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The Nvidia Trap: Why the Tech Giant’s Runway Is Running Out
Barchart52d agoneutral
The Nvidia Trap: Why the Tech Giant’s Runway Is Running Out

Nvidia’s exponential growth is hitting a physical and economic wall as it faces a two-front war against custom AI chips and shrinking margins. While the company expands into lower-profit infrastructure to defend its dominance, this defensive strategy will inevitably dilute its massive profits and halt NVDA stock's seemingly limitless surge.

Mag Seven to Lag Seven: When ‘One Decision’ Stocks Stumble
The Wall Street Journal52d agobearish
Mag Seven to Lag Seven: When ‘One Decision’ Stocks Stumble

​📈 Follow our live markets data and coverage. Wharton School finance professor Jeremy Siegel, a cheerleader for staying invested as the 1990s bull market bubbled higher, made a surprising argument at the time. The boom-and-bust Nifty Fifty stocks of the early 1970s, long trotted out as a cautionary tale of falling in love with one group, weren’t so bad.

US Supreme Court ends suit alleging Cisco helped China pursue Falun Gong
Reuters53d agoneutral
US Supreme Court ends suit alleging Cisco helped China pursue Falun Gong

WASHINGTON, June 23 (Reuters) - The U. Supreme Court further limited the reach of a federal law used to hold corporations liable for human rights abuses committed abroad, as it issued a ruling on Tuesday ending a lawsuit by members of the Falun Gong movement accusing Cisco ‌Systems of facilitating religious persecution in China.

How Cisco’s Secure AI Factory and Quantum Networking Bets Could Reshape the Cisco Systems (CSCO) Narrative
Simply Wall St.53d agoneutral
How Cisco’s Secure AI Factory and Quantum Networking Bets Could Reshape the Cisco Systems (CSCO) Narrative

In June 2026, Equinix announced an expanded collaboration with Cisco and NVIDIA to bring the Cisco Secure AI Factory into Equinix’s global data centers, while Cisco also joined Eurofiber, QBird and others as a founding partner of the Quantum Communication Fieldlab Rotterdam to advance quantum-secure networking in real-world infrastructure. Together, these initiatives highlight Cisco’s push to embed its networking and security technology at the heart of emerging AI and quantum-secure...

1 Services Stock to Target This Week and 2 Facing Headwinds
StockStory54d agoneutral
1 Services Stock to Target This Week and 2 Facing Headwinds

Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. Market leaders have certainly capitalized on outsourcing trends and digital transformation initiatives to boost sales, helping fuel a 8.2% gain for the industry over the past six months. This performance has closely followed the S&P 500.

Cisco Stock Looks Strong, But One Number Says Be Careful
Trefis54d agoneutral
Cisco Stock Looks Strong, But One Number Says Be Careful

After an 87% run over the last year (as of June 18), it’s hard to find much fault with Cisco Systems (CSCO) stock. The company is posting record revenue, and its AI-related orders are surging. But when a stock is priced for perfection, sitting near its high, the most important signals are often the quiet ones that run counter to the main story.

Nvidia's $6.9 billion side bet just paid off in a big way
TheStreet57d agoneutral
Nvidia's $6.9 billion side bet just paid off in a big way

Back in 2020, Nvidia dropped $6.9 billion on a company most people had never heard of, Mellanox, an Israeli outfit that made networking switches and adapters. At the time, it barely registered. Jensen Huang was buying GPUs, building the chip story, and a networking company felt like a rounding ...

Cisco (CSCO) Pushes Further Into Quantum Security And Enterprise AI
Simply Wall St.58d agoneutral
Cisco (CSCO) Pushes Further Into Quantum Security And Enterprise AI

Cisco Systems (NasdaqGS:CSCO) is a founding partner in the new Quantum Communication Fieldlab Rotterdam, focused on quantum secure networking. The initiative is intended to test and validate quantum resistant communication infrastructure in real world conditions. Cisco also launched the Secure AI Factory with Equinix and NVIDIA, aimed at simplifying enterprise scale AI deployment. The Secure AI Factory centers on pre integrated infrastructure that combines networking, compute, and colocation...

Find Top AI Stocks Using This Zacks Tool
Zacks59d agoneutral
Find Top AI Stocks Using This Zacks Tool

This Zacks Thematic investing screen features a diverse set of companies involved with AI, ranging from creators of software and hardware that power AI to those applying and utilizing the technology through other means.

Cisco Systems (CSCO) Stock After 87% One-Year Rally Is The Price Still Reasonable
Simply Wall St.60d agobullish
Cisco Systems (CSCO) Stock After 87% One-Year Rally Is The Price Still Reasonable

With Cisco Systems stock on many investors' watchlists, the key question is whether the current share price fairly reflects what the company may be worth over the long run. The stock most recently closed at US$119.57, with returns of 57.2% year to date and 87.2% over the past year, while the return over the last 7 days declined 0.7% and the return over the last 30 days was 1.2%. These moves can change how investors think about both upside potential and risk. Recent news coverage has focused...