The Trump administration is moving to block new foreign-made internet routers from entering the US market, citing national security fears tied to Chinese brands like TP-Link.The Federal Communications Commission updated its “Covered List” on Monday to include all consumer-grade routers produced outside the United States, effectively barring new models from being approved for sale unless they pass a stringent national security review.Officials warned that “malicious actors have exploited security gaps in for ...

Cisco Systems Inc. (NASDAQ:CSCO) ranks among the best most active stocks to buy right now. On March 9, BofA Securities reaffirmed its Buy rating for Cisco Systems Inc. (NASDAQ:CSCO), with a price target of $95. The firm recently met with Gordon Thomson, President of Cisco’s EMEA division, to talk about the company’s visibility strategy, component pricing behavior, EMEA demand trends, and the growing sovereign and Neocloud opportunities. Ken Wolter / Shutterstock.com According to BofA, Cisco management’s ...

J P M O R G A N North America Equity Research 18 March 2026 Hardware & Networking OFC Insights: CIEN, CSCO, COHR, FN, & LITE Meeting Takeaways The second day of the Optical Fiber Communication (OFC) Conference had us attending presentations and discussion sessions with Ciena, Cisco, Coherent, Fabrinet, and Lumentum, all of which served to highlight a combination of new growth opportunities being actively pursued across the group as well as continued robust growth in existing product lines, setting the secto ...

Key Takeaways Cisco security revenues fell 4% y/y to $2.01B in Q2 FY26 amid cloud shift and legacy product declines.CSCO's new products like XDR, Hypershield and Secure Access are driving orders and customer growth.CSCO boosts AI security with NVIDIA tie-up and SASE innovations as competition from FTNT and OKTA increases.Cisco Systems (CSCO) is expanding its portfolio to boost Security revenues, which dropped 4% year over year to $2.01 billion in the second quarter of fiscal 2026. Customers are shifting to ...

Cybersecurity stocks rallied on Monday amid artificial intelligence-related announcements at the RSA conference and broad market relief over President Donald Trump's social media commentary on productive peace talks with Iran. Among companies making AI news announcements on Monday were CrowdStrike Holdings (CRWD), Palo Alto Networks (PANW), Rubrik (RBRK), Cisco Systems (CSCO) and Qualys (OLYS). Most of the RSA announcements involvedâ€| Related news Cybersecurity Stocks Rally Amid AI News At RSA Conference | ...

Core Insights - Cisco is introducing significant security innovations aimed at the agentic AI ecosystem, focusing on enabling organizations to deploy AI agents confidently at scale [1][2][3] Security Innovations - Cisco's new solutions address AI security issues by establishing trusted identities, enforcing Zero Trust Access controls, and providing tools for security operations teams to counter threats rapidly [1][5] - The company is extending Zero Trust Access to AI agents, integrating new capabilities in Identity and Access Management (IAM) and policy enforcement to enhance visibility and governance over agentic actions [5][6] AI Agent Adoption - A Cisco survey revealed that 85% of major enterprise customers are experimenting with AI agents, but only 5% have implemented agentic technology in production [2] Key Security Pillars - Cisco is focusing on three main pillars for securing the agentic workforce: protecting the world from agents, protecting agents from external threats, and enabling rapid detection and response to AI incidents [3][6] - The company emphasizes the need for onboarding AI agents to establish their identity and accountability, which is currently lacking in many enterprises [3] AI Defense Tools - Cisco is launching AI Defense: Explorer Edition, a self-service solution that allows organizations to test the resilience of AI models against attacks before deployment [8][12] - The introduction of DefenseClaw, an open-source secure agent framework, aims to automate security processes and integrate with NVIDIA's OpenShell for enhanced security during agent deployment [13][14] SOC Enhancements - Cisco is evolving the Security Operations Center (SOC) from reactive to proactive by embedding AI capabilities into workflows, allowing analysts to prioritize threats more effectively [15][17] - New specialized AI agents are being introduced to automate security workflows, enabling the SOC to operate at machine speed and scale [17]

Group 1 - The primary goal of the "High Income DIY Portfolios" service is to provide high income with low risk and capital preservation for DIY investors [1] - The service offers six different portfolios tailored for various income-seeking investors, including retirees or near-retirees [1] - The portfolios include two High-Income portfolios, a Dividend Growth Investing (DGI) portfolio, a conservative strategy for 401K accounts, a Sector-Rotation strategy, and a High-Growth portfolio [1] Group 2 - The "High Income DIY Portfolios" service includes a total of 10 model portfolios with varying income targets and risk levels, along with buy and sell alerts and live chat support [2] - The investment approach focuses on dividend-growing stocks with a long-term horizon, aiming for lower drawdowns and sustainable yields [2] - The service is designed to help investors create stable, long-term passive income [2]

