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S&P 500 Hits Record as Cooling Inflation Boosts Rate-Cut Hopes

This article first appeared on GuruFocus. The S&P 500 moved into record territory Thursday after U.S. wholesale prices showed little change in July, giving investors another indication that inflation pressures may be easing. The benchmark was recently up about 0.5%, while the Nasdaq Composite …

Cisco Systems' Fiscal 2027 Revenue Outlook Seen As Conservative, UBS Says

Cisco Systems (CSCO) initial fiscal 2027 revenue outlook appears conservative, with UBS's analysis of orders and backlog suggesting the implied second-half growth rate could be understated by at least 5 percentage points.The company raised its fiscal 2027 AI revenue outlook to Silver Upgrade to …

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 …

Harmonic Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:HLIT) 2026-08-13

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 …

Viavi Solutions Gains From AI Infrastructure Demand as Margins Expand

Viavi Solutions Inc. VIAV is benefiting from rising AI infrastructure investment as demand for data center networking, testing and cybersecurity solutions drives growth. Fourth-quarter fiscal 2026 revenues rose 52.5% year over year to $443.1 million, while non-GAAP EPS reached 34 cents. Data center demand, …

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

S&P 500 tags an all-time high and these 20 names have helped fuel the rally

[S&P Market Index Concept with Financial Graphs] AlexSecret The S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) climbed to a fresh all-time high of 7,816.70 on Thursday, surpassing its prior record of 7,793.68 set on August 5. The benchmark advanced 0.6% for the session and is now up …

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 …

Viavi Solutions Stock: Is Growth Worth the Premium Valuation Now?

Viavi Solutions Inc. VIAV enters fiscal 2027 with a sharp improvement in revenue, earnings and operating margins. Fiscal 2026 revenues rose 40% year over year to $1.5 billion, while earnings increased 112.8% to $1 per share. The Zacks Consensus Estimate calls for fiscal 2027 …

Telesat Corporation Q2 2026 Earnings Call Summary

Telesat Corporation Q2 2026 Earnings Call Summary - Moby Strategic Execution and Market Positioning Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. …

Super Micro Climbs 7% on Record Backlog, Dell and Hewlett Packard Enterprise Gain 3%

Quick Read Super Micro Computer's FY2027 revenue guide of $65 to $72 billion far exceeded the $53 billion consensus, sending SMCI up 7% and pulling Dell higher alongside it. Goldman Sachs named NetApp a top U.S. hardware pick as Lenovo's AI server pipeline surged …

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

Morgan Stanley predicts that Cisco Systems' gross margin will face continued pressure through fiscal year 2027. This pressure is attributed to a faster hardware mix within the company's product offerings. The article from MT Newswires suggests that this financial outlook requires a premium subscription …

Harmonic to Participate in Upcoming Investor Conferences

Harmonic (NASDAQ: HLIT) announced that its President and CEO, Nimrod Ben-Natan, and CFO, Walter Jankovic, will be hosting investor meetings at two upcoming conferences in August and September 2026. These conferences include the Jefferies Semiconductor, IT Hardware & Communications Technology Conference in Chicago and …

Viavi Solutions Stock Falls 18.2% in 3 Months: Is it an Opportunity?

Shares of Viavi Solutions Inc. VIAV have declined 18.2% in the past three months despite a sharp improvement in the company's operating performance. Fiscal 2026 revenues rose 40% year over year to $1.5 billion, while non-GAAP earnings per share increased 112.8% to $1.00. Fourth-quarter …

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? …

Understand How Coherent and Lumentum Bypass an AI Bottleneck With Optics

Quick Read Coherent (COHR) posted 34% revenue growth and Lumentum (LITE) surged 109% as AI clusters abandon copper wiring in favor of optical connectivity. Coherent anchors its full photonic stack to an NVIDIA (NVDA) partnership, while Lumentum owns the high-margin laser engine inside modules …

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%. …

SpaceX Is Down 3.5% Thursday. Why Are Space Stocks Like AST SpaceMobile Under Pressure?

Quick Read LUNR's Q2 revenue miss weighed on space stocks, while SPCX digests a 35% weekly run powered by 247% AI revenue growth. Planet Labs and Redwire held modestly green on earnings strength, signaling today's weakness is sector rotation, not a broad space selloff. …

Why Hewlett Packard Enterprise (HPE) is Poised to Beat Earnings Estimates Again

Hewlett Packard Enterprise (HPE) is anticipated to beat earnings estimates again, driven by a strong history of exceeding expectations, with an average surprise of 28.23% over the last two quarters. The company's positive Zacks Earnings ESP of +9.96% combined with a Zacks Rank #2 …

Is Planet Labs The Cheapest Stock In The Space Economy?

Key Points Planet Labs’ stock has plunged more than 50% from its all-time high. It's cheaper than its peers, but investors shouldn’t ignore the red flags.10 stocks we like better than Planet Labs PBC › Planet Labs(NYSE: PL), a developer of satellite constellations, went …

Super Micro, Dell, and HP Jump After Strong Lenovo Earnings

Quick Read SMCI surged 10% and DELL neared $500 after Lenovo's AI server pipeline jumped 157% sequentially, validating broad end-market AI demand. Super Micro guided FY27 revenue to $72B, beating Wall Street's $53B estimate by nearly $20B, though negative operating cash flow remains a …

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% …

Is Harmonic (HLIT) Cheap On Its Earnings Beat And Raised Guidance?

What Does Hewlett Packard Enterprise (HPE) Risk From The New DDR5 ITC Case?

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Netlist has filed new patent infringement proceedings at the US International Trade Commission targeting Hewlett Packard Enterprise (NYSE:HPE) and other companies over DDR5 memory modules. The complaint …

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

Cisco is transforming its global workplaces into intelligent, data-driven environments by integrating technology at the core of their physical spaces. By using their own solutions for networking, security, and collaboration, Cisco has optimized its real estate footprint, achieved significant cost savings, and enhanced employee …

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 …

After Ondas Reports Mixed Earnings, Here's What Barchart Data Says Comes Next for ONDS Stock