Q
QuantAbundanciaAbundância, quantificada.

Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

25,371 signal articles · 216 in last 24h · 121,089 total before filter · latest 55m ago
216last 24h
1308last 7d
226● bullish (7d)
149● bearish (7d)
205publishers
AllMacro231Earnings447M&A104Regulatory19Product9Analyst19
✕ clear all filtersticker: CSCOSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Cerebras slumps as mixed quarterly results test AI growth narrative
Reuters8d agobearish
Cerebras slumps as mixed quarterly results test AI growth narrative

Cerebras Systems slumped over 18% premarket on Thursday after it missed key estimates despite soaring cloud revenue, raising ‌doubts about the ability of its AI chips to challenge Nvidia. Expectations ‌were high for AI-linked companies including Cerebras and networking equipment maker Cisco, given the strong ​run-up in shares driven by Big Tech's ballooning spending, set to cross more than $740 billion for this year. Here are some details: • Cerebras, in its second earnings report as a public company, offered a mixed picture as it ‌increasingly derived revenue from cloud ⁠computing rather than its AI chips.

Cisco Says AI Boom Is Forcing Companies to Upgrade Networks — ‘It’s Just Not Optional’
Benzinga8d agobullish
Cisco Says AI Boom Is Forcing Companies to Upgrade Networks — ‘It’s Just Not Optional’

Cisco Systems, Inc. (NASDAQ:CSCO) stock traded lower Thursday morning despite the company reporting better-than-expected fiscal fourth-quarter 2026 results and issuing guidance above Wall Street estimates. Revenue rose to $17.25 billion, topping the $16.82 billion analyst estimate. Adjusted earnings of $1.22 per share beat the $1.17 consensus estimate. Management described the current environment as the early stages of a multi-year networking and AI infrastructure supercycle. The company cited a

Stocks to Watch Thursday: Lenovo, Applied Materials, StubHub, Cisco
The Wall Street Journal8d agoneutral
Stocks to Watch Thursday: Lenovo, Applied Materials, StubHub, Cisco

↗️ Lenovo Group (HK:992): Shares rose 19% in Hong Kong after the company posted record-high revenue driven by AI infrastructure demand. ↘️ StubHub (STUB): Shares in the ticket seller tumbled over 13% premarket after the company failed to turn a profit in the second quarter due to climbing costs, despite surging revenue from the World Cup.

Cisco Systems Q4 Earnings Call Highlights
MarketBeat8d agoneutral
Cisco Systems Q4 Earnings Call Highlights

Cisco Systems (NASDAQ:CSCO) reported record fourth-quarter and fiscal 2026 results, citing broad demand for networking, AI infrastructure, security and collaboration products. The company also issued fiscal 2027 guidance that calls for continued revenue and earnings growth as it pursues what Chief E

Cisco’s (NASDAQ:CSCO) Q2 CY2026 Sales Beat Estimates, Guides for Strong Full-Year Sales
StockStory8d agobullish
Cisco’s (NASDAQ:CSCO) Q2 CY2026 Sales Beat Estimates, Guides for Strong Full-Year Sales

Networking technology giant Cisco (NASDAQ:CSCO) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 17.6% year on year to $17.25 billion. On top of that, next quarter’s revenue guidance ($18.1 billion at the midpoint) was surprisingly good and 8.1% above what analysts were expecting. Its non-GAAP profit of $1.22 per share was 4.4% above analysts’ consensus estimates.