A supply-chain and enterprise software operator just took a board seat at a $454 billion networking company, and Cisco's pivot toward software, services and AI infrastructure is exactly where that experience gets applied. Board additions telegraph where the strategy is heading well before the next earnings report does.
Latest Activity
NVIDIA and Cisco Introduce New Pluggable Optics Form Factor to Scale AI Factories
Nvidia is pushing deeper into the optics layer where Broadcom and Marvell make their money, teaming with Cisco on a module that packs 4x the bandwidth density of today's 200Gb/s-per-lane parts and reaches 12.8Tb/s per connection. TE Connectivity and Amphenol are already signed on to build the cages and connectors, and the two plan an open multi-source spec, which is how a vendor design becomes the industry default.
- BRK.BBerkshire Hathaway Inc. New Common Stock (BRK.B)Partial sell$1K – $15KSep 24
- BIIBUBS IRA Account Biogen Inc. - Common Stock (BIIB)Partial sell$1K – $15KSep 24
- BAUBS IRA Account Boeing Company (BA)Partial sell$1K – $15KSep 24
- BEPUBS IRA Account Brookfield Renewable Partners L.P. Limited Partnership Units (BESell$1K – $15KSep 24
- CVXUBS IRA Account Chevron Corporation Common Stock (CVX)Buy$1K – $15KSep 2
- CBUBS Brokerage Account Chubb Limited Common Stock (CB)Partial sell$1K – $15KSep 24
- CSCOCisco Systems, Inc. - Common Stock (CSCO)Partial sell$1K – $15KSep 8
- CSCOUBS IRA Account Cisco Systems, Inc. - Common Stock (CSCO)Sell$15K – $50KSep 24
A House Foreign Affairs member just unwound much of a portfolio in one sweep: 42 trades across tech, defense, banks and pharma, most of them sales dated September 24, disclosed 35 days later. The largest line is a Snowflake purchase of $15,001 to $50,000 made earlier that month, matched against an equally sized Cisco exit.
A 4.21% intraday jump to $118.31 is an outsized day for a $466 billion megacap that rarely moves this far off its open. Moves this size in a name this big are worth tracking into the close.
- 2ROPRoper Technologies$0.91/sh$90M
- 3THRMGentherm$2.07/sh$63.6M
- 4RGLDRoyal Gold$0.48/sh$40.2M
- 5MORNMorningstar$0.50/sh$18.8M
Cisco leads today's dividend payers with about $1.66 billion in cash going to shareholders on October 21, at 42 cents a share. Roper Technologies, Gentherm, Royal Gold and Morningstar round out the group, with payments landing between October 7 and October 30.
CSCO Coverage
Prediction: Cisco Stock Could Surprise Wall Street by 2030
Cisco's CEO is calling it a networking super cycle, and the numbers behind that claim are hard to ignore. But reaching $200 by 2030 requires three specific things to go right, and…
IBM Has Paid Dividends Since 1916. Here’s Why Retirees Should Pay Attention Now
IBM has raised its dividend every year since 1916, but the raises have shrunk to a single penny while debt climbs and a weak quarter rattles investors. Whether the cash machine can…
Procter & Gamble Has Raised Its Dividend for 70 Years. These 4 Stocks Also Reward Patience
A dividend that keeps growing beats a fat yield that gets cut, but only if the company can actually afford to keep raising it. These five blue chips clear that bar, and…
Cisco vs. IBM: Why the Stock Nobody Wants Could Be the Better Retirement Buy
One tech giant is up over 50% this year while the other has fallen out of favor with Wall Street, and for retirees living off dividend income, that divergence points toward a…
The Tax Math That Makes These High-Yield Dividend Stocks Worth Much More Annually Inside a Roth
Every dividend dollar sitting in a taxable account quietly hands a portion of itself to the IRS year after year, and after two decades that quiet cost compounds into a number most…
Cisco Could Be Entering a New Growth Phase. Here’s My Price Target.
Cisco just posted its fifth straight earnings beat while AI infrastructure orders piled up, but the real question is whether the valuation still leaves room to run or whether this rally has…
JPMorgan Just Raised Its Dividend 10%. These 4 Stocks Also Can Afford to Pay Much Bigger Dividends
JPMorgan just handed shareholders a 10% raise, and it barely dented what the bank actually earns. Four other companies sit in the same position, carrying payout ratios low enough to fund aggressive…
Arista Networks Advances 4% While Ciena Soars 11% on AI Networking Demand; Cisco Rises 3%
AI networking demand is lifting Arista Networks (NYSE:ANET | ANET Price Prediction), Cisco Systems (NASDAQ:CSCO) and Ciena (NYSE:CIEN), with shares of the optical supplier pulling far ahead of the two switching vendors.…
Fortinet Turned $1,000 Into $24,579 in a Decade While the S&P 500 Delivered $3,585
Fortinet built its own chips when rivals wouldn't, kept its founder at the helm, and sat through a brutal two-year slump that punished investors who blinked. Whether the stock's explosive comeback signals…
Ciena Climbs 6% After a Week of Bullish Analyst Calls; Arista Ticks Up, Cisco Holds Steady
A week of upbeat sell-side research on artificial intelligence (AI) networking is showing up in shares of Ciena (NYSE:CIEN | CIEN Price Prediction). Ciena stock is at $371.68, up 6% in early…
Coherent Jumps 10% on PhotonLink Push and Bernstein’s Outperform Start; Lumentum Rises 9%, Corning Advances 3%
Coherent Corp. (NYSE:COHR | COHR Price Prediction) stock jumped 10% to $315.71 as traders focused on the company’s PhotonLink platform and fresh Wall Street support for AI infrastructure suppliers. Lumentum Holdings (NASDAQ:LITE)…
The Boring Tech Stock With an AI Tailwind Has 17% Upside
Cisco just posted its fifth straight earnings beat while AI infrastructure orders piled up faster than Wall Street expected, yet the stock sits nearly 18% below its 52-week high. Something does not…
The Dividend Stock I’m Adding Before October
A pullback just handed income investors a lower entry price than Cisco paid for its own shares, and the October record date is closing fast. Here is why this AI networking play…
These Nasdaq 100 Stocks Are Quietly Paying Real Dividends
Most investors write off the Nasdaq-100 as a dividend wasteland, but a handful of its chip and networking giants have been quietly raising their payouts every single year while competitors chase hype…
IBM’s Dividend Survived the Old IBM. Can It Survive the New One?
IBM has raised its dividend every year since 2016 without missing a beat, but the company writing those checks today barely resembles the one that started the streak. The question is whether…