Morgan Stanley Wealth Management Chief Investment Officer Lisa Shalett warned investors on June 5 that the AI-driven rally in semiconductor stocks may be nearing its end, comparing it to the dot-com e…
Ethernet switch sales surged 39.8% to $15.36 billion in Q1 2026, outpacing the overall server market's 30.4% growth, driven by AI infrastructure demand. Datacenter Ethernet switch revenue rose 61% to …
Cisco Systems is deploying AI agents to all 90,000 employees starting in its new fiscal year, providing personalized assistants that handle tasks and route requests to the most efficient AI model. The…
Tech companies have eliminated about 10,900 Bay Area jobs in the first half of 2026, more than double the 4,700 cuts in the same period last year and exceeding the 10,170 total for all of 2025. Cisco …
Anthropic kept early access to its advanced AI model Mythos for some US security firms after a US export order, while cutting off a European agency, highlighting private vendor discretion over dual-us…
Hewlett Packard Enterprise CEO Antonio Neri said at Discover 2026 that the $14 billion Juniper Networks acquisition was perfectly timed to strengthen its datacenter networking portfolio for AI workloa…
Cisco Systems reported Q3 fiscal 2026 revenue of $15.8 billion, up 12% year over year, driven by AI infrastructure orders reaching $5.3 billion year-to-date. The company raised its full-year AI order …
An analyst upgraded Cisco Systems, citing expectations that the company will generate $6 billion in artificial intelligence-related revenue by fiscal year 2027. The upgrade reflects growing confidence…
HSBC upgraded Cisco Systems (CSCO) from Hold to Buy, citing surging demand for AI infrastructure as a key growth driver. The investment bank raised its price target on the networking equipment maker, …
Cisco Systems reported $15.84 billion in revenue for the third quarter of fiscal 2026, a 12 percent year-over-year increase, driven by sales of merchant silicon and optical transceivers to AI customer…