Opening Bell: October 8, 2025

Market Analysis & Company Performance - Cisco's valuation is around 16 or 17 [1] - Cisco's actions are viewed positively [2] - The speaker looks forward to Cisco's quarterly report for insights into the sales cycle [2] Cybersecurity - Cybersecurity is an important area, with CrowdStrike and Palo Alto Networks stocks performing well [2] - Salesforce's decision not to pay a ransom is considered significant [2] Industry Events & Trends - Mark Benioff is showcasing 12 successful individuals at Dreamforce [3] - Jensen Huang is reportedly writing his own [3]