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HSBC Downgrades Cisco Systems Stock to Hold as Analyst Cites Decelerating Revenue Growth

Google, Amazon, and Meta All Just Raised Capex Guidance Again. This Boring Industrial Wins No Matter Whose AI Infrastructure Is Best.

If there was any worry that spending on artificial intelligence (AI) was finally set to slow down, it's just been wiped away. Not only are big tech companies not dialing back their aggressive investments in AI infrastructure, but they're ramping them up. Google parent …

121,506 Shares in Cisco Systems, Inc. $CSCO Bought by Plato Investment Management Ltd

Plato Investment Management Ltd acquired 121,506 shares of Cisco Systems (NASDAQ:CSCO) during the second quarter, valued at approximately $14.2 million. This investment represents 0.8% of Plato Investment Management's total holdings. Cisco recently reported strong quarterly revenue and adjusted EPS, exceeding analyst estimates, and provided …

Simplicity Wealth LLC Buys Shares of 95,826 Cisco Systems, Inc. $CSCO

Simplicity Wealth LLC has acquired a new stake of 95,826 shares in Cisco Systems, Inc., valued at approximately $11.256 million, as disclosed in its latest SEC filing. This comes amidst other institutional investors adjusting their positions in Cisco, and several Wall Street analysts maintaining …

Morgan Stanley sees AI financing as defining summer 2026 By Investing.com

Morgan Stanley analysts predict that summer 2026 will be characterized by significant developments in AI financing, rather than new technological releases. This shift is driven by the rapid adaptation of capital markets to fund the extensive AI infrastructure buildout, with major hyperscalers like Microsoft, …

York Space Systems Inc. (NYSE:YSS) Receives Consensus Recommendation of "Moderate Buy" from Brokerages

HBK Sorce Advisory LLC Makes New Investment in Cisco Systems, Inc. $CSCO

HBK Sorce Advisory LLC has acquired a new position in Cisco Systems, Inc. by purchasing 55,221 shares valued at approximately $6.7 million during the second quarter. This investment comes as Cisco reports strong fiscal Q4 revenues and positive AI infrastructure order growth, leading to …

Meta and BlackRock’s $14bn data centre exposes lenders to insurance gap

A new Texas data centre campus owned by Meta and BlackRock is on the hook for huge losses in the event of catastrophic events, creating PREMIUM Upgrade to read this Financial Times article and get so much more. A Silver or Gold subscription plan …

Meta Platforms, Inc. $META Shares Sold by Spire Wealth Management

Secure Asset Management LLC Acquires 2,849 Shares of Meta Platforms, Inc. $META

Chase Investment Counsel Corp Makes New $1.22 Million Investment in Cisco Systems, Inc. $CSCO

Chase Investment Counsel Corp recently made a new investment of $1.22 million in Cisco Systems, acquiring 10,383 shares. This comes as institutional investors collectively own 73.33% of Cisco, which reported strong quarterly revenue and EPS, exceeding analyst expectations, driven by accelerating AI infrastructure demand. …

BDFS Capital LLC Increases Stock Position in Meta Platforms, Inc. $META

1ST Source Bank Buys Shares of 76,493 Cisco Systems, Inc. $CSCO

1ST Source Bank recently acquired 76,493 shares of Cisco Systems, Inc. (NASDAQ:CSCO) during the second quarter, valued at approximately $8.99 million, making it their 26th largest holding. This purchase contributes to institutional investors collectively owning 73.33% of Cisco's stock. The acquisition follows Cisco's strong …

57,683 Shares in Cisco Systems, Inc. $CSCO Purchased by AMG National Trust Bank

AMG National Trust Bank recently acquired 57,683 shares of Cisco Systems, Inc. (CSCO) valued at approximately $6.8 million, highlighting continued institutional interest in the company. Cisco recently exceeded quarterly earnings expectations with $1.22 EPS and $17.25 billion in revenue, also declaring a $0.42 quarterly …

