NETGEAR, Inc. (NTGR) has been on a downward spiral lately with significant selling pressure. After declining 24.3% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum os ...

Core Viewpoint - The company has launched a new 51.2T800GCPO silicon photonic switch, which is designed to meet the high-speed interconnect needs for large model training and AI workloads [1] Group 1: Product Launch - The company introduced the 51.2T800GCPO silicon photonic switch, featuring a single chip bandwidth of 51.2T [1] - The switch supports 64 ports of 400G/800G, integrating CPO silicon photonic technology with innovative cooling and intelligent lossless network design [1] - The product is now capable of mass production and commercial delivery [1] Group 2: Market Application - The switch is currently undergoing real-world testing with several leading internet companies [1] - It aims to support high-speed interconnect requirements for large model training, inference, and multimodal AI workloads [1] - The product is expected to provide higher energy efficiency and lower network latency for intelligent computing clusters [1]

证券日报网讯紫光股份（000938）11月21日在互动平台回答投资者提问时表示，2023年公司发布单芯片 51.2T800G CPO硅光交换机，该交换机单芯片带宽高达51.2T，支持64个400G/800G端口，融合CPO硅光 技术、创新散热与智能无损网络设计。相比上一代产品，带宽、时延、功耗均有大幅改善，全面满足智 算网络对高吞吐、低时延、绿色节能的要求。 ...

AMD、思科与沙特AI初创企业Humain周三宣布成立合资公司，计划2030年前在中东建设最高1吉瓦AI数据中心。首期 100兆瓦项目预计2026年动工，算力已由生成式视频公司Luma AI整体包下。 硬·AI 作者 | 赵雨荷 编辑 | 硬 AI AMD、思科以及沙特阿拉伯的人工智能初创企业Humain周三宣布成立一家合资公司，计划在中东建设数 据中心，预计明年开工，目标是在2030年前建设最高1吉瓦的AI基础设施，并且已经获得了第一位客户。 三家公司还宣布了项目的第一阶段，即建设100兆瓦的AI基础设施，计划包括Humain的现代数据中心能 力、AMD Instinct™ MI450系列GPU，以及思科的关键基础设施。 Humain CEO塔里克·阿明（Tareq Amin）对媒体表示， Humain已经把这一数据中心的算力供应合同签 给了生成式视频初创公司Luma AI。 阿明说："他们将成为这个集群的第一位客户。"他补充说，Luma已 经签了合同，将购买整个100兆瓦的容量。 媒体称，这家合资公司是美国总统特朗普5月访问沙特时宣布的一系列合作中的成果之一。本周，沙特王 储穆罕默德·本·萨勒曼与特朗普在 ...

AMD, Cisco and HUMAIN will serve as founding investors in the joint venture, which is expected to begin operations in 2026 with plans to combine HUMAIN's state-of-the-art data centers with AMD and Cisco technology, delivering modern data center capacity with efficient power and lower capital expenditures. AMD and Cisco will act as exclusive technology partners to the joint venture, contributing their portfolio of products and services to its development of up to 1 GW of AI infrastructure by 2030. Accessibil ...

Group 1: Economic Insights - Bank of Canada Deputy Governor Sharon Vincent highlighted the urgency of Canada's weak productivity, describing it as a systemic issue that creates a vicious circle affecting economic goals [2][8] - Vincent emphasized that higher productivity is essential for increasing incomes and maintaining stable inflation, linking labor costs and productivity to inflationary pressures [2][8] Group 2: U.S. Job Market Developments - The U.S. Bureau of Labor Statistics canceled the October 2025 Employment Situation Release and rescheduled other key jobs reports, leading to a decline in market expectations for a December Fed rate cut [3][8] Group 3: Corporate Investments - Novartis AG announced a $23 billion investment in U.S. infrastructure over the next five years, including a new manufacturing hub in North Carolina aimed at producing 100% of its key medicines domestically [4][8] - Saudi Aramco signed 17 MOUs and agreements with U.S. companies, with a potential value exceeding $30 billion, focusing on sectors such as LNG and advanced materials manufacturing [5][8] - A joint venture was launched by AMD, Cisco, and Humain to build 100MW data centers [5][8]

格隆汇11月19日｜博通(AVGO.US)股价涨超5%；公司推出全球首个量子安全第八代128G SAN交换机产 品组合。 ...

