Tech stocks continue to outperform. The Nasdaq index is up nearly 10% this year compared to an 8% increase in the benchmark S&P 500 index and a 3% gain in the blue-chip Dow Jones Industrial Average. However, the rally among technology stocks continues to be uneven. While the Magnificent Seven and stocks of microchip companies are performing well, many other tech stocks are lagging the overall performance. This can be due to poor earnings and also a lack of investor awareness. Many technology stocks are not ...

rvlsoft/iStock Editorial via Getty Images While all eyes are on Cisco Systems (NASDAQ:CSCO) boosting capabilities in cybersecurity with the Splunk (SPLK) acquisition, less attention has gone to the partnership with Nvidia (NVDA) for deploying artificial intelligence, as illustrated below. With its multiple roles as a networking company, provider of monitoring, and end-point solutions to address IT risks, without forgetting that this is also an OEM (original equipment manufacturer) for servers, it stands ...

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 ...