Dow Jones Top Company Headlines at 5 PM ET: Cisco Reports Higher Fourth-Quarter Profit as AI Orders Roll In | Cerebras ...

AI infrastructure spending boosts Cisco's earnings and revenue, but its stock declines after-hours -…

Cisco beat Q4 earnings and revenue, with AI networking up 28% ($9.79B) on $4B hyperscaler orders. Margin compression to 66.3% from 68.4% reflects rising chip costs, signaling AI infrastructure cycle is real but with tightening component economics.