We recently published 8 Stocks Jim Cramer Discussed & Mentioned An Important Quantum Computing Development. Cisco Systems Inc. (NASDAQ:CSCO) is one of the stocks Jim Cramer discussed. Cisco Systems Inc. (NASDAQ:CSCO) also reported earnings the day this show was aired. Ahead of the release, Cramer had asserted that the stock was cheap and its valuation was dissimilar to the trends in the year 2000. The earnings saw Cisco Systems Inc. (NASDAQ:CSCO)’s revenue and EPS beat analyst estimates. During the show, ...

证券日报网讯锐捷网络（301165）11月19日在互动平台回答投资者提问时表示，公司LPO光模块主要是 面向有高性能计算网络组网需求的互联网厂商，适配其采购的数据中心交换机产品及整体解决方案进行 销售，目前占总营收的比例较小。 ...

Summary of Cisco's Earnings Call Company Overview - **Company**: Cisco - **Date**: November 18, 2025 Key Industry Insights - Cisco merged opportunities in Enterprise, Sovereign, and New Cloud sectors, revealing over $200 million in orders to showcase AI-driven growth opportunities and update market information, primarily involving systems and optical products [2][3] - AI revenue is derived mainly from Series A K, Silicon One, and optical products, with systems and optical products each accounting for 50% of the revenue [2][9] - Demand for DCI (Data Center Interconnect) related products has significantly increased, particularly for coherent pluggable optics [2][9] Core Business Strategies - Cisco's deep involvement in the design process with Hyper Scalers and the implementation of a Silicon strategy have reduced reliance on external supply chains, enabling success in the AI sector and effectively addressing supply chain challenges [2][8] - Collaboration with NVIDIA on the N9,200 switch may lower profit margins due to the use of external chips, but the integration of software and enterprise sales channel advantages enhances customer satisfaction and market competitiveness [2][11] Market Position and Competition - Cisco believes that white box switches do not pose a substantial threat to its market position and gross margins, as it possesses silicon technology and operating systems, maintaining close relationships with Hyper Scaler customers to meet complex network demands [2][13] - The company is optimistic about the growth of its security business, targeting a long-term growth rate of 15% to 17% annually, despite recent underperformance due to a transition period between old and new products [4][17] Financial Performance and Projections - Cisco's $2 billion pipeline includes opportunities from Sovereign enterprises and emerging cloud vendors, with the timing of project rollouts dependent on market demand and project progress [5][6] - The company expects that the conversion of orders to revenue typically takes about six months, but it can be quicker, around 90 days, depending on external factors [7] Product Development and Customer Needs - The hybrid work trend has impacted Cisco's collaboration business, which remains stable due to a strong product portfolio and cash flow generation capabilities [4][19] - Cisco's strategy for product updates involves a gradual approach, allowing customers to transition from older products to newer models, ensuring service continuity and security [15][16] Future Outlook - Cisco is optimistic about the future, particularly in AI and security sectors, and is positioned to leverage its dual technology strengths in networking and security [21][22] - The company emphasizes the importance of enhancing remote participant experiences in hybrid work environments and continues to focus on AI advancements as a key growth area [22][23] Additional Considerations - The transition to cloud subscriptions in the Slunk business has altered revenue recognition methods, leading to short-term revenue softness but aligning with long-term strategic goals [18] - Cisco's diverse supply chain strategy, including both proprietary and third-party components, ensures production stability and mitigates risks associated with single supply chain dependencies [11]