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Cisco Falls 7% Despite Strong AI Outlook

This article first appeared on GuruFocus. Cisco Systems Inc. (CSCO, Financials), the networking equipment maker, fell about 7% in premarket trading even after its latest results and outlook came in ahead of Wall Street expectations. The disconnect appears to be margins. Warning! GuruFocus has …

Visa Stock Edges Higher as Ackman Backs Network Durability

This article first appeared on GuruFocus. Visa (NYSE:V), the global payments giant, advanced approximately 0.5% Thursday morning after Pershing Square revealed a new position. The bet comes right when investors are asking tougher questions about Visa's future. Stablecoins are growing. AI agents could reshape …

Super Micro Stock Is on a Tear. Why the Market Loved Its Earnings More Than Cisco’s.

Super Micro Computer stock continued its post-earnings rally Thursday while Cisco Systems —another hardware maker that has gotten an artificial-intelligence boost—fell hard. Super Micro stock surged 8% on Thursday to $40.63. Super Micro reported fiscal fourth-quarter financial results after the stock market closed Tuesday. …

Stocks See Support from Favorable PPI Report

The S&P 500 Index ($SPX) (SPY) is up +0.57%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.22%. September E-mini S&P futures (ESU26) are up +0.58%, and September E-mini Nasdaq futures (NQU26) are …

Stock Market Today: Nasdaq 100 Leads Upside; Sellers Yank Coach Bag Firm Lower (Live Coverage)

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading

Cisco Stock Tumbles 8.8% as AI Hardware Squeezes Margins

This article first appeared on GuruFocus. Cisco Systems (NASDAQ:CSCO), the networking and cybersecurity giant, tumbled roughly 8.8% in Thursday's regular session even after putting up record quarterly numbers and forecasting a stronger-than-expected year ahead. That tells you exactly where Wall Street's attention is: not …

Update: Equity Markets Mostly Higher Intraday Following Wholesale Inflation Report

Stocks_Chart market equity trading wall street -Shutterstock (Updates with latest market prices and developments.)US benchmark equity indexes were mostly higher intraday following another benign inflation report.The Nasdaq Composite was up 0.8% at 26,796.98 after midday Thursday, while the S&P 500 rose 0.6% to 7,795.4. …

Sector Update: Tech Stocks Gain Thursday Afternoon

Tech stocks were higher Thursday afternoon, with the State Street Technology Select Sector SPDR ETF PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have …

CLS vs. ANET: Which AI Stock Offers the Better Growth Opportunity?

The rapid expansion of AI infrastructure has created a strong opportunity for the companies that supply computing and networking systems required to develop AI models. Arista Networks, Inc. ANET offers Ethernet switches, routing platforms and EOS software engineered for high bandwidth, low latency and …

Forget Chips: This Analyst Says 4 “Old School” Themes Could Be the Real AI Industrialization Winners

Quick Read Martin Marietta posted record aggregates shipments and 7.5% revenue growth, yet sits down 12% year-to-date, while CRH is down 21% despite posting 18% revenue growth. Thompson used Cisco's 60% rally to argue the compute layer is fully priced in, while Ferguson's data …

Cisco Gross Margin Seen Pressured Into Fiscal 2027 Amid Faster Hardware Mix, Morgan Stanley Says

Cisco Systems' (CSCO) gross margin is likely to face further pressure from faster hardware mix into PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already …

Update: US Equity Indexes Mixed as Soft Wholesale Inflation Helps Lift Bets for Fed Policy Pause

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? …

Stocks Close Higher on Favorable CPI Report and Positive AI News

The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks …

Cisco's Q4 Earnings Beat Estimates, Strong Networking Aids Revenues

Cisco Systems CSCO reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.22 per share, up 23% year over year and beating the Zacks Consensus Estimate by 4.27%. Broad networking demand and operating leverage supported the year-over-year growth. Revenues increased 18% year over year to $17.252 …

Sandisk, Cisco, Micron, Ondas, Coherent, Cerebras, and More Stocks That Explain Today’s Market

Stocks rose Thursday following softer-than-expected wholesale inflation data for July and growing confidence that the Federal Reserve won’t raise interest rates. The company added that adjusted gross margins should stabilize at around 80% over that period, with an adjusted free-cash-flow margin of about 50%. …

Why the Dow Is Dropping but the S&P 500 Is at a Record High

The Dow’s early gains have faded away, but the S&P 500 is up to its highest levels on record. The Dow Jones Industrial Average was down 90 points, or 0.2%, after rallying 200 points earlier in the morning. The S&P 500 was up 0.4% …

