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11 Most Profitable Blue Chip Stocks to Buy Right Now
Insider Monkey· 2025-09-28 23:41
In this article, we will take a detailed look at 11 Most Profitable Blue Chip Stocks to Buy Right Now.Because of their strong finances, market dominance, steady profits, and dependable dividends, blue chip stocks continue to be a popular option for investors looking for stability in the face of turbulence. These large-cap corporations—many of which are part of the Dow Jones Industrial Average—frequently outperform during late-stage economic cycles or difficult times because they provide a combination of sca ...
思科封小韵:加码中国,深耕大湾区数字化潜力丨跨国公司看中国
在全球经贸格局动荡之际,全球网络解决方案龙头思科持续加大对中国市场的投入。 近年来,思科先后与香港数码港共建人工智能实验室、协助香港科技大学打造人工智能数据中心,持续 深化湾区布局。 封小韵表示,大湾区营商环境日益优化,基础设施互联互通和产业链深度融合显著提升了人流、物流效 率,同时也拉近了人与人的心理距离,为企业发展提供了有利条件。 (文章来源:21世纪经济报道) 思科大中华区副总裁兼大湾区总经理封小韵在接受南方财经记者采访时表示:"中国是值得长期投入的 市场,数字化潜力巨大。" ...
BofA Reaffirms Buy on Cisco (CSCO), Citing Growth Catalysts and Inexpensive valuation
Yahoo Finance· 2025-09-26 15:09
Cisco Systems Inc. (NASDAQ:CSCO) is one of the best value stocks in Goldman Sachs’ portfolio. On September 22, 2025, Bank of America Securities analyst Tal Liani reiterated his bullish stance on the stock with a Buy rating and an unchanged price target of $85. Liani pointed to four major growth drivers supporting the outlook: the ongoing campus switching refresh cycle, increasing share in hyperscaler AI infrastructure, improving momentum in security, and synergies from the Splunk acquisition. BofA Reaffir ...
US sounds alarm over hackers targeting Cisco security devices
Reuters· 2025-09-25 21:24
Core Point - The U.S. government's cyber defense agency has issued urgent guidance regarding hackers exploiting a previously unknown vulnerability in Cisco security devices [1] Group 1 - The vulnerability in Cisco security devices poses a significant risk to federal agencies [1] - The guidance aims to enhance the security measures taken by federal agencies in response to this threat [1] - The situation highlights the ongoing challenges in cybersecurity and the need for constant vigilance [1]
Cisco rolls out software aimed at connecting a quantum computing cloud
Reuters· 2025-09-25 19:11
Cisco on Thursday announced a new software tool aimed at weaving together quantum computers from various makers into a single cloud, making it easier to develop useful applications. ...
Cisco ‘Strongly Recommends' Software Update to Address High-Risk Vulnerability
PYMNTS.com· 2025-09-25 17:53
Cisco released software updates Wednesday (Sept. 24) that address a vulnerability that could leave affected devices open to denial of service (DoS) and remote code execution attacks.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional ...
Cisco Stock: Significant Upside As AI And Security Catalysts Emerge (NASDAQ:CSCO)
Seeking Alpha· 2025-09-25 03:34
Company Overview - Cisco Systems has been a significant player in the enterprise networking industry for decades, evolving beyond just a hardware vendor to encompass a wide range of services and solutions [1]. Investment Insights - The company is positioned to capitalize on opportunities in the market, particularly in areas where intrinsic value diverges from market price, indicating potential for undervalued investments [1]. Analyst Perspective - The article reflects a positive outlook on Cisco Systems, suggesting that there may be a beneficial long position initiated in the near future, highlighting the potential for investment in CSCO [2].
Lee Ainslie’s Maverick Capital Slashes Stakes in Lam Research, Dollar Tree, Rentokil, and More
Acquirersmultiple· 2025-09-24 22:48
Group 1: Significant Reductions in Equity Portfolio - Maverick Capital, led by Lee Ainslie, made substantial reductions in its equity portfolio, indicating a shift in investment strategy or confidence [1] - The top five reductions by percentage change include Lam Research Corp (LRCX) down 97.64%, Rentokil Initial PLC-SP ADR (RTO) down 97.34%, Dollar Tree Inc (DLTR) down 97.08%, DoorDash Inc (DASH) down 96.41%, and Boot Barn Holdings Inc (BOOT) down 90.49% [2][3][4][5][6] Group 2: Full Exits from High-Profile Companies - Ainslie executed full exits from several notable companies, including Meta Platforms (META) and Nvidia (NVDA), indicating a strategic repositioning within the portfolio [7] - The exit from Meta involved over 174,000 shares valued at more than $100 million, while the exit from Nvidia included call options with a prior value exceeding $63 million [7] - Other significant exits included Netflix (NFLX), Cisco Systems (CSCO), and Monster Beverage (MNST), suggesting a trend of locking in gains from high-performing tech and consumer stocks [8]
From 1929 To Dot-Com, Why This Euphoria Could End In Ashes - NVIDIA (NASDAQ:NVDA), Cisco Systems (NASDAQ:CSCO)
Benzinga· 2025-09-23 18:05
Market Overview - Equity markets are experiencing a euphoric run, drawing comparisons to the dot-com bubble and the Roaring Twenties before the Great Depression [1] - Institutional portfolios are heavily concentrated in equities, particularly in AI-driven tech giants [1] Historical Comparisons - The current market sentiment mirrors the dot-com era, where a small number of stocks drove the S&P 500 to new highs [3] - In 2000, information technology and telecom made up nearly half of the S&P 500; today, technology, communications, and consumer discretionary sectors account for over 55% [3] - Investor psychology reflects the past, with similar proclamations about transformative technologies in both eras [4] Valuation Concerns - Valuations are reaching extremes, with Nvidia valued at nearly 15% of US GDP, akin to Cisco's peak during the dot-com bubble [5] - Both cases are based on exponential growth assumptions that may not hold true over time [5] Differences from the Past - Today's mega-cap tech companies have stronger balance sheets and cash flows compared to the internet companies of 1999 [6] - However, there are warnings that the current AI boom's scale relative to the economy could lead to greater risks than the dot-com era [6][7] Risk Perspectives - Mark Spitznagel warns that current market conditions resemble those leading up to the Great Depression, suggesting a fragile system due to repeated Federal Reserve interventions [10][11] - Despite potential for further market gains, Spitznagel sees complacency as a significant risk for investors [13] Investment Strategies - Universa Investments employs a tail-risk protection strategy, allowing clients to stay invested while safeguarding against market downturns [9] - The current high equity exposure among investors, coupled with low gold allocations, indicates a lack of preparedness for potential market shocks [13]
Cisco: Are Management Growth Targets Achievable?
Seeking Alpha· 2025-09-23 02:54
Group 1 - Khaveen Investments is a global Investment Advisory Firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm offers comprehensive services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio across various asset classes, geographies, sectors, and industries [1] Group 2 - Khaveen Investments employs a multifaceted investment approach integrating top-down and bottom-up analysis [1] - The investment strategies include global macro, fundamental, and quantitative approaches [1] - The firm's core expertise focuses on disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]