- Price
- $109.51
- Day
- -0.66%
- Mkt Cap
- $431.63B
- 52W Range
- $66.81 – $130.37
- Volume
- 41.30M
- Beta
- 0.99
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NVIDIA NASDAQ: NVDA CEO Jensen Huang gave cybersecurity his seal of approval, calling it the next major growth market, aligning with a growing number of indicators suggesting an inflection ahead. In his view, like many others, AI automation drives an exponential increase in code to be scanned, and that's not counting the need to secure AI modeling facilities, the data AI runs on, or the impact of agents, which can hallucinate and run amok.
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‘Everybody forgot about them for 20 years. And now suddenly they're important again.
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The $72,000 ending is the easy part. Collecting it involved an 83% loss and a 15-year wait just to get back to even.
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CSCO's 8% three-month drop reflects margin and recurring-growth concerns, but surging AI demand and networking refresh opportunities support its outlook.
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Cisco President Jeetu Patel says artificial intelligence does pose a material security risk to the market and innovation around safety and security needs to speed up. He compared the behavior of AI agents to teenagers that make bad decisions.
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Cisco Systems is upgraded from hold to buy after a 10% price decline and strong business acceleration, restoring margin of safety. CSCO delivered record FY26 results, with 18% YoY revenue growth in Q4, robust AI infrastructure orders, and a bullish FY27 outlook for 15% revenue and 17% EPS growth. Networking and security segments are driving a super cycle, with vertical integration, design wins, and a $100B+ upgrade opportunity supporting long-term growth.
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The next rotation in the AI trade may be beginning.
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Cisco Systems is gaining Splunk momentum with new AI security and observability tools as Datadog and CrowdStrike expand rival capabilities.
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Cisco delivered FY2026 Q4 revenue growth of 18% YoY, reaching multiyear highs and beating analyst top-line expectations by $424.73 million. AI-driven networking demand is robust, with hyperscaler AI infrastructure orders up 4.5x in FY2026 and Q4 RPO growth accelerating, supporting a bullish outlook. Gross margin contracted to 66.3% due to memory costs and competition, but operating margin expanded as expense control offset headwinds, keeping profitability healthy.
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Customers can now run, defend, and observe AI where their machine data already lives Cisco and NVIDIA extend partnership to bring agentic AI to Splunk on-premises customers News Summary: Splunk AI features come to on-premises customers with Cisco AI POD for Splunk, the newest addition to Cisco Secure AI Factory with NVIDIA. New Tokenomics solution in Splunk Agent Observability tracks AI spending and coding agent usage in real time, tying adoption to business value.
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MENLO PARK, Calif.--(BUSINESS WIRE)--Crosspoint Capital Partners (“Crosspoint Capital”), an investment firm focused on cybersecurity and its intersection with infrastructure software, today announced the addition of Panos Kozanian, former Executive Vice President of Product Engineering at Five9 (NASDAQ: FIVN) and former leader of Cisco's (NASDAQ: CSCO) emerging technologies incubation lab, to its operating team. Kozanian has built his career at the intersection of technology judgment and execut.
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A customer-controlled path into enterprise AI opened Monday as Cisco rolled out version 1.0 of Cisco AI POD for Splunk. Cisco Systems (CSCO), the networking and
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