AT&T (T) Stock Still Looks A Bargain On Earnings But Weaker On Growth

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. AT&T stock has more than doubled over the past three years, yet recent weakness over the last year and a mixed shorter term picture …

Top Midday Stories: Accelerant to be Taken Private by Thoma Bravo in $4 Billion Deal; Cisco Shares Fall Despite Strong Earnings, Guidance

The S&P 500 and Nasdaq Composite were up in late-morning trading Thursday, while the Dow Jones Indus PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade …

Stock Market Today: Dow's Gain Vanishes; Credo Technology Approaches New Entry (Live Coverage)

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading

European Equities Traded in the US Rise in Thursday Trading

European equities traded in the US as American depositary receipts were higher late Thursday morning, rising 0.45% to 1,969.72 on the S&P Europe Select ADR Index. From continental Europe, the gainers were led by biopharmaceutical company Cellectis (CLLS) and biotech firm Evaxion Silver Upgrade …

Cisco Sees Strong Enterprise, AI Demand as Market-Share Momentum Builds, Morgan Stanley Says

Cisco Systems (CSCO) is benefiting from broad-based strength across its core enterprise business and hyperscaler AI infrastructure, with improved supply availability helping drive market-share gains and stronger growth, Morgan Stanley said Thursday in a report.Cisco's core Silver Upgrade to read this MT Newswires article …

1 Growth Stock Set to Flourish and 2 We Find Risky

1 Growth Stock Set to Flourish and 2 We Find Risky Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID …

Cisco raises AI outlook as infrastructure demand accelerates

Yahoo Finance Executive Editor Brian Sozzi welcomes Cisco (CSCO) CFO Mark Patterson to discuss the company's latest earnings, investor concerns, and Cisco's updated full-year AI outlook. Cisco is forecasting continued strength in AI infrastructure demand, with FY2027 AI infrastructure revenue expected to reach $7.5 …

1 Growth Stock to Add to Your Roster and 2 We Turn Down

1 Growth Stock to Add to Your Roster and 2 We Turn Down Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to …

Stock Market Today: Dow Lags Nasdaq's Gain; Cisco Falls 7% On Earnings (Live Coverage)

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading

Nvidia bulls may have a small problem on their hands

If there is any reason to proceed with caution ahead of Nvidia's (NVDA) earnings on Aug. 26, it's that the market is positioned for the company to post great results and for CEO Jensen Huang to sound super bullish on the earnings call. This …

Die Motorola-Solutions-Aktie legt nach starken Q2-Zahlen und höherer Prognose zu

Cisco Q4 Earnings Call Centers on AI Networking Supercycle

Cisco Systems, Inc. CSCO used its fiscal fourth-quarter 2026 call to frame AI as the catalyst for a broader networking refresh. Chairman and CEO Chuck Robbins pointed to demand across hyperscalers, enterprises and telecom customers, while management set fiscal 2027 AI infrastructure revenues at …

Stocks rise on broad sector strength: AlphaCheck

Good morning. Stocks opened in the green on Thursday after another inflation reading led traders to pare back bets of a Federal Reserve rate hike in September. Falling oil prices and strong earnings continued to stabilize markets. Here's a check of the markets in …

Cisco: Creating the Intelligent Workplace Experience: A Connected Workplace Blueprint

By Christian Bigsby NORTHAMPTON, MA / ACCESS Newswire / August 13, 2026 / Read on Cisco's Blog At Cisco, we don't just sell networking, security, and collaboration technologies, we live them. Our offices around the world serve as proving grounds where we deploy the …

Exchange-Traded Funds, Equity Futures Higher Pre-Bell Thursday Amid Producer Inflation Data Release

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2%, and the actively tra PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. …

Update: US Equity Futures Mostly Flat Pre-Bell as Traders Evaluate Further Inflation Data

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock movements.)US equity futures were mostly flat pre-bell Thursday as traders evaluated another key inflation report, after yesterday's July consumer inflation reading matched Silver Upgrade to read this MT Newswires article …

Cisco Stock Fell 6% as Margins Slipped

This article first appeared on GuruFocus. Cisco (NASDAQ:CSCO) fell 6% premarket after reporting fiscal fourth-quarter revenue of $17.3 billion and non-GAAP earnings of $1.22 per share, both ahead of the analyst consensus of $16.84 billion and $1.17. Total product orders rose 35%, and AI …