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Did Cisco's New AI and Quantum-Safe Security Alliances Just Shift Cisco Systems' (CSCO) Investment Narrative?
Simply Wall St.61d agoneutral
Did Cisco's New AI and Quantum-Safe Security Alliances Just Shift Cisco Systems' (CSCO) Investment Narrative?

In recent weeks, Intrado Life & Safety, Tech Mahindra, and SuccessKPI have each announced new integrations and partnerships with Cisco’s Webex and security platforms, while Cisco has also begun testing Aliro’s quantum networking software and joined Nvidia’s Open Secure AI Alliance to bolster open-source AI cybersecurity. Together, these moves underline Cisco’s push to embed AI, advanced security, and quantum-safe capabilities across its collaboration, networking, and contact center offerings...

Nelson Peltz and Trian Take a New Position: The Turnaround Thesis
24/7 Wall St.61d agoneutral
Nelson Peltz and Trian Take a New Position: The Turnaround Thesis

Nelson Peltz just made a healthcare technology spinoff his largest institutional bet, and the combination of a dirt-cheap valuation, an activist legend, and a company still sorting out its own identity creates a setup worth understanding before the market catches on.