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Fortinet stock soars 87.5% YTD on AI-driven security growth and strong earnings, but premium valuation and rising competition may temper upside.

Cisco aims to get out in front of cyberattacks on businesses.

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.

Software M&A activity has returned in 2026 as public SaaS multiples compress while private equity dry powder and strategic stack consolidation remain abundant. Mid-cap, sticky enterprise software companies with negative book equity, AI-relevant platforms, and visible activist or buyback signaling are the most logical targets. We screened for six attributes: Digestible market cap between $1 ... From Activist Pressure to AI Fit: Why These 3 Software Stocks Could Be Gone by Year-End

If you were asked to name the stock that returned +305% in the last twelve months, you might guess a hot chip designer or a buzzy software name. You would probably not guess Corning (GLW), the maker of glass and ceramics. Yet here we are. While the S&P 500 managed a respectable +30% gain, GLW significantly outperformed both the broader market and its industry peers.

Cisco Systems, Inc. (NASDAQ:CSCO) ranks among the best most active stocks to buy according to hedge funds. On May 15, HSBC boosted Cisco Systems Inc.’s (NASDAQ:CSCO) rating to Buy and hiked its price target to $137 from $77, citing a stronger-than-expected AI infrastructure demand pattern that has significantly changed the company’s growth profile. Analyst Stephen […]

Cisco Systems recently reported record quarterly revenue with earnings above analyst expectations, raised its AI infrastructure orders target, and filed a US$41.20 million shelf registration for ESOP-related common stock offerings. The company also launched its AI-powered Cisco Cloud Control and Live Protect platforms, underscoring a push to tie networking, automation, and cybersecurity into a unified AI-centric infrastructure offering. We’ll now examine how Cisco’s new Cloud Control AI...

Today, June 2, 2026, a powerful AI-chip surge sent U.S. stocks to fresh records even as Alphabet slipped on a huge stock sale plan.

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.13%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.45%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.48%. June E-mini S&P futures (ESM26 ) rose +0.14%, and June E-mini Nasdaq futures...

Yahoo Finance Tech Editor Dan Howley comes on Market Domination to break down the day’s leading and trending tech stories, including Cisco Systems (CSCO) unveiling its new Live Protect platform to help customers and businesses defend against AI-enhanced cybersecurity threats.

Shares of Hewlett Packard Enterprise soared on Tuesday after AI demand boosted its quarterly results. It joins Dell, Cisco and Intel among Dotcom Bubble survivors that are once again being boosted by a massive tech infrastructure buildout.

Shares of Cisco Systems (NASDAQ:CSCO) are up 5% in midday trading on Tuesday, June 2, changing hands at $127 and change after a Monday close of $121.33. Cisco stock is printing fresh all-time highs as the company unveiled a sweeping AI cybersecurity and unified management push at its annual Cisco Live U.S. conference. The networking ... Cisco Advances 5% to Record Highs on AI Cybersecurity Push, Arista Climbs as Networking Trade Extends

Cisco's announcement comes as Anthropic is set to release its Mythos model in the coming weeks.

Bandwidth (BAND) shares are up nearly 390% over the past 52 weeks. BAND has demonstrated exceptional technical momentum, maintaining a 100% “Buy” technical opinion from Barchart. Analysts forecast robust revenue and earnings growth, with earnings projected to rise 25.87% this year and 24.33% next year. Wall Street sentiment is strongly...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.29%. June E-mini S&P futures (ESM26 ) are up +0.20%, and June E-mini Nasdaq futures...

Cisco's Live Protect is meant to help combat the threat of AI-powed cyberattacks.

If you are wondering whether Cisco Systems at US$121.33 is still priced reasonably after a strong run, the next sections will help you put that question on a more structured footing. The stock has posted returns of 0.8% over the last 7 days, 32.1% over the last 30 days, 59.6% year to date, 94.4% over 1 year and 162.6% over 3 years, with the 5 year return at 159.6%. Recent performance is front of mind for many investors assessing value and risk. Recent attention on Cisco Systems has centered...

