Key Takeaways Cisco Systems (CSCO) hit a 52-week high of $67.49 on Wednesday. The stock has rallied 14.7% year over year, indicating strong investor confidence in the company's rising prospects. Cisco's rally has been supported by solid earnings results, strong gross and operating margin expansion and an upbeat outlook for the coming quarter. This momentum also reflects the company's aggressive push into AI, a consistent rollout of innovative products and overall operational strength. Juniper is unique in i ...

Key Takeaways CSCO's AI infrastructure momentum is led by webscale clients, topping $1B in orders year to date. Cisco's AI Defense and NVIDIA partnership aim to protect AI models and centralize risk governance. HPE and ANET are rapidly gaining ground with AI server sales, agile platforms and enterprise demand.Cisco Systems (CSCO) is gaining momentum in AI infrastructure, with third-quarter fiscal 2025 AI infrastructure orders surpassing $600 million amid strong traction from webscale clients. Year to date ...

Key Takeaways NVDA's automotive revenue surged 72% YoY to $567M in Q1, targeting a multitrillion-dollar opportunity. NVIDIA's full-stack AI chips are now in production for Mercedes Benz, with Volvo and BYD also onboard. NVDA chips and robots are powering Tesla supercomputers and auto factories for GM and Hyundai.NVIDIA Corp. (NVDA) has identified a hidden gem for its highly demanded generative artificial intelligence (AI) enabled GPUs (graphical processing units) or chips. Aside from the robust business o ...