CSCO
NASDAQ NMS - GLOBAL MARKET · Communications
Cisco Systems Inc
$106.74
+0.04 (+0.04%)
CSCO News30 articles
Nokia ADRs Slide 2.1% as Ciena's Drop Raises AI Valuation Concerns
Nokia ADRs fell 2.1% to $9.635 as Ciena's 9.4% drop despite strong results raised valuation concerns. AI demand remains strong, but margin conversion is key.
Nokia Eyes EURO STOXX 50 Return, Stock Edges Up
Nokia (NYSE:NOK) shares edged up 0.3% in premarket trading as the company prepares to re-enter the EURO STOXX 50 index on September 21, a move expected to boost demand from benchmark funds.
Nokia ADRs Drop 2.9% as AI Order Backlog Faces Profitability Test
Nokia ADRs slid 2.9% to $9.845 as investors weigh the company's €2.8B AI order backlog against negative cash flow and restructuring costs.
Super Micro Jumps 9% as Cisco AI Factory Partnership Takes Shape
Super Micro (SMCI) shares rose 9.35% after Cisco unveiled plans to include Supermicro compute in its Secure AI Factory, adding $2.13 billion to its market cap.
Supermicro Soars 9% on Cisco AI Server Distribution Deal
Supermicro shares surged 9% after Cisco announced it will sell its AI servers starting in October, adding about $1.96 billion to SMCI's market cap.
Nasdaq Outpaces Dow as AI Infrastructure Stocks Rally
Nasdaq gains 0.21% while Dow slips 0.13% as AI memory and connectivity stocks surge, but oil price and geopolitical risks temper broader market enthusiasm.
Nokia ADRs Surge 15% as AI Order Backlog Spurs Investor Optimism
Nokia's ADRs rose 15% this week, fueled by a €2.8 billion AI order backlog. About half is expected to convert to revenue in the next year.
Dow Futures Dip 0.1% as Price-Weighted Index Magnifies Small Move
Dow futures fell 68 points (0.1%) premarket, but the price-weighted index makes the move look larger than the underlying basket pressure. High-priced stocks like Goldman Sachs dominate the point impact.
Nasdaq Nears Record as Tech Rally Gains Momentum
The Nasdaq Composite rose 0.89% to 26,824.18, remaining about 1.35% below its June intraday high. Falling Treasury yields and softer oil prices fueled tech gains, with semiconductors leading the way.
Dow Lags S&P 500 as Cisco's Slide Exposes Price-Weighted Quirk
The Dow fell 96 points as Cisco's 9% plunge weighed heavily, while the S&P 500 hit a record. Flat producer prices boosted Fed pause bets.
Broad Market Rally: S&P 500 Hits Record as PPI Cools
US stocks advanced broadly Thursday after July producer prices came in flat, boosting hopes for a soft landing. The S&P 500 hit a record high, with breadth improving.
Cisco Raises AI Revenue Target to $7.5B, Stock Wavers on Margin Concerns
Cisco reported strong Q4 results and raised its AI revenue target to $7.5B for fiscal 2027, but margin compression and concentration risk weigh on sentiment.
Cisco's AI Order Surge Fails to Lift Shares Ahead of Q4 Report
Cisco shares slipped ahead of its Q4 earnings report, which highlighted a $3.7 billion surge in AI orders. The company faces a steep challenge to meet its $9 billion annual AI target, with options pricing a 7% move.
Dow's Calm Exterior Masks 178-Point Tug-of-War Among Key Components
Apple and Home Depot weighed on the Dow, but Microsoft and Chevron gains offset the drag, leaving the index nearly flat despite a 178-point swing.
Energy Rally Offsets Chip Slump as Wall Street Holds Near Highs
U.S. stocks were mixed on Monday as a surge in energy shares, driven by rising oil prices, offset a decline in chipmakers. The S&P 500 edged higher, while the Dow and Nasdaq slipped, with benchmarks trading near record highs.
S&P 500 Steadies Near Record as Oil Rally Highlights Funding Gap
U.S. stocks held near record highs Monday as oil jumped on Hormuz concerns, but a funding divide emerged between cash-rich firms and those issuing new equity.
Wall Street Notches Best Week Since April as Soft Jobs Data Bolsters Rate Optimism
U.S. stocks rallied to a record high on Friday, capping the S&P 500's best week since April. Soft jobs data eased rate fears, while strong earnings buoyed markets.
Intel Stock Soars 12.7% as New Sales Chief Takes Charge
Intel shares surged 12.7% last week, driven by a strong Tuesday rally and a new sales chief appointment, but trading volume fell sharply.
Palo Alto Networks Holds Steady Amid China Review, Valuation Scrutiny
Palo Alto Networks (PANW) shares ended the week up 9.7% despite a China review, with analysts focusing on underlying growth and valuation concerns.
Nvidia Adds $562B in Value as AI Demand Outlook Reshapes Valuation
Nvidia's market value jumped $562 billion last week, fueled by AI demand signals, but earnings forecasts stayed flat, signaling a valuation re-rating.
Cisco's AI Pivot: Can It Turn $9B Orders Into Profits?
Cisco Systems (CSCO) has rallied 57.6% this year, but investors now question its ability to convert $9B in AI orders into sustained revenue growth ahead of Wednesday's earnings.
S&P 500 Hits Record High as Soft Jobs Data Cools Rate Hike Bets
The S&P 500 surged to a record close after July payrolls fell short, reducing September rate hike odds to 44%. Investors now await CPI data and key earnings.
Dow Logs Best Week Since April as Tech, Small Caps Outperform
The Dow posted its best week since April with a 2.96% gain, but Friday's advance was understated by price-weighted drag from Caterpillar and Visa.
S&P 500 Hits Record as Soft Jobs Data Dampens Rate Hike Bets
The S&P 500 set a new record close after a weaker-than-expected jobs report lowered September rate hike odds to 44%. Nasdaq outperformed, with CPI data due Wednesday.
Nasdaq Surges as Weak Payrolls Dim Rate Hike Odds
Nasdaq surged 1.33% after July payrolls unexpectedly fell, cutting September rate hike odds to 20%. Tech stocks led gains as yields dropped.
Arista Networks Soars on AI-Driven Earnings Beat and Strong Outlook
Arista Networks (ANET) surged 13% in after-hours trading after Q2 revenue beat estimates and Q3 guidance exceeded forecasts, powered by AI networking demand and strong operating leverage.
Dow Breaks 54,000 as Caterpillar Powers Record Rally
The Dow Jones Industrial Average closed above 54,000 for the first time, propelled by Caterpillar's strong earnings and a broad market rally.
Dow Crosses 54,000 Milestone as Caterpillar and Goldman Lead Charge
The Dow Jones Industrial Average surpassed 54,000 for the first time, driven by strong gains in Caterpillar and Goldman Sachs, which together accounted for nearly 60% of the index's advance.
Cisco Surges Past Nasdaq Despite Light Volume
Cisco (CSCO) closed at $114.17, up 1.25% on Friday and 2.0% for the week, outperforming the Nasdaq by 4.1 points. However, trading volume was 33% below average, questioning the rally's sustainability.
Arista Networks Plunges $15B as Insider Sales Spotlight Rich Valuation
Arista Networks (ANET) erased $15.4B in market value after insider stock sales drew attention to its high valuation. CEO Jayshree Ullal sold $43.9M in shares.