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Cisco

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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%
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
News·
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
News·
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
News·
Cisco, Dell, CoreWeave: Evercore names eight beneficiaries of Nvidia's strong report
Burry warns that rising purchase commitments are leaving the company vulnerable / Photo: Shutterstock.com
News·
"$117 billion trap": what risk did a Downgrade Game investor find in Nvidia's report
Cisco shares have hit their highest since the dot-com era. What attracted investors?
News·
Cisco shares have hit their highest since the dot-com era. What attracted investors?
Main by morning: Meta goes to closed models, Cisco updates dotcom-era maxima
Review·
Main by morning: Meta goes to closed models, Cisco updates dotcom-era maxima
The Optimism Trap: Howard Marks on where the market is misguided about the bubble
News·
The Optimism Trap: Howard Marks on where the market is misguided about the bubble
Its not that different: why is Michael Burry comparing the bubble in AI to the dotcoms?
News·
'It's not that different': why is Michael Burry comparing the bubble in AI to the dotcoms?
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