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Cisco Systems
(NQ:
CSCO
)
92.45
+0.95 (+1.04%)
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Updated: 10:46 AM EDT, May 1, 2026
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Ciena Sets Sights on $6.3 Billion as AI Infrastructure Boom Reshapes the Optical Market
March 05, 2026
As the global demand for artificial intelligence infrastructure enters a new, more intensive phase, Ciena (NYSE:CIEN) has positioned itself at the epicenter of the hardware revolution. In its latest...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The Great AI Loop: Why 'Circular Financing' is Raising Alarms on Wall Street
March 05, 2026
As the artificial intelligence boom enters its third year of breakneck expansion, a shadow is beginning to stretch across the industry’s balance sheets. A growing chorus of analysts and short-sellers...
Via
MarketMinute
Topics
Artificial Intelligence
Regulatory Compliance
Supply Chain
Ciena’s Record Triple-Beat Crushed by 14% Sell-Off as AI Hype Hits Valuation Wall
March 05, 2026
The "sell the news" fever that has gripped AI-adjacent technology stocks claimed its latest victim on March 5, 2026. Ciena Corp (NYSE: CIEN), a leader in optical networking and the "plumbing" of the...
Via
MarketMinute
Topics
Artificial Intelligence
This ETF Made Index Investing Cool Again -- And Made Shareholders Big Winners
↗
March 05, 2026
A simple concept has turned out to be hugely successful.
Via
The Motley Fool
Topics
ETFs
Broadcom’s AI Ascent: A Deep-Dive Analysis Ahead of Q1 2026 Earnings
March 05, 2026
As of today, March 5, 2026, Broadcom Inc. (NASDAQ: AVGO) stands at the undisputed epicenter of the global artificial intelligence infrastructure. While Nvidia (NASDAQ: NVDA) captured the early...
Via
Finterra
Topics
Artificial Intelligence
ETFs
Earnings
Ciena’s AI Inflection: Inside the 2026 Earnings Beat and the Future of Global Optical Networking
March 05, 2026
In the high-stakes world of digital infrastructure, the "plumbing" of the internet is often overshadowed by the flashy consumer applications it supports. However, today’s quarterly earnings report from...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
2 Growth Stocks to Add to Your Roster and 1 We Question
March 04, 2026
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived thr...
Via
StockStory
Topics
Bonds
The AI Great Divide: AMD Struggles for Footing as Semiconductor Sector Enters its 'Discerning Phase'
March 04, 2026
As the calendar turns to March 2026, the initial euphoria of the artificial intelligence revolution has given way to a more cold-eyed assessment of the semiconductor landscape. Advanced Micro Devices,...
Via
MarketMinute
Topics
Artificial Intelligence
Supply Chain
Lantronix Tackles Network Downtime With Automated Out-of-Band Innovations at Cisco Live 2026 Amsterdam
↗
March 04, 2026
Lantronix showcases Out-of-Band recovery solutions at Cisco Live 2026 to reduce network downtime.
Via
Stocktwits
Topics
Artificial Intelligence
Prediction: The Current Bull Market Will End When This Happens
↗
March 04, 2026
The end of the spending boom currently underway in a certain economic sector will bring out the bears.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Dell Technologies Emerges as AI Infrastructure Titan: Record Earnings Fuel March Tech Rally
March 03, 2026
In a dramatic opening to March 2026, Dell Technologies (NYSE:DELL) has cemented its position as the primary architect of the artificial intelligence era. Following a blowout fiscal fourth-quarter...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The Data Fortress: A Deep Dive into Varonis Systems (VRNS) in the Age of AI Security
March 03, 2026
As of today, March 3, 2026, the cybersecurity landscape has shifted from a focus on protecting the "perimeter" to a desperate race to secure the "payload." At the center of this paradigm shift sits...
Via
Finterra
Topics
Artificial Intelligence
Hacking
Stock Market Today, March 2: Ondas Climbs on $10M Investment and World View Defense Partnership
↗
March 02, 2026
Ondas rose after announcing a $10 million strategic investment and partnership that broadens its exposure to defense and homeland security markets.
Via
The Motley Fool
Topics
Initial Public Offering
Stocks
The Photonics Pivot: Nvidia Injects $2 Billion into Lumentum to Secure the Future of AI Networking
March 02, 2026
In a definitive move to cement its dominance over the global AI supply chain, NVIDIA (NASDAQ: NVDA) announced on March 2, 2026, a massive $2 billion strategic investment in optical component leader...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Broadcom’s High-Stakes Earnings: AI Networking and Custom Silicon in the Shadow of Nvidia’s Volatility
March 02, 2026
As the semiconductor industry navigates a complex "show-me" phase in early 2026, all eyes are turning toward Broadcom Inc. (NASDAQ: AVGO), which is set to report its first-quarter fiscal year 2026...
