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Cisco Systems (NasdaqGS: CSCO) is among more than 2,500 organizations reportedly affected by a major AI supply chain incident linked to LiteLLM in March 2026. The exposure is said to include sensitive data such as cloud credentials and AI API keys tied to AI integrations. The incident raises questions about cybersecurity, operational resilience and data privacy across Cisco's AI powered infrastructure and services. Investors are assessing how these AI related risks may influence perceptions...

Cisco just posted a networking super cycle quarter while Broadcom reported AI semiconductor numbers that border on absurd, and the two stocks now sit at nearly the same valuation multiple despite wildly different growth trajectories.

Networking technology giant Cisco (NASDAQ:CSCO) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 17.6% year on year to $17.25 billion. On top of that, next quarter’s revenue guidance ($18.1 billion at the midpoint) was surprisingly good and 8.1% above what analysts were expecting. Its non-GAAP profit of $1.22 per share was 4.4% above analysts’ consensus estimates.

Management put a number on the board so big it forces a question, and the market is paying up as if it's a sure thing.

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.

Record revenue, a guide above Wall Street, and a stock down anyway, because the growth now arrives as hardware and the mix shift is what compresses the margin.

Dell Technologies stock could have more room to run—even after this year’s meteoric rise—as artificial intelligence hardware demand remains resilient. Wells Fargo analyst Aaron Rakers raised his price target on Dell to $545 from $505 on Friday, which implies a 10% increase from the stock’s last closing price of $494.51. Dell’s “server results and outlook present continued upside,” Rakers wrote in a research note.

Cisco just posted its strongest earnings surprise in years, yet the stock dropped sharply the next day. Whether that selloff is a warning sign or a rare entry point comes down to three catalysts that most investors are overlooking.

Investing.com -- HSBC downgraded Cisco Systems (NASDAQ: CSCO) to Hold from Buy and cut its price target for the stock to $120 from $137 in a note on Friday, saying that while fourth-quarter results were strong, the stock lacks a near-term catalyst.

The mix that produced it included contracts pushed out of the June quarter, and the September guide already takes the margin back down.

Target stock is holding near highs, but Walmart is struggling as investors prepare for a parade of earnings reports in the retail sector.

The stock market cleared a tight range, with the S&P 500 and Russell 2000 hitting new highs. Lumentum, Cisco, Super Micro, Sandisk were key movers.

Tech stocks look a touch lively in premarket trading.

Stock Market Today: The Dow Jones index falls Friday after surprise retail sales data. AI chip giant Applied Materials dives on earnings.

While flashier AI names grabbed headlines, Cisco quietly rewired itself for the infrastructure boom and just delivered numbers that stopped Wall Street's skeptics cold. The question now is whether the market has actually caught up to what the business has become.

Retail sentiment on Stocktwits remained improved to ‘bullish’ on SPY and remained ‘bearish’ on QQQ.

Cisco Systems gains Wall Street confidence as Truist, UBS and Rosenblatt raise price targets, citing strong results, AI demand, and networking growth.

The networking giant's new outlook calls for 15% growth -- so why did shares drop more than 8%?

The gain was set before the results crossed, and its optical peers rose with it.

Arista Networks stock sits at its high on a multiple past anything in its ten-year record, while the margin that price depends on is already at the top of its range.

The recurring-revenue share management once put front and center has slipped while hyperscaler orders became the story.

<body><p>VIDEO SHOWS: N/A</p><p>STORY: Wall Street's main indexes ended higher on Thursday, with the Dow ticking up marginally, the S&P 500 adding nearly two-thirds of a percent to close at a record high, and the tech-heavy Nasdaq climbing more than eight-tenths of a percent.</p><p>Several chip stocks led the way, with shares of Sandisk surging nearly 14% after the memory chip maker said it expects revenue to grow at a mid-to-high-teens percentage rate from fiscal years 2028 to 2030, encouraged by strong demand amid rapid AI infrastructure buildout.&nbsp;</p><p>On the flip side, shares of Cisco fell more than 8% despite the AI infrastructure company a day earlier forecasting fiscal 2027 revenue above Wall Street expectations.</p><p>Eric Diton is president and managing director of The Wealth Alliance.</p><p>"Sandisk up double digits with just great numbers, great expectations for future revenue for margins, which by the way is what took Cisco down today. Cisco beat on earnings, beat on revenue, but the street focused on a little over a 2% drop in margin, and they beat up the stock pretty well. But generally speaking, the Nasdaq's having a great day, up roughly three quarters of a percent, led by the chips."</p><p>Elsewhere in the market, shares of Netflix climbed more than 5% after billionaire investor Bill Ackman unveiled a new holding in the streaming company as part of Pershing Square's biggest portfolio overhaul in years.</p><p>And shares of Tapestry plunged more than 16% after the Coach owner forecast muted annual revenue growth.</p><p>Meanwhile, fresh data showed U.S. producer prices were unchanged in July, while the number of Americans filing claims for unemployment benefits increased moderately last week, pointing to a stable jobs market.</p><p>Traders are pricing in a more than 60% chance that the Federal Reserve will keep interest rates unchanged at its meeting next month, according to CME's FedWatch tool.</p></body>

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.

Find insight on Cisco, Cerebras Systems and more in the latest Market Talks covering technology, media and telecom.

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

(Updates with market moves after the close.) The S&P 500 rose to a record on Thursday as traders

Inflation, earnings and chip stocks were top of mind for investors on Thursday.

Tech stocks were mixed late Thursday afternoon, with the State Street Technology Select Sector SPDR