Actualités

US equity indexes were mixed this week as easing inflation and a drop in retail sales boosted the od

Cisco's AI infrastructure orders are exploding, but lower product margins are testing how profitably it can convert that demand.

Today, Aug. 13, 2026, the networking giant's stock tumbled 8.4% after earnings, as investors weighed hyperscaler AI orders against gross margin headwinds.

The S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.

Margin pressure overshadows stronger guidance.

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

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.

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

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.

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.

Cerebras Systems slumped over 18% premarket on Thursday after it missed key estimates despite soaring cloud revenue, raising ‌doubts about the ability of its AI chips to challenge Nvidia. Expectations ‌were high for AI-linked companies including Cerebras and networking equipment maker Cisco, given the strong ​run-up in shares driven by Big Tech's ballooning spending, set to cross more than $740 billion for this year. Here are some details: • Cerebras, in its second earnings report as a public company, offered a mixed picture as it ‌increasingly derived revenue from cloud ⁠computing rather than its AI chips.

Cisco Systems (NASDAQ:CSCO) shares fell more than 5% in U. S.

Cisco Systems' (CSCO) shares dropped after the closing bell Wednesday as the company's fiscal fourth

The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.

S&P 500 companies' quarterly earnings growth rate eased from a week ago amid a drop in the healthcar

(Updates with latest market prices and developments.) US stocks fell and oil prices advanced intr

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.

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire, Cisco, Lumentum are on tap.

Visa CEO Ryan McInerney says artificial intelligence is helping ‘shape the way work gets done.’ The payments giant reports earnings after the closing bell Tuesday.

Visa CEO Ryan McInerney says artificial intelligence is helping ‘shape the way work gets done.’ The payments giant reports earnings after the closing bell Tuesday.

The market should recover its poise within the next few days, says Fundstrat’s Tom Lee.

Nvidia assembled nearly 40 tech and cybersecurity giants for a new open-source AI defense coalition, but Meta was not among the listed founding members.

US equities (^DJI, ^IXIC, ^GSPC) closed Friday's session in negative territory — led by the Nasdaq Composite's 1.4% drop — all three of the market indexes seeing weekly losses amid the recent sell-off in semiconductor stocks. Yahoo Finance Markets and Data Editor Jared Blikre examines the day's market moves, taking a closer look at the losses in semiconductor stocks and the gains seen across the software landscape.

Quant ratings reveal relative strength across major competitors

Micron and Sandisk soared as the Nasdaq reclaimed key support, but are they actionable? Delta, Taiwan Semi, SK Hynix loom.

AI stocks are soaring, but so did tech in 2000. Here's what the dot-com crash, Cisco, and today's concentration risk reveal about whether the AI bubble is real, and what it means for your money.

In late June 2026, Arista Networks, Inc. was added to the Russell Top 50 Index, while multiple research firms highlighted its role in AI-focused networking and public cloud-managed LAN solutions alongside peers such as Cisco, Extreme, HPE, Meter, and Nile. These developments underline how Arista is increasingly tied to AI-related networking demand and institutional index flows, potentially amplifying its exposure to trends in cloud-managed LAN and campus Network-as-a-Service adoption. Next,...

OpenAI IPO Delay Report Sparks Sharp Selloff in AI and Memory Stocks

​📈 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.