Cisco Systems Inc. (NASDAQ:CSCO) is one of the most promising stocks under $100. On September 30, Cisco announced major updates to its Webex Customer Experience portfolio. These enhancements focus on integrating advanced AI, expanding industry integrations, and initiating global market expansions. One of the new features is Webex AI Quality Management/QM, which is a unified tool for supervisors planned for general availability in Q1 2026. The system redefines contact center quality by allowing supervisors ...

We recently published Jim Cramer Discussed These 13 Stocks And Talked About Market “Froth” & Dotcom Bubble. Cisco Systems Inc. (NASDAQ:CSCO) is one of the stocks Jim Cramer recently discussed. Cramer discussed Cisco Systems Inc. (NASDAQ:CSCO) as he recalled the firm’s valuation in the dotcom bubble and asserted that its valuation meant that the stock was fundamentally different this time: “I do think this morning I looked and I saw Cisco, which I’ve owned and I owned it for this and I say oh god, thank g ...

Core Insights - Sound Income Strategies, LLC sold 60,131 shares of Cisco for an estimated $4.10 million, reducing its position in the company [1][2] - After the sale, Sound Income held 334,755 shares valued at $23.42 million as of September 30, 2025 [2] - The sale represents approximately 15% of Sound Income's Cisco stake, indicating profit-taking rather than a significant change in investment strategy [8] Company Overview - Cisco reported trailing twelve months revenue of $56.65 billion and net income of $10.45 billion as of July 31, 2025 [4][6] - The company has a dividend yield of 2.4% and its stock price was $69.96 as of October 9, 2025 [4] - Cisco operates in networking hardware, software, security solutions, and collaboration tools, serving a diverse range of clients globally [5][6] Market Performance - Cisco shares have increased by approximately 30% year-to-date, outperforming the S&P 500 by 19 percentage points [3][8] - The company's strong performance is attributed to the overall bull market and a rally in the AI-fueled technology sector [8] Investment Considerations - Cisco's solid dividend yield is notable among technology stocks, many of which do not offer dividends [9] - The company's focus on networking is less leveraged towards AI compared to other tech firms, which may appeal to certain investors [9][10]

Core Insights - Index funds are a valuable tool for gaining exposure to stock market sectors without the need to select individual stocks, particularly in the promising field of artificial intelligence [1] - The Vanguard Information Technology ETF offers a cost-effective way to invest in AI-related companies, with a significantly lower expense ratio compared to other AI-focused ETFs [2][7] Vanguard Information Technology ETF Overview - The Vanguard Information Technology ETF is not exclusively an AI investment but tracks the information technology sector, which includes many leading AI companies [4] - The fund's portfolio is heavily weighted towards major AI players, with semiconductor manufacturers constituting 31% and software companies 36% of the fund [5] - The top 10 holdings represent 58% of the fund's assets, featuring prominent AI companies such as Nvidia, Microsoft, and Apple [5][6] Fund Performance and Fees - The Vanguard Information Technology ETF has a low expense ratio of 0.09%, making it an economical choice for investors looking to gain exposure to AI stocks [7][8] - The fund's performance is highly dependent on a few key companies, indicating a top-heavy structure [7]

公众号记得加星标⭐️，第一时间看推送不会错过。 昨夜晚间，思科推出了一款新型路由 ASIC，旨在通过将现有数据中心整合到单个统一的计算集群中 来帮助比特仓运营商克服功率和容量限制。 新发布的8223是一款 51.2 Tbps 路由器，搭载其自主研发的 Silicon One P200 ASIC。思科表示， 结合 800 Gbps 相干光器件，该平台可支持高达 1,000 公里的传输距离。在连接足够多的路由器后， 该架构理论上可实现每秒 3 EB 的总带宽，这足以连接当今最大的 AI 训练集群。 事实上，这样的网络将能够支持包含数百万个 GPU 的多站点部署，但正如您所料，实现这种级别的 带宽并不便宜，需要数千个路由器才能使其全部工作。对于不需要那么快连接的客户，思科表示，路 由器可以使用较小的双层网络支持高达 13 Pbps 的带宽。 高速、跨规模数据中心网络的想法已经引起了包括微软和阿里巴巴在内的几家大型云提供商的关注， 思科告诉我们，他们正在评估芯片的潜在部署。 阿里云网络基础设施负责人在一份声明中表示："这款新的路由芯片将使我们能够扩展到核心网络， 用一组搭载 P200 的设备取代传统的基于机箱的路由器 ...

people who want very much to say this is all a big bubble, they have to contend with the fact that I think Cisco's votable around 1617, they only they must contend with the basics. Now I when when when Mr. . Kaplan says that gold's a red flag, I think that you'd never want to see gold up somewhere.Usually you got to worry that there's something going on that's away from the but when I see the Cisco vote against time, I say, "Wow, that's what Cisco should be doing." I'm surprised the world companies had to r ...

as we countdown to the bell. >> This is a fascinating time. Cisco right now, they just unveiled a chip and networking system that's for of course the data center to connect AI data centers.This is something that uh Broadcom has been doing quite effectively. So you might say this is a good example what's going on. Here's Cisco and we remember they were the most overvalued company in 2000.So someone's going to say that that was a different Cisco. But here Cisco make uh a lower much lower 16 times earnings sto ...

as we countdown to the bell. This is a fascinating time. Cisco right now, they just unveiled a chip and networking system that's for of course the data center to connect AI data centers.This is something that uh Broadcom has been doing quite effectively. So you might say this is a good example what's going on. Here's Cisco and we remember they were the most overvalued company in 2000.So someone's going to say that that was a different Cisco. But here Cisco make uh a lower much lower 16 times earnings stock ...

不过，伦德并未透露思科在这款芯片与路由器研发上的投入规模，以及对其销售预期。 思科表示，P200芯片仅用单颗芯片就替代了过去需要92颗独立芯片才能实现的功能，基于该芯片打造 的路由器，耗电量较同类产品降低65%。 跨数据中心协同的关键挑战之一，是确保多数据中心间的数据同步且无丢失，这需要一种名为"缓 冲"(buffering)的技术——而思科在该技术领域已深耕数十年。 智通财经APP获悉，美东时间周三，思科(CSCO.US)发布了一款全新网络芯片，专为连接人工智能(AI) 数据中心设计，微软(MSFT.US)与阿里巴巴(BABA.US)云计算部门已成为该芯片首批客户。 这款被思科命名为P200的芯片，将与博通(AVGO.US)的同类产品展开竞争。它将作为核心组件，集成 到思科同日推出的新型路由设备中——该路由设备旨在连接分布在广阔地域、用于训练AI系统的大规 模数据中心集群。 在这些AI数据中心内部，英伟达等企业正将数以万计、最终将达数十万颗的高性能计算芯片连接起 来，形成一个"超级大脑"以处理AI任务。而思科这款新芯片与路由器的核心作用，便是将多个数据中心 连接起来，使其协同运作，构成一台"巨型计算机"。 ...

Cisco Systems launched on Wednesday a new networking chip designed to connect artificial intelligence data centers, with the cloud computing units of Microsoft and Alibaba enrolling as the chip's cust... ...