CSCO
NASDAQ NMS - GLOBAL MARKET · Communications
Cisco Systems Inc
$77.59
+0.55 (+0.71%)
CSCO News30 articles
Ciena Stock Volatile Amid Insider Sale, AI Networking Demand in Focus
Ciena Corporation shares gained 3.5% Friday as a Form 144 filing revealed an insider sale plan, coming after the company reported record quarterly revenue and raised its 2026 sales forecast driven by AI networking demand.
Cisco Shares Dip Amid Tech Selloff, AI Narrative Overshadowed by Macro Fears
Cisco Systems shares declined alongside a major technology selloff, as investor focus shifted from AI partnerships to macroeconomic pressures including inflation and interest rates.
Nvidia's Networking Unit Surges, Fueling $1 Trillion AI Ambition
Nvidia's networking division generated $11 billion last quarter, more than triple the prior year, as the company reported record total revenue of $68.1 billion. CEO Jensen Huang outlined a $1 trillion revenue target for its AI chips by 2027.
AT&T Gains on AI Edge Partnership with Cisco and Nvidia
AT&T shares advanced Tuesday following a new AI partnership with Cisco and Nvidia. The collaboration aims to deploy AI at the network edge, leveraging Nvidia's infrastructure.
Cisco Integrates Splunk into Nexus Dashboard for AI Data Center Troubleshooting
Cisco Systems has embedded Splunk analytics directly into its Nexus Dashboard platform, providing real-time network fault detection and automated fixes for data center environments. The integration keeps sensitive telemetry data on-premises for compliance-focused customers.
Netskope Launches AI Security Guardrails Ahead of Key Earnings Report
Netskope has made its AI Guardrails product generally available, positioning the launch just before its March 11 AI event and Q4 earnings report. The company aims to help businesses secure generative AI use.
Cisco Gains Ahead of Key Investor Conferences, AI Demand in Focus
Cisco shares advanced 1.7% on Friday, defying broader market weakness. Investor attention now shifts to management appearances at Mobile World Congress and the Morgan Stanley TMT conference next week.
Cisco Gains Amid Security Concerns, Investor Events Loom
Cisco shares advanced 1.7% to $79.46 Friday, recovering from Thursday's decline. The company faces security warnings about an actively exploited SD-WAN flaw and prepares for investor meetings at Mobile World Congress and Morgan Stanley's TMT conference.
Cisco's AI Chip Push Confronts Profit Margin Pressure
Cisco shares will resume trading Tuesday after a volatile week, with its new AI networking chip announcement overshadowed by a gross margin miss and rising component costs.
Broadcom's AI Margin Pressure in Focus Ahead of Q1 Report
Broadcom shares fell 1.81% to $325.17 Friday, underperforming the semiconductor sector. The company reports fiscal first-quarter results March 4, with AI-related margin pressure a key concern.
Tech Sell-Off Deepens Ahead of Key Fed, Nvidia Events
Major technology stocks retreated sharply ahead of the holiday weekend, with Apple and Nvidia posting significant losses. The sell-off reflects growing investor anxiety over massive AI investments and margin pressures.
Arista Networks Surges on Strong AI Outlook, Memory Costs a Concern
Arista Networks shares climbed 4.8% Friday following an upbeat revenue forecast and strong quarterly results, fueled by AI infrastructure demand, even as rising memory costs pressure margins.
Cisco Recovers After Margin Warning; AI Demand Faces Cost Test
Cisco shares rose 2.5% to $76.85, recovering some losses after a 10% plunge triggered by weaker-than-expected gross margins. The company reported $15.3B in revenue and $2.1B in AI infrastructure orders.
Arista Networks Surges on Strong Q4 Results, Upbeat AI Outlook
Arista Networks shares rallied in after-hours trading following better-than-expected fourth-quarter results and strong forward guidance, reinforcing confidence in AI-driven data center spending.
Analog Devices Dips After Barclays Upgrade, Eyes Earnings and CPI
Analog Devices shares declined 1.7% to $331.38, pulling back from a recent peak. The drop occurred even as Barclays upgraded the stock, citing potential industrial recovery.
