Cisco reported record Q4 fiscal 2026 results beating estimates, but shares dropped 8.4% as gross margins fell 270 basis points due to memory costs and hardware mix. Strong hyperscaler AI orders reach…
Cisco fell 8.4% despite record Q4 results, as margin pressure from AI hardware costs overshadowed strong demand and guidance, even amid a 50% yearly gain.
Cisco's 9% plunge despite record earnings, driven by soaring memory chip costs, dragged the Dow while chipmakers like SK Hynix, Micron and SanDisk surged, lifting the Nasdaq. Goldman Sachs gains offs…
Dow Jones climbed Thursday after unexpectedly favorable inflation data, while Cisco and AI chipmaker Cerebras tumbled following disappointing earnings reports, dragging on tech sentiment.
Dow Jones rises Thursday on surprise inflation data easing rate concerns, while Cisco and AI stock Cerebras plunge following disappointing earnings reports.
Cisco stock fell 7% despite an EPS/revenue beat, as gross margin compression from AI hardware mix overshadowed strong FY2026 AI order growth of $9.3B and raised guidance. Analysts split on margin ris…
US futures rise as crude oil drops 2.3%, easing inflation fears. Mild CPI data and AI/semiconductor strength lifted Nasdaq and S&P Wednesday, though Cisco's post-earnings slide may cap tech gains Thu…
Dow futures rose 0.2% on surprise inflation data, S&P 500 futures up 0.1%. Cisco and AI firm Cerebras Systems plunged after weak earnings reports, weighing on tech sentiment.
AI stocks rallied Wednesday led by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent posted earnings movers after hours, signaling continued strength in AI-related tech sector momentum.
Cisco and Coherent report earnings same day. Cisco favored for retirement portfolios with high beat odds, dividend, low beta; Coherent flagged as growth-only due to elevated P/E and volatility, despi…
Cisco beat Q3 estimates with 12% revenue growth, raised AI infrastructure order outlook to $9B, and issued strong Q4 guidance, reflecting robust enterprise networking and AI infrastructure demand tre…
Cisco posted record AI-driven order growth (35% YoY) and 12% revenue growth, though margins compressed. Its low correlation to the S&P 500 (0.57) and strong risk-adjusted returns highlight diversific…