P 500. Arista sells the Ethernet switches, its Etherlink line among them, that tie AI accelerators together inside a data center, largely for its biggest customers, the cloud and AI titans. The August guidance raise, the third of 2026, rested on supply, a bottleneck management had described since the autumn of 2025.

Cisco has introduced advanced Splunk integrations and an extended partnership with Nvidia to give enterprises real-time spend tracking and AI-driven security automation.

Hewlett Packard Enterprise (HPE) stock has run from about $24 to roughly $62 over the past year, a gain of about 159% against close to 19% for the S&P 500. That move was legible in advance, but only one place told you which way. The order book moved long before the profit line did.

Dell Technologies (DELL) has returned more than 360% over the past year and now sits right at the top of its 52-week range. Measured against sales it is still cheaper than the S&P 500. Measured against the cash it produces, it costs about twice the index. Both readings describe the same company, and the gap is the decision.

AMD's 34% revenue surge and 12.5% net margin contrast sharply with ASML's 29.4% profitability and $12.3 billion in free cash flow.

Nvidia's chief sees continuous AI defense following coding, placing Cisco's security and networking platforms inside the next demand contest.

Wall Street snapped a four-day losing streak as falling oil prices and strong gains for several tech stocks offset inflation fears and rising rate-hike odds.

Networking stocks are surging well beyond the broader tech sector, and no earnings report, contract award, or company announcement explains why Ciena, Arista, and Cisco are all moving together on the same Friday afternoon.

Ciena targets at least 30% fiscal 2027 revenue growth as AI demand rises, but its premium valuation, supply risks and cloud concentration raise the stakes.

Stock Market Today: The Dow Jones index rises Friday ahead of imminent CPI inflation report. Oracle stock jumps on earnings.

Palantir Technologies (NASDAQ:PLTR) used its AIPCon event to highlight customer deployments of its Foundry, Ontology and Artificial Intelligence Platform products across supply chains, aviation safety, defense manufacturing, insurance, media, pharmaceuticals and industrial operations. Speakers repea

Fortinet's premium P/S faces scrutiny, but raised 2026 guidance, AI-security demand and expanding margins support buying now.

Bending Spoons is buying Miro for $1.36B, a huge dip in valuation for the workplace collaboration startup, which was valued at $17.5B in late 2021.

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

On August 31, Advanced Micro Devices, Inc. (NASDAQ:AMD), Cisco Systems, Inc. (NASDAQ:CSCO), and Humain announced that their joint AI infrastructure buildout in Saudi Arabia is officially live. The deployment links AMD’s Instinct MI355X GPUs and EPYC CPUs directly with Cisco’s Silicon One-based 800G switches, giving Humain a foundation to offer GPU-as-a-service across the Middle East. […]

Zacks.com users have recently been watching Cisco (CSCO) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Today, Sept. 3, 2026, the enterprise infrastructure provider posted $12.2 billion in quarterly revenue, while analysts raised price targets, signaling sustained momentum in AI infrastructure.

Astera Labs is gaining momentum from strong Scorpio, Aries and Taurus demand, with robust third-quarter growth expectations supporting its AI infrastructure story.

Cisco has had an impressive run over the past six months as its shares have beaten the S&P 500 by 26.4%. The stock now trades at $109.75, marking a 38.2% gain. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

Deutsche Bank Unveils Its Top AI Hardware Stocks as Demand Keeps Growing

Rising cyber threats and growing AI adoption create long-term growth opportunities for cybersecurity companies with AI-powered platforms.

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.

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

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.

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.

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...