Cisco's Got Issues. & Arista Is a Big One
Revenues may decline 4 to 6 percent, as moving to the cloud challenges Cisco's business
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thepolarisreport.com·1d ago
Oracle Stock Plummeted by 25% in the First Half of 2026, and This Dire AI Warning Might Be Why
Some of Oracle's biggest data center customers might be unable to meet their obligations.
Bars·3d ago
Oracle's massive cloud and AI infrastructure spending poses significant financial risk
I've watched plenty of companies chase a hot trend and spend their way into trouble.
Oracle's massive cloud and AI infrastructure spending poses significant financial risk
I've watched plenty of companies chase a hot trend and spend their way into trouble.

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