The Big 3: AMZN, CSCO, CRWD

01:00pm, Thursday, 09'th Apr 2026
Jason Brown (@brownreport) returns to Big 3 and offers stocks he sees adding muscle to the AI infrastructure theme. He sees Amazon (AMZN) "at the beginning, not the end" of its AWS capabilities, Cisco
CSCO rides AI-driven security demand as FTNT and FFIV gain from cloud and enterprise spending, making all three stocks compelling buys.
Cliftonlarsonallen Wealth Advisors LLC increased its stake in shares of Cisco Systems, Inc. (NASDAQ: CSCO) by 64.9% during the fourth quarter, according to its most recent disclosure with the Securiti
Franklin Street Advisors Inc. NC grew its holdings in Cisco Systems, Inc. (NASDAQ: CSCO) by 21.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange C
Cache Advisors LLC bought a new stake in Cisco Systems, Inc. (NASDAQ: CSCO) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bough
Among AI stocks, cloud computing giants have been the biggest spenders on data centers. But enterprise spending will pick up, says Goldman Sachs.
From a technical perspective, Cisco Systems (CSCO) is looking like an interesting pick, as it just reached a key level of support. CSCO recently overtook the 50-day moving average, and this suggests a
News Summary Two‑thirds of industrial organizations have moved to active AI deployments in live operational environments. Network readiness and security posture are cited as the primary factors shap
Cisco Systems (CSCO) closed the most recent trading day at $80.44, moving +1.79% from the previous trading session.
News Summary: Cisco appoints Pete Shimer, former Deloitte executive and seasoned board leader, to its board of directors, effective today. Shimer brings four decades of executive leadership experience
Cybersecurity firms with AI capabilities are positioned for long-term growth as cyberattacks continue to intensify.
Leo Wealth LLC boosted its position in Cisco Systems, Inc. (NASDAQ: CSCO) by 31.4% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The
Savvy Advisors Inc. lifted its holdings in Cisco Systems, Inc. (NASDAQ: CSCO) by 16.8% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 52,
Aspiriant LLC boosted its holdings in shares of Cisco Systems, Inc. (NASDAQ: CSCO) by 92.1% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 34,463 shares of the
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employe
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