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Tech ETF inflows surge and defy AI concentration risks
Yahoo Finance Video114d agobullishVIDEO
Tech ETF inflows surge and defy AI concentration risks

In the latest installment of Yahoo Finance's ETF Report, BlackRock head of iShares investment strategy for the Americas, Kristy Akullian, sits down with Julie Hyman to lay out where the biggest tech ETF inflows are happening as the latest bout of AI momentum stokes the flame of the market.

Tech ETF inflows surge and defy AI concentration risks
Yahoo Finance Video114d agobullishVIDEO
Tech ETF inflows surge and defy AI concentration risks

In the latest installment of Yahoo Finance's ETF Report, BlackRock head of iShares investment strategy for the Americas, Kristy Akullian, sits down with Julie Hyman to lay out where the biggest tech ETF inflows are happening as the latest bout of AI momentum stokes the flame of the market.

From Activist Pressure to AI Fit: Why These 3 Software Stocks Could Be Gone by Year-End
24/7 Wall St.114d agoneutral
From Activist Pressure to AI Fit: Why These 3 Software Stocks Could Be Gone by Year-End

Software M&A activity has returned in 2026 as public SaaS multiples compress while private equity dry powder and strategic stack consolidation remain abundant. Mid-cap, sticky enterprise software companies with negative book equity, AI-relevant platforms, and visible activist or buyback signaling are the most logical targets. We screened for six attributes: Digestible market cap between $1 ... From Activist Pressure to AI Fit: Why These 3 Software Stocks Could Be Gone by Year-End

How Corning Turned Glass Into Gold
Trefis114d agoneutral
How Corning Turned Glass Into Gold

If you were asked to name the stock that returned +305% in the last twelve months, you might guess a hot chip designer or a buzzy software name. You would probably not guess Corning (GLW), the maker of glass and ceramics. Yet here we are. While the S&P 500 managed a respectable +30% gain, GLW significantly outperformed both the broader market and its industry peers.

HSBC Upgrades Cisco Systems (CSCO) on Surging AI Infrastructure Demand
Insider Monkey114d agobullish
HSBC Upgrades Cisco Systems (CSCO) on Surging AI Infrastructure Demand

Cisco Systems, Inc. (NASDAQ:CSCO) ranks among the best most active stocks to buy according to hedge funds. On May 15, HSBC boosted Cisco Systems Inc.’s (NASDAQ:CSCO) rating to Buy and hiked its price target to $137 from $77, citing a stronger-than-expected AI infrastructure demand pattern that has significantly changed the company’s growth profile. Analyst Stephen […]

Cisco Systems (CSCO) Is Up 8.2% After Record AI-Focused Quarter And New Cloud Control Platform – Has The Bull Case Changed?
Simply Wall St.114d agoneutral
Cisco Systems (CSCO) Is Up 8.2% After Record AI-Focused Quarter And New Cloud Control Platform – Has The Bull Case Changed?

Cisco Systems recently reported record quarterly revenue with earnings above analyst expectations, raised its AI infrastructure orders target, and filed a US$41.20 million shelf registration for ESOP-related common stock offerings. The company also launched its AI-powered Cisco Cloud Control and Live Protect platforms, underscoring a push to tie networking, automation, and cybersecurity into a unified AI-centric infrastructure offering. We’ll now examine how Cisco’s new Cloud Control AI...

Cisco launches platform to defend against AI-powered cyber threats
Yahoo Finance Video115d agoneutralVIDEO
Cisco launches platform to defend against AI-powered cyber threats

Yahoo Finance Tech Editor Dan Howley comes on Market Domination to break down the day’s leading and trending tech stories, including Cisco Systems (CSCO) unveiling its new Live Protect platform to help customers and businesses defend against AI-enhanced cybersecurity threats.

Cisco Advances 5% to Record Highs on AI Cybersecurity Push, Arista Climbs as Networking Trade Extends
24/7 Wall St.115d agobullish
Cisco Advances 5% to Record Highs on AI Cybersecurity Push, Arista Climbs as Networking Trade Extends

Shares of Cisco Systems (NASDAQ:CSCO) are up 5% in midday trading on Tuesday, June 2, changing hands at $127 and change after a Monday close of $121.33. Cisco stock is printing fresh all-time highs as the company unveiled a sweeping AI cybersecurity and unified management push at its annual Cisco Live U.S. conference. The networking ... Cisco Advances 5% to Record Highs on AI Cybersecurity Push, Arista Climbs as Networking Trade Extends

Up Nearly 400% in the Past Year, Bandwidth Stock Is an Undiscovered Winner
Barchart115d agoneutral
Up Nearly 400% in the Past Year, Bandwidth Stock Is an Undiscovered Winner

Bandwidth (BAND) shares are up nearly 390% over the past 52 weeks. BAND has demonstrated exceptional technical momentum, maintaining a 100% “Buy” technical opinion from Barchart. Analysts forecast robust revenue and earnings growth, with earnings projected to rise 25.87% this year and 24.33% next year. Wall Street sentiment is strongly...

