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Cisco, US Foods And 3 Stocks To Watch Heading Into Thursday - Cisco Systems (NASDAQ:CSCO)
Benzinga· 2026-02-12 06:49
With U.S. stock futures trading higher this morning on Thursday, some of the stocks that may grab investor focus today are as follows:Check out our premarket coverage here ...
3nm AI网络芯片来了,102.4Tbps带宽,专为Agent时代设计
3 6 Ke· 2026-02-12 04:41
芯东西2月11日报道,2月10日,思科推出3nm交换芯片Silicon One G300,单设备可提供102.4Tbps的以 太网交换容量,专为AI集群网络而优化。 思科将Silicon One G300称作"Agent时代的网络基础"。 G300支持1.6T以太网端口,并集成思科自研200Gbps片上SerDes,可实现低功耗、高性能和更远的传输 距离。它具有高达512个端口的高扩展性,能构建更"扁平化"的网络,并将更多计算资源连接到网络边 缘附近。 这使得运营商能够在物理距离上更近的地方连接更多GPU,从而降低延迟、简化网络,并最大限度地提 高AI训练和推理工作负载的效率。 思科Silicon One G300将为全新思科N9000和思科8000系统提供动力。该系统具有创新的液冷功能,并支 持高密度光学器件,以实现新的效率基准,并确保客户充分利用GPU投资。 G300软件开发工具包(SDK)现已发布。首批系统计划在2026年下半年推出。 思科通过两大战略支柱——智能集体网络和面向未来的基础设施,来优化TCO,并提高网络集群的盈利 能力。 01. 智能集体网络:有效吸收突发AI流量, 防止数据包丢失 Sil ...
Cisco Systems, Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:CSCO) 2026-02-11
Seeking Alpha· 2026-02-12 03:29
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APP, MCD, CSCO, QS, ASTS: 5 Trending Stocks Today - Cisco Systems (NASDAQ:CSCO)
Benzinga· 2026-02-12 01:26
Market Overview - Major U.S. indices closed lower, with the Dow Jones Industrial Average down 0.13% to 50,121.40, the S&P 500 finishing flat at 6,941.47, and the Nasdaq falling 0.16% to 23,066.46 [1] AppLovin Corporation - AppLovin stock decreased by 3.41% to close at $456.81, trading between an intraday high of $471.97 and a low of $438.18, remaining below its 52-week peak of $745.61 but above its 52-week low of $200.50 [2] McDonald's - McDonald's shares fell 0.85% to finish at $323.21, with an intraday high of $325.20 and a low of $320.81, just under its 52-week high of $328.06 and above its 52-week low of $283.47 [2] Cisco Systems - Cisco Systems stock eased 0.84% to close at $85.54, trading between an intraday high of $87.14 and a low of $85.12, hovering near a 52-week high of $88.18 and well above a 52-week low of $52.11; in after-hours trading, the stock fell 7.3% to $79.26 [3] - Cisco projected third-quarter revenue between $15.4 billion and $15.6 billion, exceeding estimates of $15.18 billion, and adjusted earnings of $1.02 to $1.04 per share, compared to estimates of $1.03 per share; the company also raised its fiscal 2026 revenue guidance to $61.20 billion to $61.7 billion from a prior outlook of $60.20 billion to $61 billion [4] QuantumScape Corporation - QuantumScape stock declined 1.34% to end at $8.82, with an intraday high of $9.13 and a low of $8.60, trading well below its 52-week high of $19.07 but above its 52-week low of $3.40; shares fell nearly 10.5% to $7.89 in extended trading [5] - The company reported a fourth-quarter loss of 17 cents per share, better than the expected 18-cent loss; capital expenditures totaled $12.3 million for the fourth quarter and $36.3 million for the full year 2025, with customer billings reaching $19.5 million for the year [6] AST SpaceMobile - AST SpaceMobile shares increased by 0.68% to close at $96.92, trading between a session high of $102.85 and a low of $93.20, still below its 52-week high of $129.87 but far above its 52-week low of $18.22 [7] - Cisco stock has a Momentum ranking in the 81st percentile and a Value ranking in the 18th percentile according to Benzinga Edge Stock Rankings [7]
Cisco Systems, Inc. (CSCO) Unveils Silicon One G300 Chip to Target $600B AI Infrastructure Opportunity
Yahoo Finance· 2026-02-12 01:09
Cisco Systems, Inc. (NASDAQ:CSCO) is included among the 13 Best Roth IRA Stocks to Buy Now. Cisco Systems, Inc. (CSCO) Unveils Silicon One G300 Chip to Target $600B AI Infrastructure Opportunity On February 10, Cisco Systems, Inc. (NASDAQ:CSCO) introduced a new chip and router built to accelerate data movement inside large data centers. The launch positions the company to compete with Broadcom and Nvidia for a share of the projected $600 billion AI infrastructure spending cycle. The new Silicon One G300 ...
