Cisco Beats Estimates, Lifts Full-Year Outlook and AI Revenue Target to $9B
Cisco shares rose after beating estimates with record revenue and raising its AI hyperscaler target to $9B while lifting full-year guidance.
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Chip and AI Stocks Drop After CEOs Urge Caution on Development Pace
AI leaders including Amodei, Altman and Musk call to pace the frontier. Chip, memory and networking stocks fall as investors weigh spending and IPOs.
Cisco and Supermicro Partner to Deliver Rack-Scale AI Infrastructure with NVIDIA
Cisco and Supermicro are joining forces to make powerful, secure AI systems easier for companies to deploy and manage.
Cisco’s AI Networking Boom Delivers Record Quarter — Investors Still Sell the News
With elevated expectations already high, Cisco beats on revenue and EPS while raising its full-year outlook on robust AI networking orders.
Nokia Shares Rally as U.S. Eyes Ban on Chinese Optical Transceivers
Nokia shares climb after reports the FCC may ban new Chinese optical transceivers, positioning the company as a winner in the AI data-center buildout.
Cisco Beats Q3 Estimates and Boosts 2026 Guidance
Cisco beat expectations, raised its outlook, and saw strong AI demand, while announcing a restructuring plan and job cuts.