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Cisco

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Strategist Tom Lee is looking forward to Nvidia’s CEO’s presentation at GTC Berlin on October 21: this could be a good opportunity to “adjust the course and reset expectations” / Photo: X / fundstrat
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Buying on a Pullback: Why Tom Lee Isn't Worried About the Jitters Surrounding AI Stock Companies
Aizman invested in turbine manufacturer GE Vernova, hoping to profit from the growing demand for energy to power AI / Photo: Shutterstock.com
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An investor from "The Short Game" is steering clear of AI developers. What is he buying instead?
Anthropic and OpenAI unveiled new models for the first time following calls to slow the pace of AI development / Photo: Primakov / Shutterstock.com
Review·
Top Stories This Morning: OpenAI and Anthropic Have Made Their AI Models More Affordable; Qualcomm Unveiled a New Chip
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
News·
'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
News·
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
Review·
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
Review·
Morning Highlights: Cerebras raises $5.55 billion in IPO, Cisco shares soar 20%
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