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Cisco just blew past analyst expectations by a wide margin, yet shares are sliding. CEO Chuck Robbins says the skeptics are missing something fundamental about who is actually writing the checks for AI infrastructure.

Cisco Systems (CSCO) initial fiscal 2027 revenue outlook appears conservative, with UBS's analysis o

Margin pressure overshadows stronger guidance.

A single quote from Lumentum's CEO reveals just how staggering the AI networking buildout has become, and it reframes why a handful of optical companies that spent a decade going nowhere are now posting the kind of share gains that make investors question everything they thought they knew about this space.

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.

(Updates with index/price moves and macroeconomic data from the first paragraph.) US equity index

Here is a way to collect an immediate income stream from the networking boom, which you keep no matter what, while lining up a chance to buy a key supplier at a deep discount if it ever gets there.

Record AI orders lifted Cisco's outlook, but shrinking gross margins exposed the cost of its hardware-heavy growth.

(Updates with latest market prices and developments.) US benchmark equity indexes were mostly hig

Tech stocks were higher Thursday afternoon, with the State Street Technology Select Sector SPDR ETF

A top Wall Street analyst says investors chasing chip stocks are looking at the wrong part of the AI trade entirely, and she is pointing to four industrial names that could capture the real windfall from a $5 trillion infrastructure rebuild.

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.

Why are memory chip stocks soaring while Cisco sinks? Both moves trace back to the same shortage, just from opposite ends of the supply chain.

Cisco Systems' (CSCO) gross margin is likely to face further pressure from faster hardware mix into

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

Jim Cramer sent paying subscribers a flurry of trade alerts on August 11 while publicly dropping enough clues about AI infrastructure plays to keep retail investors guessing. Here is what his free commentary actually reveals about where he thinks the sector is headed.

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

Cerebras Systems Inc. (NASDAQ:CBRS) and Cisco Systems Inc. (NASDAQ:CSCO) were sinking Thursday despite both companies delivering fresh evidence that the AI infrastructure boom is alive and well. The problem may not be demand. It’s what investors now expect companies to...

Cisco Systems (CSCO) is benefiting from broad-based strength across its core enterprise business and

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.

Yahoo Finance Executive Editor Brian Sozzi welcomes Cisco (CSCO) CFO Mark Patterson to discuss the company’s latest earnings, investor concerns, and Cisco’s updated full-year AI outlook. Cisco is forecasting continued strength in AI infrastructure demand, with FY2027 AI infrastructure revenue expected to reach $7.5 billion.

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 beat earnings, crushed revenue estimates, and racked up billions in AI orders, yet the stock cratered 7% anyway. Five analyst firms still raised their price targets, but the spread between the most bearish and most bullish tells a story of deep Wall Street disagreement about where Cisco goes from here.

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.

After a steep sell-off, a key AI infrastructure builder looks cheap, but the market is pricing in a flaw that bargain hunters cannot afford to ignore.

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

Stocks opened in the green on Thursday after another inflation reading led traders to pare back bets of a Federal Reserve rate hike in September.

U. S. stock futures pointed to a modestly higher opening on Thursday, with a sharp retreat in crude oil prices providing support after a mixed Wall Street session.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2%, and the actively tra

Hardware stocks are splitting Thursday morning. Dell Technologies (NYSE:DELL) is indicated up 4% premarket and HP (NYSE:HPQ) is up 6%, while Cisco Systems (NASDAQ:CSCO) is down 7%. Two separate catalysts are driving the divergence: a blowout quarter out of Lenovo overnight and Cisco’s own fiscal fourth quarter results after Wednesday’s close. Premarket levels can shift ... Dell Rises 4% and HP 6% Premarket. Cisco Sinks 7%. What’s Causing the Biggest Premarket Moves?