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Right now, the top 25 largest stocks in the S&P 500 account for a staggering 52% of the total index weight.
B. Riley Wealth chief market strategist Art Hogan and Yahoo Finance Senior Business Reporter Ines Ferré chat with Yahoo Finance Executive Editor Brian Sozzi about where "throwback" tech stocks, like Dell (DELL) and Cisco (CSCO), fit into the artificial intelligence (AI) trade.
Cisco Systems has outperformed the Technology sector over the past year, and analysts are moderately optimistic about the stock’s prospects.
After Intel Cisco and Corning earlier this year, data storage company NetApp is the latest tech stalwart set to finally surpass its 2000 record high. “Throughout our history, NetApp has ridden wave after wave of change in the IT ocean,” the company’s history page reads. True to its word, NetApp is now riding the AI wave.
Moby summary of ePlus inc.'s Q4 2026 earnings call
The Israel-based website builder joins a growing list of companies trimming staff amid the ‘fast evolution’ of AI, including Meta, Cisco, and Intuit.
CSCO is tying Security to the AI infrastructure cycle, using Splunk-driven observability and new AI-agent defenses to fuel medium-term growth.
Cisco Systems, Inc. (NASDAQ:CSCO) is included among the 10 Safe Stocks to Buy for the Long Term in 2026. On May 26, BofA raised the firm’s price target on Cisco Systems, Inc. (NASDAQ:CSCO) to $135 from $114. It reiterated a Buy rating on the shares. The analyst said Cisco’s recent fiscal Q3 results, along with […]
Cybersecurity demand is rising with AI and cloud growth as FFIV, CSCO, DDOG and PLTR expand security and observability offerings.
Cisco Systems (NasdaqGS:CSCO) has joined Automation Anywhere, NVIDIA, Okta, and OpenAI to launch EnterpriseClaw, a next generation AI automation platform. The platform introduces centrally managed, claw style AI agents that operate across enterprise systems, spanning cloud, desktop, and on premises environments. Cisco is contributing its Cisco AI Defense technology to provide security and oversight for these autonomous agents within enterprise workflows. This move puts Cisco directly into...
Dell Technologies (DELL) stock has surged 30% in just the last five trading days. And whenever a move like that happens, the instinct for a lot of investors is obvious: chase the momentum before it disappears.
Arista Networks Inc. (NYSE: ANET) has climbed 8.5% in just the last five trading days, which naturally gets momentum traders excited. A move like that in a high-growth tech stock tends to attract attention fast — especially in a market still obsessed with anything tied to AI infrastructure and cloud demand.
Does Cisco Systems (CSCO) have what it takes to be a top stock pick for momentum investors? Let's find out.
Cisco Systems (NASDAQ: CSCO) is the AI networking name dominating every screen this month, with shares up 54.9% year to date on the back of a raised $9.0 billion FY26 AI infrastructure order target. But here is what investors should actually be watching. The Cisco Trade Is Crowded and Fully Priced Cisco opened Wednesday at ... Forget Cisco: Nokia Is the AI Networking Stock Nobody’s Watching
Okta (NasdaqGS:OKTA) is serving as the identity management provider for Automation Anywhere's new EnterpriseClaw AI automation platform. The solution, launched in partnership with Cisco, NVIDIA, and OpenAI, introduces enterprise wide claw style AI agents to handle complex workflows across cloud and on premises environments. Okta's role centers on secure, centralized authentication and policy enforcement for AI driven work streams. For investors tracking NasdaqGS:OKTA, this development comes...
Both Cisco Systems (CSCO) and NVIDIA (NVDA) delivered robust earnings releases this cycle, posting record results thanks to favorable trends stemming from the AI buildout.
The AI networking trade has produced one of the sharpest leadership shifts of the year, and it favors the name many investors had written off. Over the past month, Cisco Systems (NASDAQ:CSCO) stock has surged 32%, while Arista Networks (NYSE:ANET) stock has slumped 10% and Broadcom (NASDAQ:AVGO) stock has essentially drifted sideways. Today’s midday session ... Cisco Soars 32% in a Month, Arista Falls 10%, Broadcom Drifts: The AI Networking Trade Has a Clear Winner
Comparing Nvidia to Cisco Systems is a controversial topic. Nvidia’s sales growth this decade has looked similar to Cisco’s in its 1990s heyday, according to Ned Davis Research Group ‘s chief thematic strategist Pat Tschosik. After Cisco’s sales growth peaked in the second quarter of 1996, it then went through seven quarters of growth deceleration, before then accelerating for 12 quarters.
Investing.com -- Bank of America analysts have raised their price targets for Cisco Systems and Ciena, citing surging demand for high-speed optical networking equipment driven by artificial intelligence infrastructure expansion.
Orla Mining's rising earnings estimates and expanding gold production pipeline stand out as BitFuFu faces volatile mining economics.
US stocks are set to open higher after Monday’s Memorial Day holiday, catching up with strong gains elsewhere as investors tentatively welcome signs of progress towards a ceasefire deal between the US, Israel and Iran. Nasdaq futures were the strongest, up 1%, while gains for the Dow Jones...
Cisco Systems, Inc. (NASDAQ:CSCO) is one of the 10 Best Performing Data Center Stocks So Far in 2026. On May 14, 2026, Rosenblatt raised the firm’s price target on Cisco Systems, Inc. (NASDAQ:CSCO) to $150 from $100 and maintained a Buy rating on the shares following the company’s latest quarterly results. The firm said Cisco’s […]
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.
For years, investors treated artificial intelligence as a GPU story. Buy the chipmakers, ride the boom, and call it a day. But AI data centers have evolved into something much bigger — sprawling digital factories that need not only computing power, but also ultra-fast networking capable of moving oceans of data with almost no delay. ... Nvidia’s Hidden $60 Billion Business Is About to Overtake Broadcom
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 back in focus after a major reset in valuation work, with one fair value estimate moving from US$89.54 to US$124.45, a change of about 39%. Behind this shift, analysts are reacting to stronger AI infrastructure orders, networking demand and management’s margin focus following the latest quarterly report. As you read on, you will see how the bullish and cautious threads of this evolving story fit together, and what to watch if you are tracking Cisco’s narrative. Analyst Price...
Cisco Systems Inc. (NASDAQ:CSCO) is one of the best low risk stocks to buy in 2026. On May 12, Cisco and the United States Golf Association/USGA announced a multiyear extension of their partnership to integrate AI-ready infrastructure into the sport. Cisco will remain the Official Technology Partner, deploying advanced networking, cybersecurity, and observability solutions to […]
Investing.com -- Zoom Video Communications Inc (NASDAQ:ZM) has secured a financial return exceeding $1 billion from its early backing of artificial intelligence startup Anthropic, according to a regulatory filing made on Friday that was originally reported by Bloomberg.