Cisco just posted its fifth straight earnings beat and the stock has surged over 60% in a year, yet most investors still think of it as the old router company. The AI…
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…
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…
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…
Cisco just blew past analyst expectations by a wide margin, yet shares are sliding. CEO Chuck Robbins says the skeptics are missing something fundamental about who is actually writing the checks for…
Thomas Richmond A single quote from Lumentum's CEO reveals just how staggering the AI networking buildout has become, and it reframes why a handful of optical companies that spent a decade going nowhere are…
A top Wall Street analyst says investors chasing chip stocks are looking at the wrong part of the AI trade entirely, and she is pointing to four industrial names that could capture…
Two optics companies beat earnings estimates and watched their stocks crater while rivals selling into the exact same AI demand surge went flying in the opposite direction. The divergence comes down to…
Jim Cramer sent paying subscribers a flurry of trade alerts on August 11 while publicly dropping enough clues about AI infrastructure plays to keep retail investors guessing. Here is what his free…
Cisco beat earnings, crushed revenue estimates, and racked up billions in AI orders, yet the stock cratered 7% anyway. Five analyst firms still raised their price targets, but the spread between the…
Cisco cratered despite beating estimates, cool wholesale inflation gave traders a fresh reason to buy, and JPMorgan just raised its Microsoft target to $625. Here is what is moving markets and what…
Lenovo just handed PC and server makers a stunning earnings surprise overnight, and the ripple effects are tearing hardware stocks in opposite directions before the open. What separates the winners from the…
Cisco heads into tonight's Q4 report near all-time highs after a monster AI-driven run, but with consensus pinned at the very top of management's guidance range and margin pressure lurking beneath record…
Thomas Richmond Cisco and Coherent both report earnings the same afternoon, putting two very different AI networking bets head to head. One carries a 93% crowd-backed beat probability while the other just shed 14%…
Tech giants are pouring hundreds of billions into AI while gutting the workforces that built them. The labor data reveals a layoff rate that dwarfs anything seen during the 2008 financial crisis…
