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Cisco Systems, Inc. (NASDAQ:CSCO) is seeking to expand Splunk’s role in enterprise AI. That matters because it could give the networking giant another avenue to monetize the AI infrastructure buildout beyond hardware sales. At the 2026 Splunk conference in Denver this week (Sept. 14-17), Cisco introduced the Cisco AI POD for Splunk. This solution brings […]

IBM has raised its dividend for three decades straight, but the latest increase fits on a penny. Before counting on that income to keep pace with rising costs, retirees should understand what the streak actually delivers.

Super Micro Computer (SMCI) stock rose 9.5% on Thursday, September 17, closing just over $40. The move followed a bullish call on how big the market for AI servers gets. That call may well be right. But it answers a question Super Micro's own results never raised. That is why one big session tells you less than it looks like it does.

CSCO's 8% three-month drop reflects margin and recurring-growth concerns, but surging AI demand and networking refresh opportunities support its outlook.

Hewlett Packard Enterprise (HPE) has returned 156% over the trailing twelve months, and the stock now sits right at the top of its 52-week range. The next leg is the hard one. What could power it is already on the company's books: orders it has taken and cannot yet ship.

Dell Technologies (DELL) stock trades at about $588, and the options market has already priced where it is most likely to sit twelve months from now: there is a two-in-three chance it lands between roughly $290 and roughly $1,180. That band is what a holder is carrying, in dollars. It prices the size of the move and says nothing about the direction. The size is the part worth your attention.

Arista Networks (ANET) has gained 5.6% over the last five trading days while the S&P 500 added 0.6%. A gap like that pulls buyers in. But the five-day move is not the question. The real one is what owning Arista does to your money every time the market moves, because it travels much further than the index in both directions.

Fed rate hikes, stubborn inflation and higher borrowing costs have pushed investors to care more about balance sheet strength than headline stories. That shift can reward stocks with solid cash flows while leaving weaker businesses exposed to the same news. This article cuts through the noise by focusing on quality. You will see three large cap stocks from our screener that appear better positioned to handle the Fed’s latest move. The three stocks below are just a starting sample from this...

Earlier this month, Verizon expanded its 6G Innovation Forum by adding nine major partners, including AWS, Cisco, Intel, MediaTek, NVIDIA and others, and showcased ISAC-based crowd sensing, drone and vehicle tracking, and AI-powered fan experiences that use 5G Advanced and edge computing as a stepping stone toward future 6G capabilities. This broad, multi-partner push into 6G architectures and network-native sensing underscores how Verizon is working to position its network as a platform for...

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

Cisco Systems (CSCO) grew revenue more slowly over the last twelve months than any other company in its peer group. Yet it trades on almost the same earnings multiple as Dell Technologies, the fastest grower of the five. Trailing growth does not explain that price on its own. Cisco's last quarter grew 18%, well ahead of its 11.8% twelve-month figure. The rest of the case rests on AI networking orders that are running well ahead of the revenue Cisco has booked from them.

Cisco, Lam Research and Thermo Fisher highlight AI, networking and life-science demand, while microcaps Ampco-Pittsburgh and Catalyst Bancorp offer added depth.

Dell Technologies (DELL) stock has returned 334% over the past year, against 16% for the S&P 500. The easy explanation is AI orders, but it is incomplete. The bigger change is what happened to the rest of Dell.

Ciena (CIEN) trades near $334, a little over half its 52-week high, and the easy read on an AI networking supplier down that far is that it has gone on sale. It is still up more than 150% over the past year, and the company has just guided fiscal 2027 to record profitability. The risk here is not demand. It is what the new prices are attached to.

Cisco, Lam Research and Thermo Fisher headline today's research reports, with AI demand, customer activity and growth strategies in focus.

On-premises deployment widens Splunk's market while real-time cost monitoring attacks a major obstacle to enterprise adoption.

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

Amazon.com's (AMZN) Amazon Web Services said it could not restore access to cloud-computing infrastr

Cisco (CSCO) President and Chief Product Officer Jeetu Patel joins Yahoo Finance Executive Editor Brian Sozzi to discuss how cybersecurity needs to keep pace with AI threats and will require industrywide collaboration.

Cisco Systems is gaining Splunk momentum with new AI security and observability tools as Datadog and CrowdStrike expand rival capabilities.

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.

Cisco Systems recently expanded its Splunk AI portfolio through new on-premises offerings such as Cisco AI POD for Splunk, deepened its partnership with NVIDIA, and formalized a multi-year co-development agreement with AWS to build AI-driven security and observability solutions across hybrid environments. By combining real-time AI cost tracking, agentic security operations, and flexible model hosting that keeps data within customer-controlled infrastructure, Cisco is positioning Splunk as a...

Cisco President Jeetu Patel says AI guardrails must move at the same pace as the technology.

Arista Networks (ANET) trades near $188, about where it stood before its August report raised its 2026 revenue outlook for the third time. The easy read is that the market has yet to price that forecast. It already did, once. The market paid for that forecast in August and has since handed most of that payment back, leaving you a claim on the next raise.

Infleqtion is partnering with Cisco Systems to advance quantum networking systems.

Cisco Systems (CSCO) closed fiscal 2026 with record revenue of $63.3 billion, and the stock has returned 66% over the past year. Read its last two August earnings calls, though, and the pitch changed. In August 2025 the CEO pitched a refresh of the installed campus switching base. In August 2026 the lead was a networking super cycle, with hyperscaler AI orders up triple digits. How much of the business actually moved.

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.

Splunk's new deployment gives customers local control while Cisco chases an 87.5% AI-revenue increase.

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

Dell Technologies (DELL) has returned more than 330% over the past twelve months, and it still cannot build as much as its customers want. You can be paid today for agreeing to buy the stock well below today's price, and the payment is yours whether or not you ever own the shares. The catch is whether you would want the shares at that lower price.