JPMorgan downgrades York Space Systems stock rating on visibility

Ballard Power Systems, Inc. (NASDAQ:BLDP) Given Consensus Rating of "Hold" by Analysts

Price to earnings forward of Morgan Stanley Depositary Shares, each representing 1/1,000th of a share of Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series K – BOATS:MS/PK

Meta Platforms stock steadies after Q2 earnings miss as AI and legal risks shape the outlook

TD Power Systems Ltd. Share Price at Fresh 52-Week High

Mercury Systems (MRCY) Q2 Earnings Report Preview: What To Look For

Mercury Systems (MRCY) Q2 Earnings Report Preview: What To Look For Aerospace and defense company Mercury Systems (NASDAQ:MRCY) will be reporting results this Tuesday afternoon. Here's what to look for. Mercury Systems beat analysts' revenue expectations last quarter, reporting revenues of $235.8 million, up …

Veeva’s 52% quarter rebuilds the recovery, but light volume and weak Relative Strength keep the signal mixed

Veeva Systems added 5.8% in the latest week and now trades 33.9% above its weekly Trend Line, yet participation remains below average and Relative Strength has not turned positive.

Veeva Systems Inc Class A (VEEV) keeps its weekly trend active after a 52.2% 12-week run

The life-sciences software stock’s advance is broad, but lighter turnover and negative relative strength leave the confirmation mixed.

Q2 Rundown: MSCI (NYSE:MSCI) Vs Other Financial Exchanges & Data Stocks

Q2 Rundown: MSCI (NYSE:MSCI) Vs Other Financial Exchanges & Data Stocks Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let's have a look at MSCI (NYSE:MSCI) and its peers. Financial exchanges and data providers …

Insider Sale: Monolithic Power Systems Interim CFO Sells 105 Shares for $141,148

Meta Platforms (NASDAQ: META) Stock Price Fair Value Slashed To $754 As AI Costs Squeeze Margin Outlook

Adobe Trades at 10 Times Next Year's Earnings. Is It Finally Time to Buy the Stock?

Adobe (NASDAQ: ADBE) trades at $264.02 as of this writing, about 29% below its 52-week high of $370.86. After that slide, the stock costs about 15 times the earnings it reported over the past year. It costs about 11 times the non-GAAP (adjusted) earnings …

Short Interest in Direxion Daily META Bull 2X Shares (NASDAQ:METU) Rises By 84.0%

Short interest in Direxion Daily META Bull 2X Shares (NASDAQ:METU) increased by 84.0% in July, reaching 7.90 million shares, which represents 45.4% of shares outstanding. The leveraged ETF, which provides twice the daily exposure to Meta Platforms' stock, trades below its 52-week high and …

Securities Fraud Investigation Into Armstrong World Industries, Inc. (AWI) Announced – Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law Firm

Glancy Prongay Wolke & Rotter LLP has launched a securities fraud investigation into Armstrong World Industries, Inc. (AWI) following a significant drop in its stock price. The investigation stems from the company's Q4 and full-year 2025 financial results, which missed consensus estimates and revealed …

Wall Street Thinks Monolithic Power Is a Buy. Here’s Why It Might Be Right.

Morgan Stanley says disinflation is here, but risks to 2027 rate outlook remain

Morgan Stanley believes disinflation is currently underway, supported by recent U.S. inflation data showing moderated price pressures. While this suggests the Federal Reserve may hold interest rates steady, the firm highlights significant upside risks to its 2027 rate outlook, including potential new supply shocks …

Space is becoming an institutional asset class, Goldman says

[Rocket flies through the clouds] Alexyz3d/iStock via Getty Images Space is moving from a government-led frontier to an institutional asset class, as falling launch costs, private investment and public-market funding reshape the orbital economy, according to the Goldman Sachs Global Institute. In a report …

Die Vestas-Wind-Aktie legt nach Gewinnsprung und höherer Prognose zu

Die Cadence-Design-Systems-Aktie steigt moderat, Analysten sehen weiteres Potenzial