Core Insights - Cisco recently launched the Silicon One G300, a 102.4Tbps network chip, representing one of the most advanced switching solutions in AI data center infrastructure [2] - The G300 chip is built on TSMC's 3nm process and supports 64 1.6Tb Ethernet ports, doubling the capacity compared to its predecessor, the G200 [4] - Cisco's unified approach in its hardware division allows for a comprehensive vertical solution covering various products from Wi-Fi access points to core routers and large-scale AI infrastructure switches [2] Group 1: G300 Chip Features - The G300 chip achieves a total switching capacity of 102.4Tbps, which is 10,000 times the bandwidth of the 10Gb standard introduced nearly 25 years ago [4] - The chip's extreme performance poses significant heat dissipation challenges, necessitating liquid cooling for deployment [4] - The programmable architecture of the G300 allows for reconfiguration post-deployment, adapting to changing network demands, which is particularly crucial for AI infrastructure [6][7] Group 2: Ethernet vs. InfiniBand - The debate between Ethernet and InfiniBand in AI infrastructure has been resolved in favor of Ethernet, especially after the formation of the Ultra Ethernet Alliance and NVIDIA's support for Ethernet technology [9] - InfiniBand has limitations in scalability, supporting only 65,000 nodes, which is insufficient for large AI clusters that may require hundreds of thousands to millions of nodes [9] - The shift to Ethernet as a universal standard enables a decoupled AI computing architecture, enhancing flexibility as the hardware landscape diversifies beyond GPU-centric models [9] Group 3: Deployment and Market Adoption - The initial deployment focus of the G300 is on connecting large-scale GPU clusters in AI data centers, with five out of six major cloud providers already adopting Cisco's Silicon One technology [11] - The rise of new cloud service providers and sovereign cloud projects expands the market beyond traditional large-scale cloud vendors, with enterprises also deploying dedicated AI factories [11] - The G300 is positioned at the top of Cisco's Silicon One family, which includes various series catering to different scenarios from campus switches to carrier infrastructure [11] Group 4: Future of Silicon Photonics - Silicon photonics is expected to be the next significant technological shift, with co-packaged optics (CPO) reducing power consumption by up to 70% compared to current methods [13] - The potential for optical technology to penetrate deeper into chip architecture remains a topic of discussion, with true optical packet switching still years away [13] - Reliability challenges exist for photonic systems compared to copper-based systems, with solutions like external pluggable lasers being explored to mitigate these issues [15][16] Group 5: Cisco's Vertical Integration Strategy - Cisco's approach mirrors Apple's vertical integration model, designing its own chips, hardware, software, and management tools, while selling solutions to millions of global customers [17] - The Silicon One architecture functions like an instruction set, allowing for scalability across various optimization points and use cases, from campus networks to large-scale AI infrastructure [17]

Software stock Cisco Systems Inc (NASDAQ:CSCO) is up 1.3% to trade at $78.58 at last glance, bucking today's broader market headwinds. Shares have shaved off over 10% since their Feb. 10 all-time high of $88.19. However, a historically bullish signal now flashing could help CSCO break out higher. According to Schaeffer's Senior Quantitative Analyst Rocky White, Cisco Systems stock is within 0.75 of the 80-day moving average's 100-day average true range (ATR), after remaining above it 80% of the time in the ...

Core Insights - Cisco Systems (CSCO) shares are currently trading at a premium with a Value Score of D, reflecting a forward 12-month price/sales ratio of 4.95X, which is higher than the industry average of 4.78X and Hewlett Packard Enterprise's (HPE) 0.69X, but lower than Arista Networks (ANET) and Broadcom (AVGO) [1][5] Financial Performance and Guidance - For fiscal 2026, Cisco expects revenues between $61.2 billion and $61.7 billion, an increase from $56.7 billion in fiscal 2025, with non-GAAP earnings projected between $4.13 and $4.17 per share compared to $3.81 in fiscal 2025 [12][13] - The Zacks Consensus Estimate for Cisco's fiscal 2026 revenues is $61.33 billion, indicating an 8.3% growth from fiscal 2025, while the earnings consensus is $4.14 per share, reflecting an 8.7% year-over-year growth [13] AI and Networking Growth - Cisco anticipates over $3 billion in AI infrastructure revenues from hyperscalers by fiscal 2026, supported by the deployment of Silicon One architecture and new high-performance networking products [5][6] - The company has a growing pipeline of over $2.5 billion in orders for high-performance networking products, with a notable 20% growth in networking product orders in the reported quarter, marking six consecutive quarters of double-digit growth [6][7] Market Position and Stock Performance - Year-to-date, Cisco shares have appreciated 2.9%, outperforming the broader Zacks Computer & Technology sector and competitors like Broadcom, Arista Networks, and Hewlett Packard Enterprise, which have seen declines [14] - Cisco's expanding portfolio and strong demand for AI infrastructure and campus networking solutions are expected to drive top-line growth, positioning the company well for sustained growth in the evolving tech landscape [18][19]