Cisco Earnings a Mixed Bag
Cisco revenues were down, but the company has high hopes for Splunk and AI
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Starboard’s Dynatrace Play: Activist Turnaround or Setup for a Splunk-Style Sale?
Starboard Value just secured two board seats at Dynatrace and a billion-dollar buyback authorization, moves that echo its Splunk campaign al
Cisco acquires WideField Security to bolster AI agent security in Splunk platform
WideField latest cybersecurity vendor in Cisco's snare
sdxcentral.com·19d agoVenture-capital firms are turning to hardware bets as AI threatens software companies
Investors are betting big on infrastructure and “physical AI,” enticed by the prospect of new revenue opportunities. on.wsj.com/49O1Uh9
Rebounds for AI stocks help support Wall Street and keep the market mixed
Global investor appetite for AI faces a test with SK Hynix's large share offering. TeraWulf secured a substantial data center deal with Anth
Rebounds for AI stocks help support Wall Street and keep the market mixed
Global investor appetite for AI faces a test with SK Hynix's large share offering. TeraWulf secured a substantial data center deal with Anth
Cisco and Ciena Comments Support AI-Driven Networking Investment Thesis
They also keep us bullish on these Pro Portfolio positions.
pro.thestreet.com·17d ago
Cisco Reports Record Q3 FY26 Revenue of $15.8 Billion, Announces Workforce Reduction
Cisco announces a realignment of resources to support strategic investment areas and a workforce reduction. Cisco announces a realignment of
blogs.cisco.com·1mo ago
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