The Latest Breaking News from Cisco

Cisco Systems CEO Sees AI Fueling a “Networking Super Cycle”

Cisco Systems (NASDAQ:CSCO) Chairman and Chief Executive Officer Chuck Robbins said at JPMorgan’s Technology Conference that the company is seeing broad-based demand tied to artificial intelligence, describing the current environment as a “networking super cycle.” In a keynote discussion with JPMor

MarketBeat · May 19

Nokia Shares Jumped After Cisco’s Strong Quarterly Results. NOK Could Be the Next Networking Winner.

Nokia shares jumped more than 10% after Cisco’s strong fiscal Q3 2026 results, as investors increasingly view the company as a beneficiary of surging AI infrastructure and networking demand.

Barchart · May 17

Cisco Systems Reported Lower FCF and Margins - Has CSCO Stock Peaked?

Cisco Systems' free cash flow fell vs last year, as did its FCF margins. However, its fair value could be 16% higher based on higher revenue forecasts. One play is to sell short out-of-the-money puts and calls.

Barchart · May 17

Cisco Eliminates 4,000 Jobs on the Same Day It Reports $15.8B Record Revenue, Blaming AI Pivot

Cisco CFO Mark Patterson said the restructuring was "not a savings-driven" exercise, calling it instead a rapid reallocation of resources toward silicon, optics, security, and AI.

International Business Times · May 15

'Critical infrastructure for the AI era': Cisco’s CEO on the earnings beat that sent shares to a record

Record $15.8 billion in revenue and a near-doubling of AI orders to $9 billion sent shares soaring.

Fortune · May 15

Cisco (CSCO) Stock Just Hit a Record High Amid Layoffs Announcement

Cisco shares rallied on blowout Q3 earnings and a new round of layoffs affecting nearly 4,000 jobs. Morgan Stanley analysts continue to see CSCO stock as “cheap” at current levels.

Barchart · May 14

From Cisco to Block, more companies are pointing to AI when unveiling job cuts

Layoffs have been piling up recently, especially in the tech world

The Independent UK · May 14

Cisco Sends Nasdaq, S&P 500 to New Highs: Stock Market Today

Wall Street wasn't worried about an AI bubble on Thursday, with Cisco rallying on strong demand and Cerebras soaring in its market debut.

Kiplinger · May 14

Cisco’s Vertical Rally May Still Be in the Early Innings

Cisco Systems has emerged as AI-critical due to its impact on efficiency and security, enabling real-time control of AI dataflows and outputs.

MarketBeat · May 14

Cisco shares hit record on strong forecast, AI push with job cuts

The jump, if sustained, would mark the best day for the stock since a robust earnings ‌reports in ⁠May ⁠2002 sparked a furious rally in the aftermath of the dotcom crash.

The Economic Times · May 14