We are in the very early stages of a multi-year networking supercycle, and we're confident in our ability to continue capturing the multi-billion-dollar opportunity it represents for Cisco.
Cisco's CEO is framing AI-driven network buildouts as a cycle that has barely started, on a fiscal 2027 first quarter earnings call. Shares slipped 1.1% since, so the market is not paying up for the supercycle claim yet, even as Arista fights for the same data center budgets.
Bread demand is cracking: volume fell 7.0% and Flowers Foods cut full-year adjusted EPS guidance to $0.63 to $0.68 from $0.75 to $0.85, the second reduction in a row. Management says the environment stays challenging near term, so the Nature's Own relaunch has yet to stop the bleeding.
Traders looked past the GAAP loss and bought the guidance: full-year core revenue was raised to $940 million to $960 million. Cloud and services revenue is now outgrowing shrinking hardware sales, a mix shift that defines the story.
AI chip demand nearly doubled Semiconductor Systems revenue to $8.00 billion year over year, and management guided fiscal Q1 well above the quarter just reported. That is the sixth straight EPS beat, with record buybacks in the quarter.
Applied Materials delivered record results in fiscal 2026, and we are on track to grow our Semiconductor Systems business more than 40 percent in our calendar 2026.
Dickerson just put a hard number on 2026 equipment demand, and it is a growth rate most $301 billion companies cannot touch. Shares barely budged after the fiscal Q4 report, so the guidance has yet to be priced in.
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Rate-hike odds are doing the damage, and the Nasdaq's 0.61% slide says the hit lands hardest on the growth names investors crowded into. Positioning before the next inflation reading matters more than this one session.
Nuclear power stocks have moved hard this fall, and NuScale Power (NYSE:SMR) has fallen further than its closest peers. NuScale Power stock is down 25% over the past month to $4.99 in afternoon trading. That slide includes a 5% decline from the prior close; SMR stock’s 52-week h…
Ethereum (CRYPTO:ETH) dipped below $2,000, raising a simple question for holders. Is Ethereum a buy below $2,000? Of three AI models, ChatGPT, Claude, and Grok, two suggest buying below this level, while one advises caution, with each view built on November 12 prices. Ethereum t…
Applied Materials is off 3.58% to $380.94 in regular trading while competitor KLA runs 1.57% higher, a split worth noting within the same equipment group.
Moves: Nov 12, 2:40 PM ET · Alpha Vantage quote
Live Updates Applied Materials Has Plunged 21% Ahead of Earnings. Can Q4 Earnings Save the Rally? 2:48 PM by Thomas Richmond Applied Materials heads into Q4 earnings tonight with investors looking for reassurance that the AI semiconductor spending boom still has room to run. Sha…
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A paid-off house gets a single retiree most of the way there, but one early decision can trigger a health insurance penalty and strain the whole budget. Richmond’s math hinges on the three years before Medicare.
Jensen Huang's resignation and a board investigation landed before the open, and the stock added 8.83% anyway.
Nvidia board investigation, AI infra commentary
Moves: Nov 12, 2:40 PM ET · Alpha Vantage quote
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