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Inflation, earnings and chip stocks were top of mind for investors on Thursday.
Super Micro Computer stock continued its post-earnings rally Thursday while Cisco Systems —another hardware maker that has gotten an artificial-intelligence boost—fell hard. Super Micro stock surged 8% on Thursday to $40.63. Super Micro reported fiscal fourth-quarter financial results after the stock market closed Tuesday.
Record AI orders lifted Cisco's outlook, but shrinking gross margins exposed the cost of its hardware-heavy growth.
Two optics companies beat earnings estimates and watched their stocks crater while rivals selling into the exact same AI demand surge went flying in the opposite direction. The divergence comes down to something buried in the cash flow disclosures that most headlines missed.
(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par
Cisco Systems Inc (NASDAQ:CSCO, XETRA:CIS) reported fiscal fourth-quarter revenue of $17.3 billion, up 18% year-over-year and above the $16.82 billion analyst estimate, as networking demand and artificial intelligence orders drove growth. Non-GAAP earnings per share came in at $1.22, up 23%...
Cisco targets $7.5 billion in fiscal 2027 AI infrastructure revenues as hyperscaler demand fuels a broader networking refresh despite margin pressure.
Stocks opened in the green on Thursday after another inflation reading led traders to pare back bets of a Federal Reserve rate hike in September.
Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.
US equity futures were edging slightly higher pre-bell Thursday as traders awaited another key infla
Cerebras Systems slumped over 18% premarket on Thursday after it missed key estimates despite soaring cloud revenue, raising doubts about the ability of its AI chips to challenge Nvidia. Expectations were high for AI-linked companies including Cerebras and networking equipment maker Cisco, given the strong run-up in shares driven by Big Tech's ballooning spending, set to cross more than $740 billion for this year. Here are some details: • Cerebras, in its second earnings report as a public company, offered a mixed picture as it increasingly derived revenue from cloud computing rather than its AI chips.
Investing.com - U.S. stock index futures pointed higher on Thursday, as investors digested fresh corporate earnings and deal news while continuing to assess the outlook for inflation and interest rates.
Cisco benefits from AI demand, Musk is optimistic about Starlink, inflation hasn’t thrown cold water on stock market rally, and more news to start your day.
The networking company posted $17.25 billion in quarterly revenue and guided well above Wall Street expectations for the year ahead
U. S. stock futures moved modestly higher on Thursday as investors looked ahead to another important inflation reading while assessing a fresh round of technology earnings.
Since SpaceX went public in June, Wall Street had been dreading Aug. 6, when the first lockup preventing early investors from selling the stock expired and millions of shares were set to flood the market.
Cisco's fiscal 2026 closes with record $63.3 billion revenue, driven by AI infrastructure demand and a networking super cycle, with projections for continued strong growth in fiscal 2027.
Cisco Systems (NASDAQ:CSCO) reported record fourth-quarter and fiscal 2026 results, citing broad demand for networking, AI infrastructure, security and collaboration products. The company also issued fiscal 2027 guidance that calls for continued revenue and earnings growth as it pursues what Chief E
“Customers know that if they pause or slow down they run the risk of being way behind,” Chief Executive Chuck Robbins said.
AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.