Cisco: A Potential AI Inference Beneficiary (Upgrade) (NASDAQ:CSCO)

Core Viewpoint - Cisco Systems, Inc. has been downgraded from a hold to a sell rating due to weak guidance despite a strong AI infrastructure business [1] Company Summary - The AI infrastructure business of Cisco is performing robustly, indicating potential in this segment [1] - However, the overall guidance provided by the company is weak, which raises concerns about future performance and valuation [1]