SentinelOne has quietly built a cybersecurity platform that four of the world's most powerful tech companies would each benefit from owning, but for very different reasons. Only one of them makes a clean strategic case without antitrust landmines or cultural resistance getting in the way.
Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Cisco shares have been red-hot in 2026 on the back of favorable quarterly results that have revealed hot demand for its solutions for AI infrastructure.
Ford Motor, Wayfair and Cisco have been highlighted in this Market Edge article.
Cisco and Planet Fitness have been highlighted as Zacks Bull and Bear of the Day
Robinhood Markets and a pair of resurgent AI infrastructure plays, Dell Technologies and Cisco Systems, lead this weekend's watchlist of five stocks near buy points. Joining HOOD and AI stocks DELL and CSCO are two IRL (in real life) stocks. Outfront Media, a real estate investment trust, focuses on billboard and transit advertising, while Match Group operates Tinder and other dating sites.
Before the stock took off, the company was repeatedly telling anyone who would listen that it simply could not make its AI-enabling components fast enough.
Taiwan Semi, Goldman and GE Aerospace are big earnings due with the market improving. Nvidia, Sandisk, Micron, Robinhood are near buy points.
Cisco stock has surged as AI networking, optics, Splunk and hyperscaler spending transform the company into an infrastructure winner.
Ciena's optical networking systems became essential AI infrastructure in 2026. But the rally came with a hefty dose of valuation risk.
CIEN is riding the AI-driven optical networking demand, record revenue and a growing backlog. See what's fueling its outlook despite supply constraints.
S&P 500 earnings are expected to soar in Q2. Will these companies see it too?
AMZN, GOOGL, CSCO, NET and PLTR are five cloud computing stocks positioned to benefit from AI-driven expanding data center growth in 2H 2026.
At Cisco Live US 2026, Rafay Systems became a Cisco Solutions Plus partner, allowing customers to buy Rafay’s orchestration and governance platform on the same purchase order as Cisco’s Nexus One AI infrastructure to support multi-tenant AI cloud deployments. This partnership gives Cisco’s AI networking hardware a tightly integrated software layer aimed at speeding customers’ AI cloud rollout and improving utilization of their GPU resources. We’ll now explore how Cisco’s deeper integration...
Cisco Systems is involved in a new U.S. Army IT modernization contract worth $230 million over 12 months. The agreement, routed through World Wide Technology, covers enterprise wide upgrades to Army IT infrastructure, software, hardware, and training. Cisco is also partnering with the College Board to co develop and support a new AP Cybersecurity course for nationwide rollout. The education initiative targets the global cyber talent shortage by bringing cybersecurity content into U.S. high...
Cisco Systems Inc. (NASDAQ:CSCO) is one of the best QQQ Stocks to invest in. On July 2, Cisco and the College Board announced that a new AP Cybersecurity course will launch for the 2026-2027 school year as part of the AP Career Kickstart program. Cisco Networking Academy will support this initiative by providing schools with […]
Starboard Value just secured two board seats at Dynatrace and a billion-dollar buyback authorization, moves that echo its Splunk campaign almost exactly before Cisco swooped in with a $28 billion offer. Whether history repeats depends on signals that are only starting to emerge.
In the closing of the recent trading day, Cisco Systems (CSCO) stood at $113.82, denoting a +1.82% move from the preceding trading day.
Tech billionaire Vinod Khosla's appetite for risk dates back to 1976, when he first came to the U.S. from India, knowing no one but driven by his ambition to start his own company. He breaks down how he applies risk to his own life—and his investing.
AI stocks are soaring, but so did tech in 2000. Here's what the dot-com crash, Cisco, and today's concentration risk reveal about whether the AI bubble is real, and what it means for your money.