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Dell Technologies stock could have more room to run—even after this year’s meteoric rise—as artificial intelligence hardware demand remains resilient. Wells Fargo analyst Aaron Rakers raised his price target on Dell to $545 from $505 on Friday, which implies a 10% increase from the stock’s last closing price of $494.51. Dell’s “server results and outlook present continued upside,” Rakers wrote in a research note.

Target stock is holding near highs, but Walmart is struggling as investors prepare for a parade of earnings reports in the retail sector.

Tech stocks look a touch lively in premarket trading.

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.

Two optics companies beat earnings estimates and watched their stocks crater while rivals selling into the exact same AI demand surge went flying in the opposite direction. The divergence comes down to something buried in the cash flow disclosures that most headlines missed.

The S&P 500 and Nasdaq Composite were up in late-morning trading Thursday, while the Dow Jones Indus

Cisco Systems Inc (NASDAQ:CSCO, XETRA:CIS) reported fiscal fourth-quarter revenue of $17.3 billion, up 18% year-over-year and above the $16.82 billion analyst estimate, as networking demand and artificial intelligence orders drove growth. Non-GAAP earnings per share came in at $1.22, up 23%...

Cisco targets $7.5 billion in fiscal 2027 AI infrastructure revenues as hyperscaler demand fuels a broader networking refresh despite margin pressure.

The networking company posted $17.25 billion in quarterly revenue and guided well above Wall Street expectations for the year ahead

Cisco's fiscal 2026 closes with record $63.3 billion revenue, driven by AI infrastructure demand and a networking super cycle, with projections for continued strong growth in fiscal 2027.

Cisco Systems (NASDAQ:CSCO) reported record fourth-quarter and fiscal 2026 results, citing broad demand for networking, AI infrastructure, security and collaboration products. The company also issued fiscal 2027 guidance that calls for continued revenue and earnings growth as it pursues what Chief E

AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.

Cisco stock rose amid fiscal Q4 earnings and revenue that topped estimates while the company's fiscal 2027 sales outlook came in above views.

Networking technology giant Cisco (NASDAQ:CSCO) will be reporting earnings this Wednesday after market close. Here’s what to look for.

CoreWeave Inc (NASDAQ:CRWV) stock is trading higher Wednesday after the company beat Street estimates and shared a strong backlog. The stock is one of two highlighted by tech investor Dan Ives this week that could show the momentum trade in AI is still in its early innings. Dan Ives on AI Trade Dan Ives has moved on from being an analyst at Wedbush, but he’s just as bullish on the AI sector in his new role leading Yorkville Ives. With stock market indexes at record highs, Ives was recently asked

Cisco is set to post earnings after the closing bell Wednesday, with traders anticipating a move that could bring the stock back near its June highs.

Cisco and Coherent both report earnings the same afternoon, putting two very different AI networking bets head to head. One carries a 93% crowd-backed beat probability while the other just shed 14% in a single session, and only one belongs in a retirement portfolio.

Ahead of Cisco Systems, Inc‘s fourth-quarter earnings report on Wednesday, Aug. 12, investors may be eyeing potential gains from the company’s dividends. Currently, Cisco has an annual dividend yield of 1.38%, which is a quarterly dividend amount of 42 cents...

The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.

S&P 500 companies' quarterly earnings growth rate eased from a week ago amid a drop in the healthcar

Cisco Faces a Major AI Test as Q4 Earnings Approach

Analysts have been raising price targets for Cisco Systems, set to report earnings this week. CSCO stock has been in a trading range. Shorting one-month out-of-the-money (OTM) puts and calls works.

Wall Street futures pointed moderately higher pre-bell Monday as traders awaited developments in the

This week is much more sedate on the earnings front after a busy few weeks, which could be a good or a bad thing depending on your approach. This week we have Cisco Systems, RocketLab, CoreWeave and Applied Materials as the main companies reporting.

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire, Cisco, Lumentum are on tap.

Cisco is approaching Q4 earnings with solid AI momentum, rising networking demand, and expectations for another solid quarter.

It needs to achieve growth on multiple fronts, but most of the steep valuation is rooted in one particular business's potential.

Bank of America recommends purchasing select stocks, including Spotify, Ralph Lauren, RB Global, DoorDash, and Cisco Systems, ahead of their quarterly financial releases.

Lam Research tops Q4 FY26 estimates as NAND revenues more than double sequentially and support sales hit a third straight record.

Wall Street keeps reaching for the dot-com playbook every time an AI stock surges, but Fox Business host Charles Payne thinks that reflex is costing investors something far more valuable than peace of mind.