Is It Too Late To Consider Cisco Systems (CSCO) After Its Strong Share Price Run
Simply Wall St.115d agoneutral
Is It Too Late To Consider Cisco Systems (CSCO) After Its Strong Share Price Run

If you are wondering whether Cisco Systems at US$121.33 is still priced reasonably after a strong run, the next sections will help you put that question on a more structured footing. The stock has posted returns of 0.8% over the last 7 days, 32.1% over the last 30 days, 59.6% year to date, 94.4% over 1 year and 162.6% over 3 years, with the 5 year return at 159.6%. Recent performance is front of mind for many investors assessing value and risk. Recent attention on Cisco Systems has centered...

Is Zoom Stock A Buy After The Anthropic IPO Hype?
Trefis115d agobullish
Is Zoom Stock A Buy After The Anthropic IPO Hype?

Zoom (ZM) is actively shedding its reputation as a single-use utility. Following a robust Q1 FY27 earnings beat and a speculative surge tied to Anthropic's IPO plans, shares have rallied to $112. As the stock trades at a notable premium, investors must determine if Zoom's AI-driven enterprise pivot truly justifies this momentum.

Analyst Says Dell’s Momentum Is Real, But Valuation Is Risky with Stock Up 250% YTD
24/7 Wall St.116d agoneutral
Analyst Says Dell’s Momentum Is Real, But Valuation Is Risky with Stock Up 250% YTD

Dell Technologies (NYSE:DELL) has become one of the market’s biggest AI winners. The stock has rocketed over 250% year to date and more than 100% in the past month alone, fueled by explosive demand for AI infrastructure. Yet even some bulls are beginning to question how much future growth is already reflected in the share ... Analyst Says Dell’s Momentum Is Real, But Valuation Is Risky with Stock Up 250% YTD

Michael Burry Just Called Nvidia’s SpaceX Chip Deal ‘Fugazi.’ Here’s Why It All Seems Wrong
24/7 Wall St.116d agoneutral
Michael Burry Just Called Nvidia’s SpaceX Chip Deal ‘Fugazi.’ Here’s Why It All Seems Wrong

Investors have watched Nvidia (NASDAQ:NVDA) ride the AI wave to extraordinary heights, with data center revenue exploding in recent years. Yet amid the hype, one of Wall Street’s sharpest skeptics keeps raising red flags about its financing arrangements. Michael Burry, the investor who foresaw the 2008 housing crisis, took to his Cassandra Unchained Substack and ... Michael Burry Just Called Nvidia’s SpaceX Chip Deal ‘Fugazi.’ Here’s Why It All Seems Wrong

Cisco Systems (CSCO) Valuation Check After Record Revenue And Strong AI Infrastructure Momentum
Simply Wall St.116d agoneutral
Cisco Systems (CSCO) Valuation Check After Record Revenue And Strong AI Infrastructure Momentum

Cisco Systems (CSCO) is back in focus after reporting record quarterly revenue, strong AI infrastructure orders of US$5.3b year to date, and issuing earnings and revenue guidance above analyst expectations. See our latest analysis for Cisco Systems. The strong quarterly update and AI related announcements have coincided with a 31.11% 1 month share price return and a 58.36% year to date share price return, while the 1 year total shareholder return of 92.94% points to powerful, sustained...

Wall Street Turns More Bullish on Cisco (CSCO) after Strong Quarter
Insider Monkey116d agoneutral
Wall Street Turns More Bullish on Cisco (CSCO) after Strong Quarter

Cisco Systems, Inc. (NASDAQ:CSCO) is included among the 15 Best Dividend Paying Stocks to Buy Right Now. On May 26, BofA raised its price recommendation on Cisco Systems, Inc. (NASDAQ:CSCO) to $135 from $114. It reiterated a Buy rating on the stock. The firm said Cisco’s fiscal third-quarter results, along with management’s comments about continued strong […]