Financial News

Legendary investor George Noble talks bond markets disarray, shorting consumer stocks, and Tesla.

Unlike Nvidia, Cisco offers AI growth with lower volatility and a more predictable income.

Nokia shares jumped more than 10% after Cisco’s strong fiscal Q3 2026 results, as investors increasingly view the company as a beneficiary of surging AI infrastructure and networking demand.

Cisco Systems' free cash flow fell vs last year, as did its FCF margins. However, its fair value could be 16% higher based on higher revenue forecasts. One play is to sell short out-of-the-money puts and calls.

Cisco Systems, Inc. (NASDAQ:CSCO) was among Jim Cramer’s Mad Money stock calls as he urged investors to exercise caution when it comes to red-hot AI stocks. Discussing Cerebras’s IPO, Cramer said: It took away from the extraordinary performance of Chuck Robbins at Cisco, showed an incredible acceleration, both sales and earnings. Cisco was the largest […]

The semiconductor stock surge has some on Wall Street warning about euphoria in the market.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

AI, semiconductor and digital infrastructure names led last week's large-cap gainers as strong earnings, upbeat guidance and analyst optimism fueled broad investor momentum.

Semiconductor stocks fell after Trump–Xi talks ended without major chip agreements, while AI demand and earnings strength supported select tech names.

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 cycle.

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 cycle.

Cisco Systems is cutting nearly 4,000 jobs as part of a sweeping restructuring effort designed to accelerate its push into artificial intelligence, security, silicon and networking infrastructure. Cisco Restructuring Focuses On AI, Security And Silicon On Wednesday, the networking giant...

This article examines what Cisco Systems' current share price of US$118.21 might imply for investors who are wondering whether the stock still offers value after a strong run, or if the easier gains may already have passed. The stock has delivered returns of 22.4% over the last week, 39.9% over the last month, 55.5% year to date and 90.1% over the past year, with longer term returns of 161.4% over three years and 160.1% over five years. Recent coverage has highlighted Cisco Systems as a...

Squaring AI-spurred layoff announcements with the available data on how companies have — and haven't — changed their workforces in the aggregate paints a more complicated picture of both the US labor market and AI's role in reshaping it.

Cisco is positioning itself as one of the companies built to win from the artificial intelligence boom. But that shift is bringing pain for workers. Despite a record quarter, the tech giant is reducing thousands of jobs as part of a broader restructuring tied to where it sees future growth. ...

Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.

Retail investors talked up five hot stocks this week (May 11 to May 15) on X and Reddit's r/WallStreetBets: CSCO, MU, MSFT, NVDA, NBIS.

After Cerebras popped in its market debut, all attention turns to SpaceX, OpenAI and Anthropic, which are already among the most valuable U.S. tech companies.

Equity markets are displaying multiple signs of a heavy concentration in tech stocks. Find out why the next significant move in equities is likely down.

U.S. stocks ended the week mostly unchanged amid persistent inflation pressures and surging Treasury yields. Read more about this week's major events on Wall Street.

Cisco Systems, Inc. is increasingly making a pitch that sounds less like a traditional networking company and more like an AI infrastructure heavyweight arguing that the next phase of the AI race will be won by companies that control their...

Strong earnings and guidance from companies tied to AI infrastructure, networking, semiconductors, and data centers pushed major indices to fresh record highs.

The Standard & Poor's 500 index edged up 0.1% this week, its seventh consecutive weekly gain, as a s

Investors are pouring money quickly into a new ETF that invests in companies involved with photonics and photolithography.

Investing.com -- U.S. indices have declined so far on Friday, following a strong run, as markets take a breather and investors digest the latest macroeconomic and geopolitical news.

The stock market largely erased weekly gains Friday as oil prices and Treasury yields jumped. Cisco was an earnings winner. The Trump-Xi summit head few breakthroughs.

There's a version of Cisco (CSCO) that Wall Street wrote off years ago — a legacy networking giant stuck in the slow lane while flashier AI names grabbed all the attention. That story is getting harder to tell lately. The 41-year-old multinational technology conglomerate headquartered in California ...

Few legacy tech names have staged a comeback like Cisco Systems (NASDAQ:CSCO). After spending more than two decades in the wilderness post dotcom, the networking giant is suddenly an AI infrastructure story, and the stock has responded with a vertical move that has even long-time holders asking how much further this can go. The 24/7 ... Cisco Price Prediction: This Will Be CSCO’s Stock Price Next Year

Friday’s CNBC Halftime Report on May 8 featured two very different AI market stories unfolding at the same time. One centered on growing optimism around Cisco Systems (NASDAQ:CSCO) ahead of earnings, while the other exploded mid-segment as Intel (NASDAQ:INTC) jumped double digits on reports of a preliminary chip manufacturing agreement with Apple (NASDAQ:AAPL). The Cisco ... Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings

Cisco Systems (NASDAQ:CSCO) just earned a strong endorsement from HSBC, which upgraded the networking giant to Buy from Hold and lifted its price target to $137 from $77. The trigger is straightforward: management’s AI infrastructure order book is accelerating, and Cisco now expects fiscal 2027 AI revenue of at least $6 billion. For prudent investors, ... HSBC Just Upgraded Cisco to Buy: $6 Billion AI Revenue Goal Resets the Growth Debate