Okta (NasdaqGS: OKTA) appointed Scott Morgan as Chief Legal Officer, adding a seasoned legal leader with experience in technology growth and integrations. Morgan previously led legal functions at Splunk and played a key role in its expansion and integration into Cisco. The move comes as Okta develops AI-native identity security offerings and refines its governance and risk management approach. For a wider view on how leadership decisions can shape long term growth potential in tech, it can...

Here is a way to collect an attractive income on DELL now, which you keep whatever the stock does, in exchange for agreeing to sell your shares if the stock climbs above a higher price.

Arista has placed a nearly ten-billion-dollar bet on its future. The company's multiyear purchase commitments have almost tripled from a year ago, reaching approximately $9.7 billion. This is not just managing inventory; it is an aggressive move to secure years of components for an unprecedented demand cycle.

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

Cisco Systems (NasdaqGS: CSCO) is being highlighted as a key supplier in the global video streaming infrastructure market, which is seeing strong demand for live, low latency video and AI-enabled media workflows. Industry attention is shifting to vendors that can support expanded content delivery network capacity as streaming platforms, enterprises and cloud providers scale their video services. This focus places Cisco beyond its commonly discussed roles in networking and AI security and...

Arista's operating line runs far ahead of the market, but the margin on the volume it is locking in depends on which customers show up.

AI infrastructure orders hit $4 billion in quarter, driving record fiscal year results.

The options are charging only their usual premium, which makes the width of the price range a fact about the business rather than a mood in the market.

Palantir Stock Rises as Fresh AI Demand Keeps Post-Earnings Momentum Alive

Bank of America sees a stronger setup for Cisco after earnings, but one issue could determine whether the stock can deliver more upside.

CSCO's Q4 revenues surge 18%, and AI demand stays strong, but margin pressure, soft recurring growth and a premium valuation support a hold.

Stock Market Today: The Dow Jones index rises Wednesday on Treasury buybacks ahead of the Fed minutes. Moderna soars on cancer drug news.

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

Cisco’s latest quarter exceeded Wall Street’s revenue and adjusted profit expectations, but the market response was negative. Management attributed the strong sales to a surge in demand for AI-driven networking infrastructure, particularly from hyperscale cloud providers and enterprise customers, as well as robust product order momentum across geographies and segments. CEO Charles Robbins highlighted, “We delivered record revenue...with product revenue up 24% year-over-year,” citing broad-based

Belden shares surged after record quarterly results and AI data-center demand, while its $1.85 billion RUCKUS Networks acquisition and Buy-rated analyst outlook fuel further growth expectations.

Cisco's stock has the momentum of a genuine business transformation, but after a powerful run, investors must ask if the price of admission is simply too high.

LITE's 11.4X P/S signals a premium valuation, but AI-driven optics growth, rising margins and stronger FY27 estimates may support the case.

Cisco Systems stock has more than doubled over the past five years, yet current valuation checks suggest it now looks closer to fairly priced than obviously cheap, even after the recent pullback following strong AI related news. Over five years, Cisco Systems has delivered a total return of about 122%, which places current decisions more in the category of managing an established gain rather than betting on an early stage recovery. The ramp up in AI infrastructure demand and internal use of...

Fabrinet shares fell despite record Q4 FY2026 revenue and strong guidance, as heavy capital spending weighed on GAAP results while AI-driven demand and analyst ratings remained solid.

The London Company, an investment management company, released its second-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter can be downloaded here. U.S. equities rebounded in Q2, with the Russell 3000 rising 15.4% and the S&P 500 achieving its best quarter since 2020, driven by AI infrastructure spending […]

Cisco is forecasting a large year of growth, but analysts on its latest call pressed on the sustainability of the boom and its cost. Here's what management's answers revealed.

The record quarter was carried by the product line and by price increases taken to cover memory costs, and a heavier hardware mix, together with those memory costs, is what pulled product margin down.

Cisco's post-earnings sell-off spotlights four ETFs offering exposure to its AI-driven growth while cushioning single-stock risks.

Stock Market Today: The Dow Jones index drops as memory-chip stocks Micron and Sandisk rally. Trump threatens Oman.

Apple upgraded, Workday downgraded: Wall Street's top analyst calls

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

Shares of networking technology giant Cisco (NASDAQ:CSCO) fell 9% in the afternoon session after the company reported fourth-quarter fiscal 2026 results that beat Wall Street's expectations for both revenue and profit. Cisco posted record revenue of $17.3 billion, growing 18% year over year and surpassing analyst estimates. Non-GAAP earnings per share came in at $1.22, also beating consensus forecasts. Furthermore, Cisco provided an optimistic outlook, guiding fiscal 2027 revenue to $72.2–$73.4

Cisco Systems (NasdaqGS: CSCO) is among more than 2,500 organizations reportedly affected by a major AI supply chain incident linked to LiteLLM in March 2026. The exposure is said to include sensitive data such as cloud credentials and AI API keys tied to AI integrations. The incident raises questions about cybersecurity, operational resilience and data privacy across Cisco's AI powered infrastructure and services. Investors are assessing how these AI related risks may influence perceptions...

Cisco just posted a networking super cycle quarter while Broadcom reported AI semiconductor numbers that border on absurd, and the two stocks now sit at nearly the same valuation multiple despite wildly different growth trajectories.

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.

Management put a number on the board so big it forces a question, and the market is paying up as if it's a sure thing.

US equity indexes were mixed this week as easing inflation and a drop in retail sales boosted the od

Cisco's AI infrastructure orders are exploding, but lower product margins are testing how profitably it can convert that demand.

Record revenue, a guide above Wall Street, and a stock down anyway, because the growth now arrives as hardware and the mix shift is what compresses the margin.

Cisco 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.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.

The mix that produced it included contracts pushed out of the June quarter, and the September guide already takes the margin back down.

Target stock is holding near highs, but Walmart is struggling as investors prepare for a parade of earnings reports in the retail sector.

The 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.

Stock Market Today: The Dow Jones index falls Friday after surprise retail sales data. AI chip giant Applied Materials dives on earnings.

While 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.

Retail sentiment on Stocktwits remained improved to ‘bullish’ on SPY and remained ‘bearish’ on QQQ.

Cisco Systems gains Wall Street confidence as Truist, UBS and Rosenblatt raise price targets, citing strong results, AI demand, and networking growth.

The networking giant's new outlook calls for 15% growth -- so why did shares drop more than 8%?

The gain was set before the results crossed, and its optical peers rose with it.

Arista Networks stock sits at its high on a multiple past anything in its ten-year record, while the margin that price depends on is already at the top of its range.

The recurring-revenue share management once put front and center has slipped while hyperscaler orders became the story.

VIDEO SHOWS: N/A 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. 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. 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. Eric Diton is president and managing director of The Wealth Alliance. "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." 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. And shares of Tapestry plunged more than 16% after the Coach owner forecast muted annual revenue growth. 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. 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.

The 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.