Cisco Systems (CSCO)

The networking giant's AI business is growing much faster than its valuation suggests.

For many investors, the company's beat-and-raise first quarter wasn't as impressive as it looked.

Markets came under renewed pressure Friday as rising Treasury yields and uncertainty surrounding the AI industry sparked a rotation out of technology stocks and into defensive sectors.

Headcount fell while revenue rose, so the operating leverage behind the next phase of growth may matter as much as the AI story.

Hyperscaler deployments are accelerating, and management lifted its full-year outlook.

Cisco Systems (NASDAQ:CSCO) raised its fiscal 2027 revenue and earnings outlook after reporting record first-quarter sales, as demand for networking equipment and artificial intelligence infrastructure drove its strongest revenue and earnings growth rates in more than 15 years. Revenue rose 24% yea

Truist and Craig-Hallum both moved to Hold on Thursday, warning that Nvidia's problems extend beyond the loss of its founder. Not everyone on Wall Street agrees.

Cisco stock advanced amid fiscal Q1 earnings and revenue that topped estimates on strong artificial intelligence-related data center growth.

Nvidia's CEO is out. That might represent an opportunity for the alternative chipmaker.

CFO Colette Kress is now interim CEO while the board weighs whether a finance background is the right fit.

The semiconductor specialist is searching for a new CEO.

It could get rocky, but the long-term appeal remains strong.

Procurement fueled a 75.5% revenue jump, but margins still lagged.

Value stocks are crushing growth stocks as investors sour on the artificial intelligence trade.

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived thr...