Stock Market Today: The Dow Jones index dropped Tuesday with U.S.-Iran talks ongoing. AI name Marvell stock soared 19%.

Zoom (ZM) is actively shedding its reputation as a single-use utility. Following a robust Q1 FY27 earnings beat and a speculative surge tied to Anthropic's IPO plans, shares have rallied to $112. As the stock trades at a notable premium, investors must determine if Zoom's AI-driven enterprise pivot truly justifies this momentum.

Dell Technologies (NYSE:DELL) has become one of the market’s biggest AI winners. The stock has rocketed over 250% year to date and more than 100% in the past month alone, fueled by explosive demand for AI infrastructure. Yet even some bulls are beginning to question how much future growth is already reflected in the share ... Analyst Says Dell’s Momentum Is Real, But Valuation Is Risky with Stock Up 250% YTD

In an echo of the late 1990s, Cisco Systems and IBM were the best-performing stocks in the Dow Jones Industrial Average last month.

Investors have watched Nvidia (NASDAQ:NVDA) ride the AI wave to extraordinary heights, with data center revenue exploding in recent years. Yet amid the hype, one of Wall Street’s sharpest skeptics keeps raising red flags about its financing arrangements. Michael Burry, the investor who foresaw the 2008 housing crisis, took to his Cassandra Unchained Substack and ... Michael Burry Just Called Nvidia’s SpaceX Chip Deal ‘Fugazi.’ Here’s Why It All Seems Wrong

Here is how Aehr Test Systems (AEHR) and Cisco Systems (CSCO) have performed compared to their sector so far this year.

Cisco (CSCO) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Cisco Systems (CSCO) is back in focus after reporting record quarterly revenue, strong AI infrastructure orders of US$5.3b year to date, and issuing earnings and revenue guidance above analyst expectations. See our latest analysis for Cisco Systems. The strong quarterly update and AI related announcements have coincided with a 31.11% 1 month share price return and a 58.36% year to date share price return, while the 1 year total shareholder return of 92.94% points to powerful, sustained...

Cisco Systems, Inc. (NASDAQ:CSCO) is included among the 15 Best Dividend Paying Stocks to Buy Right Now. On May 26, BofA raised its price recommendation on Cisco Systems, Inc. (NASDAQ:CSCO) to $135 from $114. It reiterated a Buy rating on the stock. The firm said Cisco’s fiscal third-quarter results, along with management’s comments about continued strong […]

BARRONS RETIREMENT NEWSLETTER The nineties are back in style. Young people are wearing wired headphones and yearning for an analog time they never got to experience. But what about the stock market? Investors continue to debate whether tech stocks are partying like it’s 1999.

Ciena Corporation (NYSE:CIEN) is one of the 10 Best Data Center Stocks with Huge Upside Potential. On May 26, 2026, BofA analyst Tal Liani raised the firm’s price target on Ciena Corporation (NYSE:CIEN) to $660 from $550 and maintained a Buy rating on the shares. Liani said Cisco’s (CSCO) recent fiscal Q3 results and commentary […]

Cisco Systems (NASDAQ:CSCO) just posted record quarterly revenue of $15.84 billion with networking up 25% year over year and AI infrastructure orders of $5.3 billion year to date. The stock has more than doubled, climbing 91.59% over the past year to $118.64. Can CSCO reach $175 by 2028? That is a stretch, but not impossible. ... Prediction: Cisco Stock Will Trade at This Price in 2028

(Bloomberg) -- They were all stars of the dot-com era before fading into the background as the bubble burst and a new generation of tech darlings rose to the forefront. But Dell Technologies Inc., Nokia Oyj and Lenovo Group Ltd. are back with a vengeance thanks to the unrelenting artificial intelligence spending boom.Most Read from BloombergStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseCVS Returns Zepbound to Drug Plans