Via
MarketMinute
Topics
Artificial Intelligence
This Networking Stock Is Set to Win on an AMD-Meta Deal — and It Pays a Dividend Too
March 02, 2026
Cisco offers a straightforward way to play Meta’s $100 billion-plus AMD AI chip deal because every new GPU rack needs a high-performance, power-efficient network.
Via
Barchart.com
Topics
Artificial Intelligence
Lumentum Holdings (LITE): The Optical Architecture of the AI Supercycle
March 02, 2026
As of March 2, 2026, the global technology landscape has been fundamentally reshaped by the "Optical Supercycle"—a period of unprecedented demand for high-speed data transmission driven by generative...
Via
Finterra
Topics
Artificial Intelligence
Economy
Supply Chain
Broadcom (AVGO): The Indispensable Backbone of the AI Era
March 02, 2026
As of March 2, 2026, Broadcom Inc. (NASDAQ: AVGO) stands as one of the most formidable architects of the modern digital era. Once viewed primarily as a diversified semiconductor manufacturer, the...
Via
Finterra
Topics
Artificial Intelligence
Economy
New Report by CX Research Institute Highlights Expert Matchmaker in Raleigh-Durham
March 02, 2026
Via
AB Newswire
Topics
Economy
The OpenClaw Security Crisis: 42,000 Exposed Deployments at Risk
March 01, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Malware
Cisco President Says AI Agents Need To Get The Background Checks Done — Yet Predicts 6 Products 'Written With AI Only' By The End Of 2026
↗
February 27, 2026
Via
Benzinga
Topics
Artificial Intelligence
AI’s Next Frontier: BofA Lifts Nvidia Price Target as ‘Agentic’ Demand Eclipses Post-Earnings Volatility
February 27, 2026
Following a week of intense market turbulence, BofA Securities (NASDAQ: NVDA) analyst Vivek Arya has issued a major price target upgrade for Nvidia Corp. (NASDAQ: NVDA) today, February 27, 2026....
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
‘This is Not Business as Usual. This is Risk’: Michael Burry Warns Nvidia Looks Strikingly Similar to Cisco Just Prior to Dot Com Bubble Crash
February 27, 2026
Michael Burry, the investor immortalized in The Big Short for predicting the subprime mortgage collapse, is raising fresh alarms about Nvidia (NVDA) , the semiconductor giant at the heart of the...
Via
Barchart.com
Topics
Artificial Intelligence
Earnings
Economy
Cisco Systems Unusual Options Activity For February 27
↗
February 27, 2026
Via
Benzinga
How The AI Bubble Could Burst. Lessons From The Dot-Com Stock Market Crash.
↗
February 27, 2026
AI bubble fears have grown along with comparisons to the dot-com market crash. Can you protect yourself by studying the past? What to know.
Via
Investor's Business Daily
Topics
Artificial Intelligence
The Intelligence Layer: A Deep Dive into Datadog’s (DDOG) 2026 Outlook and the AI Observability Revolution
February 27, 2026
Date: February 27, 2026 Introduction In the rapidly evolving landscape of enterprise software, few companies have managed to maintain the mantle of "market darling" as consistently as Datadog (NASDAQ:...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Initial Public Offering
The Nvidia Paradox: Why a Record-Breaking Earnings Beat Triggered an AI Sector Contagion
February 27, 2026
On February 27, 2026, a strange chill settled over Silicon Valley and Wall Street alike. Just forty-eight hours after Nvidia (NASDAQ:NVDA) delivered what many analysts called a "near-perfect" fiscal...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Broadcom (AVGO) Deep Dive: The King of Custom Silicon in the Era of AI Consolidation
February 27, 2026
As of February 27, 2026, the global technology landscape is grappling with a paradox. While the "AI Gold Rush" of 2023–2024 has matured into a multi-billion-dollar infrastructure industry, the...
Via
Finterra
Topics
Artificial Intelligence
The Everpure Era: Decoding Pure Storage’s $1 Billion Milestone and the Future of AI Data Cloud
February 27, 2026
On February 27, 2026, the enterprise technology sector witnessed a definitive shift as Pure Storage (NYSE: PSTG), now officially rebranding as Everpure, reported a landmark fiscal quarter that has...
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
The Zoom Paradox: Growth Plateaus and AI Pivots After a Rare Earnings Miss
February 27, 2026
In the lexicon of the digital age, few names carry as much weight—or as much baggage—as Zoom Video Communications (NASDAQ: ZM). Once the undisputed champion of the pandemic era, the company has spent...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Initial Public Offering
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