Global Market Today: Asian stocks rise, Treasuries fall after strong US jobs data
The Economic Times· 2026-02-12 01:05
Economic Indicators - The yield on the 10-year Treasury bond rose to 4.18% as traders adjusted their expectations for interest-rate cuts by the Federal Reserve following stronger-than-expected jobs data, with 130,000 roles added in January, double the median forecast [1][9] - The US labor market showed signs of stabilization, with payrolls rising by the most in over a year and the unemployment rate unexpectedly falling, easing concerns about rising unemployment that had previously led to rate cuts [7][10] Market Reactions - The S&P 500 ended flat after a volatile session, while the Nasdaq 100 rose by 0.3%, influenced by a generally positive outlook driven by artificial intelligence gains despite a tepid margin forecast from Cisco Systems Inc. [4][5] - McDonald's Corp. reported US sales growth at the fastest pace in over two years, indicating strong consumer demand [5] Commodity and Currency Movements - Gold and silver prices edged lower, while Bitcoin traded around $67,000; the dollar held its losses, benefiting the yen, which reached a two-week high [6] - Oil prices increased due to tensions in the Middle East, overshadowing concerns about a growing supply glut, while nickel prices rose following Indonesia's announcement of a significant output cut [6]
股价盘后大跌7%!思科财报超预期AI订单高增也难挡成本冲击! 存储芯片涨价成“利润杀手”!
美股IPO· 2026-02-12 00:54
不过,市场对这份成绩单并不买账。思科预计本财季(第三财季)调整后每股收益为1.02至1.04美元,仅与市场预期中值1.03 美元持平,更令投资者担忧的是,公司给出的调整后毛利率预测远逊于预期,预计这一数字将在65.5%至66.5%之间,而分 析师此前的平均预期为68.2%。 美东时间周三,网络设备巨头思科(CSCO.US)公布了截至1月24日的第二财季财报。尽管季度业绩与全年营收指引均超出市场预 期,并展现出人工智能(AI)业务带来的增长动力,但由于当前季度的盈利预测平平,且利润率指引显著低于分析师预估,公司股价在 盘后交易中大幅下挫。 财报显示,思科第二财季营收同比增长10%至153亿美元,市场预期为151亿美元,净利润从上年同期的24.3亿美元增至 31.8亿美元,调整后每股收益为1.04美元,优于市场预期的1.02美元。 在AI基础设施需求的强力拉动下,思科核心网络业务增长已有所提速。第二财季,来自超大规模数据中心提供商的AI基础设 施订单达到21亿美元,较前一季度的13亿美元显著增长。公司核心网络业务营收同比增长21%至83亿美元,超越分析师预 测的79亿美元。 虽然行业竞争在不断加剧——博通(AVG ...
全球大公司要闻 | 苹果推迟新版Siri上线,Meta百亿押注AI基建
Wind万得· 2026-02-12 00:54
2. 苹果:对Siri虚拟助手的升级在测试阶段遭遇阻碍,多个新功能或推迟至iOS 26.5或iOS 27发布,测试 发现存在Siri无法正确处理查询、响应时间过长、准确性问题及打断用户等漏洞。 3. 闻泰科技:注意到荷兰阿姆斯特丹企业法庭针对安世半导体案件做出最新裁决。企业法庭并未撤销此 前的错误决定,未能解除对安世半导体实施的临时措施,亦未能恢复闻泰科技作为安世半导体股东的合 法控制权。企业法庭同时裁定对安世半导体启动调查程序。公司对这一裁决表示极为失望与强烈不满。 中诚信国际宣布将闻泰科技主体信用等级由AA-调降至A、评级展望转为负面,"闻泰转债"债项信用等 级同步下调,主要因安世控制权受限对公司经营、财务造成显著负面影响。 4. 字节跳动:知情人士称,字节跳动正在开发一款人工智能芯片,并正在与三星电子洽谈生产该芯片。 字节计划今年生产至少10万块芯片,并寻求逐步将产量提高至35万块。但字节发言人在一份声明中表 示,相关信息不准确。 5. 阿里:核心管理层今年初在一次内部会议上鼓励团队要继续大胆做闪购,三年内不要担心亏损。阿里 创始人马云曾在内部表示,"淘宝闪购是集团里程碑意义的战役。"据了解,淘宝闪购今 ...
13 Best Roth IRA Stocks to Buy Now
Insider Monkey· 2026-02-12 00:25
In this article, we will take a look at the 13 Best Roth IRA Stocks to Buy Now.A Roth IRA, or individual retirement account, is a tax-advantaged way to save for retirement and is not tied to an employer plan like a 401(k). The account is opened directly with a financial provider. The individual sets up contributions and decides how the money is invested, whether by choosing assets personally or working with an investment manager. The control sits with the account holder.Roth IRAs are not only for people clo ...
AI基础设施需求爆发 思科上调业绩预期
Ge Long Hui A P P· 2026-02-12 00:12
格隆汇2月12日|思科作为全球最大的计算机网络及互联网设备制造商,发布了乐观的当季业绩预测。 这表明该公司正吸引大量构建人工智能系统的客户。公司在声明中表示,截至4月的这一财季,营收预 计将达到154亿至156亿美元,这一数字超过了华尔街152亿美元的平均预期。思科一直在调整其芯片和 网络设备,以处理人工智能数据中心所需的海量信息。分析师Woo Jin Ho表示:"人工智能仍然是强劲 的销售增量驱动力。大型数据中心运营商正在继续扩大人工智能基础设施的部署,从而推动了对更高容 量网络的需求。"去年,思科股价上涨了30%。 ...