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Cisco

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Arista Networks may be in demand in the market for enterprise AI infrastructure and sovereign AI software / Photo: Tada Images / Shutterstock.com
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"Suppliers of Pickaxes and Shovels": Deutsche Bank Names Five Indirect Beneficiaries of the AI Boom
Shares of the American technology company Cisco fell 7% / Photo: bluestork/Shutterstock
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Cisco disappointed investors with its conservative forecast. They had expected greater returns from AI
Thursdays key macroeconomic release will be the July Producer Price Index data / Photo: Unsplash/Clayton Cardinalli
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Morning in New York: Focus on the Producer Price Index
Arkady Volozh of data center provider Nebius will release financial results this week / Photo: X/Nebius
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U.S. Inflation, Eurozone GDP, and Nebius Earnings: What Investors Need to Know This Week
In October 2025, Amazon announced it would lay off up to 30,000 employees / Photo: Unsplash / Timon Studler
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Amazon Tops the List of Big Tech Companies in Terms of Severance Costs — BI
The market is mistaking massive AI testing for sustained demand for infrastructure - and building too many data centers, Burry believes / Photo: JRdes / Shutterstock.com
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'Fingers already on the trigger': why is a Big Short investor betting against Nvidia?
The outcome of Donald Trumps visit to Beijing is seen as not positive enough / Photo: jamesonwu1972 / Shutterstock.com
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Morning in New York: time to take profits
Cerebras IPO became the largest this year - the co-founders of the company significantly increased their fortune / Photo: Samuel Boivin / Shutterstock
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Highlights for the morning: two more billionaires on the market after IPO of the year, PRC to buy oil from the US
Cerebras IPO raises $5.5 billion / Photo: X/Cerebras
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Morning Highlights: Cerebras raises $5.55 billion in IPO, Cisco shares soar 20%
Cisco raised its forecast for AI infrastructure and hyperscaler hardware orders for the year from $5 billion to $9 billion / Photo: Milos Ruzicka / Shutterstock.com
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Cisco shares soar 17%: the market veteran's pivot toward AI has worked
This weeks meeting between U.S. and Chinese leaders will be the first since October 2025
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Trump and Xi meeting, inflation and Nebius: what investors need to know this week
Networking equipment provider Cisco has been one of the beneficiaries of the growing demand for AI solutions / Photo: JHVEPhoto / Shutterstock.com
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Cisco, Dell, CoreWeave: Evercore names eight beneficiaries of Nvidia's strong report
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