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Cisco's Decade Under Robbins: AI Bets Pay Off, But Nvidia Looms

Yahoo Finance Read original source (opens in a new tab)
The Story

News Summary

  • Cisco's decade under CEO Chuck Robbins turned $10K into $54K, driven by AI networking demand and the Splunk acquisition.
  • Bulls cite rising AI infrastructure orders; bears warn Nvidia's networking stack and whitebox switches could erode Cisco's market share.
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NVDA price history

212.29 +18.05% over the displayed period

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