Cisco Systems, Inc. delivered a Q2 double beat and raised 2026 guidance, yet shares sold off over 11%, creating a compelling entry point. CSCO is a direct beneficiary of the AI infrastructure buildout
Stock News Tech slump hits indexes: A broad risk-off move saw Apple (AAPL) and Cisco (CSCO) lead declines, while Applied Materials (AMAT) rallied on upbeat AI t
Investors have responded very differently to earnings reports from Arista Networks and Cisco Systems, two rivals in networking.
Guru Stock PicksAl Gore has made the following transactions:Reduce in NTNX by 46.77%Sold out in MCHPAdd in MELI by 2.52%New position in CSLKen Fisher has made t
On Feb. 12, 2026, a fresh wave of AI launches rattled Wall Street as investors questioned how much automation could disrupt real estate, logistics, and other industries.

Cisco Systems: The Market Is Impatient For Growth

05:26pm, Thursday, 12'th Feb 2026
Cisco Systems, Inc. benefits from AI-driven network upgrade demand, but revenue and EPS growth will materialize more clearly in Fiscal Q4 2026. CSCO faces near-term headwinds from memory supply constr
Bloomberg's Caroline Hyde and Ed Ludlow discuss memory chip prices taking a toll on Cisco's stock even as AI demand surges. Plus, Apple's revamp of its Siri voice assistant hits new snags that could d
Arista's stock is dropping ahead of earnings, after Cisco's report sparked renewed fears about the impact of high memory prices.
Cisco shares plunged 12% Thursday as the company's margins face pressure from rising memory prices. The drop is the company's largest in four years.
The company highlighted $2.1 billion in AI infrastructure orders for the quarter, signaling robust demand from hyperscalers.
Investors are bailing on Cisco (NASDAQ: CSCO) this morning despite it posting “record” revenue and coming in ahead of earnings estimates in its fiscal Q2. What's dampening sentiment is the managem
Networking giant Cisco Systems is the latest tech firm to see its stock drop after revealing it's grappling with the impacts of a global memory shortage.
Cisco Systems, Inc.'s strong Q2 2026 revenue growth in Networking was not enough to appease investors for a couple of reasons. The high valuation CSCO stock multiples were too detached from Cisco's fu
Shares in networking company Cisco Systems, Inc., traded lower following the release of its Q2 results. The declines were despite results that landed above expectations on both the top and bottom line
The Dow slipped below 50,000 for the first time in nearly a week, further from its record run
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