News

Lam Research tops Q4 FY26 estimates as NAND revenues more than double sequentially and support sales hit a third straight record.

Robinhood Markets and a pair of resurgent AI infrastructure plays, Dell Technologies and Cisco Systems, lead this weekend's watchlist of five stocks near buy points. Joining HOOD and AI stocks DELL and CSCO are two IRL (in real life) stocks. Outfront Media, a real estate investment trust, focuses on billboard and transit advertising, while Match Group operates Tinder and other dating sites.

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

TECHnalysis Research President Bob O'Donnell joins Josh Lipton on Market Domination to break down Micron's (MU) strong earnings beat and what it could mean for a broader tech rally rebound.

Databricks on Tuesday said it agreed to buy the ‌startup Panther Labs, as the U.S. ‌data analytics provider pushes deeper into the cybersecurity business. The acquisition, ​Databricks' third in this area, furthers its aim to compete with security management incumbents like CrowdStrike and Cisco's Splunk. Databricks declined to comment on ‌the deal terms.

Zoom (ZM) is actively shedding its reputation as a single-use utility. Following a robust Q1 FY27 earnings beat and a speculative surge tied to Anthropic's IPO plans, shares have rallied to $112. As the stock trades at a notable premium, investors must determine if Zoom's AI-driven enterprise pivot truly justifies this momentum.

(Bloomberg) -- They were all stars of the dot-com era before fading into the background as the bubble burst and a new generation of tech darlings rose to the forefront. But Dell Technologies Inc., Nokia Oyj and Lenovo Group Ltd. are back with a vengeance thanks to the unrelenting artificial intelligence spending boom.Most Read from BloombergStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseCVS Returns Zepbound to Drug Plans

May 22 (Reuters) - The Dow Jones Industrial Average hit an intraday record high on Friday, its first since the U.S.-Iran war began, as AI-driven trade and market optimism over negotiations to end the

Friday’s CNBC Halftime Report on May 8 featured two very different AI market stories unfolding at the same time. One centered on growing optimism around Cisco Systems (NASDAQ:CSCO) ahead of earnings, while the other exploded mid-segment as Intel (NASDAQ:INTC) jumped double digits on reports of a preliminary chip manufacturing agreement with Apple (NASDAQ:AAPL). The Cisco ... Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings

Investing.com -- HSBC has upgraded Cisco Systems to Buy and raised its price target to $137 from $77, arguing that a stronger-than-expected AI infrastructure demand cycle has fundamentally reset the networking giant's growth profile.

Record $15.8 billion in revenue and a near-doubling of AI orders to $9 billion sent shares soaring.

President Trump and Chinese leader Xi Jinping agreed Iran shouldn't control the waterway. The S&P 500 rose 0.8%, and the Nasdaq Composite jumped 0.9%. Shares of Cerebras Systems priced at $185 in their public offering and opened trading at $350 on Thursday.

Cisco lifted its hyperscaler order target to $9 billion as its AI networking pivot gains traction.

President Trump and Chinese leader Xi Jinping agreed Iran shouldn't control the key waterway. The S&P 500 rose 0.8%, and the Nasdaq Composite jumped 0.9%. Shares of Cerebras Systems priced at $185 in their public offering and opened trading at $350 on Thursday.

AI-driven orders, record revenue, and a sweeping restructuring put this networking giant’s next phase under scrutiny, today, May 14, 2026.

The stock market hit highs as Nvidia led and AI chip IPO Cerebras soared in its debut, while Broadcom and Taiwan Semiconductor flashed buy signals. The Trump-Xi summit continues.

Cisco Systems Inc. jumped by the most in more than 14 years after the company delivered a better-than-anticipated sales forecast and announced plans to cut thousands of jobs, an attempt to focus on the fast-growing AI market. Revenue will be $16.7 billion to $16.9 billion in the fiscal fourth quarter, which runs through July, the company said in a statement Wednesday. Analysts estimated sales of $15.8 billion, according to data compiled by Bloomberg. The news signaled that Cisco, a four-decade-old stalwart of Silicon Valley, is successfully pivoting to the AI economy. Orders from data center customers are accelerating, and the company's restructuring plan is designed to further improve its position. Bloomberg's Ryan Vlastelica takes a closer look.

All three major US stock indexes were up in late-morning trading Thursday, as investors monitor news

Stocks opened higher after a pair of healthy economic reports, with the Dow getting a boost to 50,000 from Cisco’s strong earnings. The Dow was up 0.8%, to trade at 50,080.30. The picture for the U.S. economy is positive, with retail sales coming in healthy and jobless claims showing the labor market continues to hum.

Cisco Systems stock jumps after issuing a better than expected outlook.

Cisco stock jumped on strong earnings and job cuts, while chip maker Cerebras Systems made its market debut with a $5.55 billion IPO

May 14 (Reuters) - Futures tracking the S&P 500 and the Nasdaq rose to record highs on Thursday as Nvidia's shares jumped, while investors watched developments around the high-stakes U.S.-China summit

Investing.com -- Nokia shares jumped more than 7% on Thursday after Cisco reported quarterly results and issued guidance that topped Wall Street expectations, lifting sentiment across the broader networking sector.

Shares in Cisco Systems (CSCO) surged premarket after the company laid out plans to cut thousands of jobs to free up cash for artificial intelligence. In announcing it plans to shed about 5% of its workforce just this quarter, Cisco joins a number of companies making drastic cuts to adapt to the AI era—most recently GitLab (GTLB), which made headlines earlier this week when it outlined plans to shrink its footprint and headcount, scrap layers of management and use AI to automate certain functions. Cisco shares are up about 18% ahead of the opening bell.

(Updates with the latest stock price movement in the headline and the first paragraph.) Cisco Sys

Cisco reported record revenue and surging AI demand while announcing job cuts affecting thousands as it repositions for an AI-driven future.

(Bloomberg) -- Cisco Systems Inc. gained as much as 19% in late trading after the company delivered a better-than-anticipated sales forecast and announced plans to cut thousands of jobs, an attempt to focus on the fast-growing AI market.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands in China for Xi Trade Summit With Iran War in

The S&P 500 and Nasdaq ran higher, led by Google, Nvidia, Tesla and other titans. Cisco earnings beat while AI chipmaker Cerebras will price its IPO.

Cisco reported fiscal Q3 earnings and revenue that topped estimates. Cisco stock, which hit a record high on Wednesday, climbed on the news.

(Updates with details of restructuring plan and dividend in the eighth and ninth paragraphs.) Cis