PM Images In a market focused on growth with Artificial Intelligence ((A.I.)) dominating the narrative, traditional technology companies such as Cisco Systems (NASDAQ:CSCO) have been left behind. More than 2 decades ago, CSCO had a market cap of $482 billion, making it the 2nd largest company in early 2000, and Paul Weinstein of Credit Suisse First Boston said it had the potential to become the first company valued over a trillion dollars. A lot has changed since then as shares of Microsoft (MSFT) went ...

I recently polled my followers on X: Are we in a stock market bubble? The poll has 6,700 votes and counting and the results are very interesting.Are we in a bubble?— Michael A. Gayed, CFA (@leadlagreport) March 7, 2024 64%-plus of people voted yes. Surprising? Maybe. But this shows just how people view the current S&P 500 and Nasdaq rally. When I see so many people thinking we’re in a bubble, it makes me think we’re NOT in a bubble, or at least not in a typical one.I’ve called this a concentration bubble in ...

News Summary: The global financial services group Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) signs a Strategic Whole Portfolio Agreement with Cisco. The agreement gives BBVA access to Cisco's full software portfolio, world-class technology and Customer Experience (CX) services, supporting the bank's digitization journey.  Five-year agreement enables BBVA to integrate continuous innovation into daily operations, enhancing speed, agility, and offering the latest in digital financial services. SAN JOSE, Cali ...

No company embodies the Artificial Intelligence (AI) age more than Nvidia (NVDA 2.08%), whose GPUs (graphic processing units) are being used in data centers to power AI applications.Nvidia's growth has been extraordinary. The company grew its revenue an incredible 265% in Q4 to $22.1 billion, with Data Center revenue soaring 409% to $18.4 billion. And with Nvidia's growth, investors have benefited, with the stock more than tripling over the past year. The AI revolution has led to comparisons between the I ...

Cisco Systems (CSCO) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this seller of routers, switches, software and services have returned -2.1% over the past month versus the Zacks S&P 500 composite's +2.9% change. The Zacks Computer - Networking industry, to which Cisco belongs, has lost 1.1% over this period. Now the key question is: Where could the stock be headed ...

Cisco Systems Inc (NASDAQ: CSCO) is in focus today following a report that the European Commission is set to unconditionally approve its $28 billion deal with Splunk Inc (NASDAQ: SPLK).Cisco-Splunk deal is clear of anti-competitive concernsCopy link to sectionAnonymous sources told Reuters this morning that a preliminary review did not find any anti-competitive issues with the Cisco-Splunk deal. The European Commission is, therefore, expected to clear the acquisition after its ongoing review officially comp ...

Cisco Systems, Inc. (NASDAQ:CSCO) Morgan Stanley Technology, Media & Telecom Conference March 4, 2024 12:30 PM ET Company Participants Greg Dorai – SVP/GM, Networking Experiences, Campus Connectivity Conference Call Participants Meta Marshall – Morgan Stanley Meta Marshall Welcome, everybody. I'm Meta Marshall. I lead up networking here at Morgan Stanley. We're delighted to have Greg Dorai, who is the SVP and GM of the Campus Connectivity business at Cisco. I'm going to read some brief disclosures, and I th ...

SAN JOSE, Calif., Feb. 28, 2024 /PRNewswire/ -- Cisco today announced that it will participate in the following events with the financial community. These sessions will be via webcast. Interested parties can register and view these events on Cisco's Investor Relations website at https://investor.cisco.com. No new financial information will be discussed on this conference call. Morgan Stanley Technology, Media & Telecom Conference March 4, 20249:30 a.m. PT / 12:30 p.m. ET Cisco Speaker: Greg Dorai, Senior VP ...

Companies form collaborative partnership to accelerate progress towards GHG emission reduction goals. The agreement includes circular economy best practices, including refurbishing and recycling products. The collaboration will allow Orange Business to provide their customers an estimate of the GHG emissions from their products and solutions based on Cisco technology. BARCELONA, Feb. 26, 2024 /PRNewswire/ -- Orange Business and Cisco have signed a Memorandum of Understanding (MoU) for a joint action plan t ...

News Summary: Cisco showcases how it is helping global service provider partners monetize their infrastructure to support the needs of enterprise customers with unified wireless experiences across people, machines, places, and things. Cisco and TELUS launch new 5G capabilities in North America to serve IoT use cases for industry verticals, with a focus on connected cars.  Cisco Senior Director of Provider Mobility, Bob Everson, will deliver a keynote on "Redefining Enterprise Services" at the 5G Futures Su ...