MT Newswires6d agobearish
US Equity Indexes Mixed This Week After Soft Inflation Prints, Slumping Retail Sales Set to Restrain Fed Policy HawksUS equity indexes were mixed this week as easing inflation and a drop in retail sales boosted the od
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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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GuruFocus.com6d agobearish
Cisco Stock Drops Again as AI Hardware Squeezes MarginsCisco's AI infrastructure orders are exploding, but lower product margins are testing how profitably it can convert that demand.
Barrons.com6d agoneutral
Earnings Prove AI Hardware Demand Is Strong. That’s Good News for Dell Stock.Dell Technologies stock could have more room to run—even after this year’s meteoric rise—as artificial intelligence hardware demand remains resilient. Wells Fargo analyst Aaron Rakers raised his price target on Dell to $545 from $505 on Friday, which implies a 10% increase from the stock’s last closing price of $494.51. Dell’s “server results and outlook present continued upside,” Rakers wrote in a research note.
24/7 Wall St.6d agoneutral
Cisco Just Gave Investors 3 Big Reasons to Be BullishCisco just posted its strongest earnings surprise in years, yet the stock dropped sharply the next day. Whether that selloff is a warning sign or a rare entry point comes down to three catalysts that most investors are overlooking.
Investing.com6d agoneutral
Cisco rating cut at HSBC as analyst sees a lack of catalystsInvesting.com -- HSBC downgraded Cisco Systems (NASDAQ: CSCO) to Hold from Buy and cut its price target for the stock to $120 from $137 in a note on Friday, saying that while fourth-quarter results were strong, the stock lacks a near-term catalyst.
Investor's Business Daily6d agoneutral
Stock Market Hits Highs; Cisco, Lumentum, Super Micro, Sandisk Key Movers: Weekly ReviewThe stock market cleared a tight range, with the S&P 500 and Russell 2000 hitting new highs. Lumentum, Cisco, Super Micro, Sandisk were key movers.
FX Empire6d agoneutral
Tech Stocks Forecast – SMCI, SpaceX, and Cisco Eye Post-Earnings LevelsTech stocks look a touch lively in premarket trading.
Investor's Business Daily6d agoneutral
Stock Market Today: Dow Falls After Surprise Retail Sales; Applied Materials Dives On Earnings (Live Coverage)Stock Market Today: The Dow Jones index falls Friday after surprise retail sales data. AI chip giant Applied Materials dives on earnings.
24/7 Wall St.6d agoneutral
The Quiet Winner of the AI Buildout Just Posted Its Best Year EverWhile flashier AI names grabbed headlines, Cisco quietly rewired itself for the infrastructure boom and just delivered numbers that stopped Wall Street's skeptics cold. The question now is whether the market has actually caught up to what the business has become.
Stocktwits7d agoneutral
CSCO Stock In Focus: Wall Street Sees More Upside As AI Demand Fuels Cisco’s ‘Networking Supercycle’Cisco Systems gains Wall Street confidence as Truist, UBS and Rosenblatt raise price targets, citing strong results, AI demand, and networking growth.
Motley Fool7d agoneutral
Chuck Robbins Says AI Is Fueling a "Networking Supercycle." Cisco's Guide Puts a $7.5 Billion Number on It.The networking giant's new outlook calls for 15% growth -- so why did shares drop more than 8%?
Reuters Videos7d agoneutralVIDEO
S&P 500 notches record-high close as rate-hike worries ease<body><p>VIDEO SHOWS: N/A</p><p>STORY: Wall Street's main indexes ended higher on Thursday, with the Dow ticking up marginally, the S&P 500 adding nearly two-thirds of a percent to close at a record high, and the tech-heavy Nasdaq climbing more than eight-tenths of a percent.</p><p>Several chip stocks led the way, with shares of Sandisk surging nearly 14% after the memory chip maker said it expects revenue to grow at a mid-to-high-teens percentage rate from fiscal years 2028 to 2030, encouraged by strong demand amid rapid AI infrastructure buildout. </p><p>On the flip side, shares of Cisco fell more than 8% despite the AI infrastructure company a day earlier forecasting fiscal 2027 revenue above Wall Street expectations.</p><p>Eric Diton is president and managing director of The Wealth Alliance.</p><p>"Sandisk up double digits with just great numbers, great expectations for future revenue for margins, which by the way is what took Cisco down today. Cisco beat on earnings, beat on revenue, but the street focused on a little over a 2% drop in margin, and they beat up the stock pretty well. But generally speaking, the Nasdaq's having a great day, up roughly three quarters of a percent, led by the chips."</p><p>Elsewhere in the market, shares of Netflix climbed more than 5% after billionaire investor Bill Ackman unveiled a new holding in the streaming company as part of Pershing Square's biggest portfolio overhaul in years.</p><p>And shares of Tapestry plunged more than 16% after the Coach owner forecast muted annual revenue growth.</p><p>Meanwhile, fresh data showed U.S. producer prices were unchanged in July, while the number of Americans filing claims for unemployment benefits increased moderately last week, pointing to a stable jobs market.</p><p>Traders are pricing in a more than 60% chance that the Federal Reserve will keep interest rates unchanged at its meeting next month, according to CME's FedWatch tool.</p></body>
Motley Fool7d agobearish
Stock Market Today, Aug. 13: Cisco Falls on Margin Concerns Despite Record Revenue and AI DemandToday, Aug. 13, 2026, the networking giant's stock tumbled 8.4% after earnings, as investors weighed hyperscaler AI orders against gross margin headwinds.
Investor's Business Daily7d agobearish
Dow Jones Futures: S&P 500 Hits High On Workday, Sandisk, Oil Prices; Applied Materials Earnings LateThe S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.
The Wall Street Journal7d agoneutral
Tech, Media & Telecom Roundup: Market TalkFind insight on Cisco, Cerebras Systems and more in the latest Market Talks covering technology, media and telecom.
Kiplinger7d agobullish
S&P 500 Hits a New High as Sandisk, Micron Soar: Stock Market TodayInflation, earnings and chip stocks were top of mind for investors on Thursday.
24/7 Wall St.7d agoneutral
Cisco CEO Rejects AI Bubble Concerns: The World’s Strongest Companies “View This Transition as Existential”Cisco just blew past analyst expectations by a wide margin, yet shares are sliding. CEO Chuck Robbins says the skeptics are missing something fundamental about who is actually writing the checks for AI infrastructure.
MT Newswires7d agoneutral
Cisco Systems' Fiscal 2027 Revenue Outlook Seen As Conservative, UBS SaysCisco Systems (CSCO) initial fiscal 2027 revenue outlook appears conservative, with UBS's analysis o
GuruFocus.com7d agobearish
Cisco Falls 7% Despite Strong AI OutlookMargin pressure overshadows stronger guidance.
24/7 Wall St.7d agoneutral
Lumentum Puts The Insane Opportunity for Companies like Marvell and Ciena Into Focus With One Stunning QuoteA single quote from Lumentum's CEO reveals just how staggering the AI networking buildout has become, and it reframes why a handful of optical companies that spent a decade going nowhere are now posting the kind of share gains that make investors question everything they thought they knew about this space.