Cisco Plunges on Margin Squeeze Despite Revenue Boost
Cisco shares tumbled nearly 10% as rising memory costs pressured profitability, overshadowing an improved revenue forecast. The company expects further margin compression next quarter.
Cisco Shares Dip Before Earnings as AI Chip Launch Intensifies Competition
Cisco Systems stock declined slightly ahead of its quarterly results, with investors focused on AI networking demand and the company's new chip challenging Nvidia and Broadcom.
Broadcom Shares Slide Amid Cisco AI Chip Launch and Sector Downgrade
Broadcom stock declined 1% as Cisco unveiled new AI networking hardware, intensifying competition. UBS downgraded the broader tech sector while maintaining a Buy rating on Broadcom.
Cisco Unveils AI Networking Chip, Rivals Slip on China and Capex Concerns
Cisco introduced a new networking chip for AI data centers, intensifying competition with Nvidia and Broadcom. Meanwhile, AI hardware stocks faced pressure from U.S.-China licensing scrutiny and investor worries over capital spending.
Cisco Gains on AI Networking Chip Launch Ahead of Quarterly Results
Cisco shares advanced after unveiling its Silicon One G300 AI networking chip, targeting data center infrastructure. Investors now await the company's quarterly earnings report later this week.
AI Sector Sees Divergence: Datadog Soars on Earnings, Alphabet Issues Debt for Infrastructure
Datadog shares surged over 14% after strong quarterly results driven by AI demand, while Alphabet sold $20 billion in bonds to fund AI infrastructure spending. Cisco and Cadence gained on new chip developments.
Cisco's AI Networking Push Pressures Broadcom Shares
Broadcom stock dipped slightly in early trading as Cisco unveiled new data center chips targeting the AI infrastructure market, intensifying competition.
Nvidia Gains on Tariff Exemption Reports for Big Tech AI Data Centers
Nvidia shares advanced in premarket trading following reports the U.S. may exempt major tech firms from new AI chip tariffs. Investors also await key inflation data and the company's upcoming earnings.
Cisco Unveils AI Networking Chip, Intensifying Competition with Nvidia and Broadcom
Cisco Systems introduced its new Silicon One G300 networking chip for AI data centers, aiming to challenge incumbents Nvidia and Broadcom. The announcement comes as Cisco's stock hit a 52-week high ahead of its quarterly earnings report.
Cisco Reaches Record High Before Earnings, JPMorgan Boosts Target on AI Prospects
Cisco shares closed at a record $86.78 ahead of its February 11 earnings report. JPMorgan raised its price target to $95, citing AI potential, while options imply a 6% post-earnings swing.
Palo Alto Networks Gains on Impending CyberArk Deal Closure, Q2 Results Loom
Palo Alto Networks shares advanced 4.2% as its $25 billion acquisition of CyberArk nears completion, with the deal tentatively set to close before the market opens on February 11. Investors are also looking ahead to the company's fiscal second-quarter earnings report on February 17.
Cisco Nears 52-Week Peak Ahead of Earnings, JPMorgan Lifts Target
Cisco Systems shares advanced 2.2% to $86.66, approaching a 52-week high. JPMorgan raised its price target to $95 ahead of the company's quarterly report on Wednesday.
Dow Jones Tops 50,000 Milestone as AI Rally Fuels Record Close
The Dow Jones Industrial Average closed above 50,000 for the first time on Friday, driven by a rebound in chip stocks. Key inflation and jobs data releases have been postponed to next week.
Cisco Approaches Earnings Near Peak Levels Amid AI Infrastructure Focus
Cisco Systems shares closed near multi-year highs ahead of its fiscal Q2 report, with investors focused on AI infrastructure demand and enterprise spending trends.
P&G Shares Gain as Investors Eye Defensive Rotation, Upcoming Economic Data
Procter & Gamble stock rose 0.37% to $159.17 amid a shift toward defensive, dividend-paying equities. Key U.S. jobs and inflation reports are due next week, alongside P&G's dividend payment.