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AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.
Cisco and Coherent both report earnings the same afternoon, putting two very different AI networking bets head to head. One carries a 93% crowd-backed beat probability while the other just shed 14% in a single session, and only one belongs in a retirement portfolio.
Lam Research tops Q4 FY26 estimates as NAND revenues more than double sequentially and support sales hit a third straight record.
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.
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
Record $15.8 billion in revenue and a near-doubling of AI orders to $9 billion sent shares soaring.
AI-driven orders, record revenue, and a sweeping restructuring put this networking giant’s next phase under scrutiny, today, May 14, 2026.
(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.
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
Cisco Systems Inc (NASDAQ:CSCO) reported financial results for the third quarter of fiscal 2026 after the market close on Wednesday. Here’s a look at the key details from the report. Cisco Systems stock is approaching key resistance levels. What’s driving CSCO to record levels? Cisco Q3 Earnings Highlights Cisco posted third-quarter revenue of $15.84 billion, beating analyst estimates of $15.56 billion. The networking equipment company reported adjusted earnings of $1.06 per share for the quarte
Cisco earnings are coming after the close. Memory costs have been surging, and that’s hurt tech hardware companies’ margins.
The software giant has pulled back from this record, however
CSCO heads into May 13 results with strong AI networking demand, but rivals ANET, DELL and HPE keep competitive pressure on.
The pace of first quarter earnings reports eases this week as economic data takes center stage, but investors will still be on the lookout for results from a handful of big corporations.
The pace of first quarter earnings reports eases this week as economic data takes center stage, but investors will still be on the lookout for results from a handful of big corporations.
Corning (GLW) reported Q1 2026 core sales of $4.35 billion, representing an 18% year-over-year increase. The core insight hiding beneath this headline beat is how entirely the AI-driven acceleration is offsetting the more modest growth currently seen in the company's traditional Glass Innovations segment.
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