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Cisco CEO says tech is entering a 'networking supercycle' as stock pops 14% on strong AI demand
Shares headed for their best day in more than two decades after Cisco blew past its AI infrastructure and hyperscaler orders guidance for the fiscal year
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cnbc.com
Cisco's stock pops 15% on surging AI orders, as company says it's cutting almost 4,000 jobs
Cisco's AI story has finally started resonating with Wall Street, with the stock hitting a record late last year and continuing to rally in 2026.
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Cisco CEO says tech is entering a 'networking supercycle' as stock pops 14% on strong AI demand
Shares headed for their best day in more than two decades after Cisco blew past its AI infrastructure and hyperscaler orders guidance for the fiscal year
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benzinga.com
Cisco CEO Chuck Robbins Tells Jim Cramer 4,000-Job 'Reallocation' Is An 'Agile' Move, Not 'Cost Reduction
Cisco CEO Chuck Robbins explains why the 4,000-job "reallocation" is an "agile" AI pivot to fund silicon and optics, not a cost cut.
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fortune.com
'Critical infrastructure for the AI era': Cisco’s CEO on the earnings beat that sent shares to a record | Fortune
Record $15.8 billion in revenue and a near-doubling of AI orders to $9 billion sent shares soaring.