The semiconductor stock surge has some on Wall Street warning about euphoria in the market.
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The semiconductor stock surge has some on Wall Street warning about euphoria in the market.
This article examines what Cisco Systems' current share price of US$118.21 might imply for investors who are wondering whether the stock still offers value after a strong run, or if the easier gains may already have passed. The stock has delivered returns of 22.4% over the last week, 39.9% over the last month, 55.5% year to date and 90.1% over the past year, with longer term returns of 161.4% over three years and 160.1% over five years. Recent coverage has highlighted Cisco Systems as a...
The stock market largely erased weekly gains Friday as oil prices and Treasury yields jumped. Cisco was an earnings winner. The Trump-Xi summit head few breakthroughs.
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
Cisco Systems (NASDAQ:CSCO) just earned a strong endorsement from HSBC, which upgraded the networking giant to Buy from Hold and lifted its price target to $137 from $77. The trigger is straightforward: management’s AI infrastructure order book is accelerating, and Cisco now expects fiscal 2027 AI revenue of at least $6 billion. For prudent investors, ... HSBC Just Upgraded Cisco to Buy: $6 Billion AI Revenue Goal Resets the Growth Debate
Cisco surged on strong AI demand and upbeat guidance, boosting Cisco-heavy ETFs as AI infrastructure orders topped expectations.
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.
The networking giant's stock just hit an all-time high on its AI pivot.
CSCO, AVGO, ADI and AMAT stand out as the S&P 500 tops 7,500 on AI optimism and a tech-led market rebound.
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.
AI Boom Pushes Dow Above 50,000 After Cisco Blowout Results
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 beats Q3 FY26 estimates as networking and hyperscaler AI orders jump. It also raises FY26 outlook and unveils a restructuring plan.
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.
Tech giants and easing US-China tensions helped lift stocks after retail sales matched expectations.
Cisco Systems' (CSCO) expanded hyperscaler partnerships are paying dividends for the networking equi
Cisco Systems (CSCO) delivered a fiscal Q3 beat driven by accelerating AI-related networking demand
Cisco crushed estimates and raised guidance. The dot-com recovery is officially old news.
Cisco Systems Inc (NASDAQ:CSCO, XETRA:CIS) reported fiscal third quarter 2026 results that topped Wall Street expectations on both revenue and earnings, driven by accelerating demand for AI infrastructure, sending shares up about 14% to about $116 on Thursday morning. The company posted...

Cisco Systems (CSCO) stock has surged by double-digits since reporting fiscal third quarter results in Wednesday's extended hours, topping Wall Street expectations with revenue of $15.84 billion and adjusted earnings of $1.06 per share. This comes after the cloud operator laid off 4,000 workers as part of a new AI-focused restructuring. Hennion & Walsh CIO Kevin Mahn and Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma take a closer look at the AI demand propelling Cisco, the cloud operator's outlook, and its recent job cuts.
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.
Shares of Cisco Systems (NASDAQ:CSCO) are up roughly 17% in early Thursday trading, putting the stock near $119 after a close of $101.87 on May 13. The jump follows a fiscal third-quarter report that decisively reframed the AI networking competitive narrative. The move makes Cisco the clear single-day leader in networking infrastructure. By comparison, Hewlett ... Cisco Is Up 17% Today: Is It Outperforming Other Networking Stocks Like Hewlett Packard Enterprise and Arista Networks?