Today Economic data: NFIB small-business index for July, existing home sales Earnings: Cardinal Health, Lumentum, CoreWeave, Super Micro, On Holding, Smithfield Foods Wednesday Inflation data: Consumer price index for July, 8:30 a.
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Cisco Faces a Major AI Test as Q4 Earnings Approach
CIEN's AI-driven optical networking demand is fueling record revenue and a $7.7 billion backlog, but supply constraints and costs pose key risks.
Analysts have been raising price targets for Cisco Systems, set to report earnings this week. CSCO stock has been in a trading range. Shorting one-month out-of-the-money (OTM) puts and calls works.
Stock Market Today: The Dow Jones index falls Monday as oil prices climb amid a lack of progress in U.S.-Iran talks. SpaceX stock rallies.
This week is much more sedate on the earnings front after a busy few weeks, which could be a good or a bad thing depending on your approach. This week we have Cisco Systems, RocketLab, CoreWeave and Applied Materials as the main companies reporting.
U. S. inflation and retail sales figures are set to dominate the economic calendar this week as investors assess the health of the world’s largest economy against a backdrop of persistent uncertainty surrounding the Middle East conflict.
Monday Earnings (a.m): Barrick Mining Earnings (p.m.): Simon Property, Rocket Lab, JBS, Hims & Hers Health, Trump Media Tuesday Economic data: NFIB small-business index for July, existing home sales Earnings: Cardinal Health, Lumentum, CoreWeave, Super Micro, On Holding, Smithfield Foods Wednesday Inflation data: Consumer price index for July, 8:30 a.
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.
Economic news this week will include data on consumer and producer prices, existing-home sales, and small-business optimism. As earnings season winds down, we’ll see results from Simon Property, Applied Materials, Cava, and more.
Markets enter a data-heavy week pivoting toward inflation assessment with Wednesday's July CPI report at 8:30am and Thursday's PPI establishing critical price pressure trends as investors evaluate Fed Chair Kevin Warsh's policy trajectory.
Cisco is not running a pilot program. Starting at the end of July 2026, the company is deploying a personalized AI agent to every single one of its 90,000 employees. This is a structural overhaul of how a Fortune 500 company operates, moving beyond the experimental phase into a full-scale integration of autonomous agents across […]
Tech giants are pouring hundreds of billions into AI while quietly gutting the workforces that built them, and the labor data reveals a layoff rate that dwarfs anything seen during the 2008 financial crisis or the dot-com bust.
Compensation consultant Johnson Associates dubs it “The Year of the Bank” in a recent report, with year-end incentive pools 5% to 20% higher than 2025 at major investment and commercial banks. “Everything is shaping up to be a fantastic year for the banks,” says the firm’s managing director Chris Connors. Record earnings driven by equity trading, underwriting, and advisory are fueling the bountiful year-over-year increases in bank bonuses.
Also in Weekend Reads: Kevin O’Leary’s investing strategy, a 9% dividend paired with lower stock-market risk and advice from the Moneyist.

Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the top stories for investors to watch this weekend and next week, including Berkshire Hathaway (BRK-B, BRK-A) quarterly earnings on Saturday, the Consumer Price Index's (CPI's) latest inflation reading on Wednesday, Applied Materials (AMAT) earnings on Thursday, and more.