Daily Digest
Daily Digest
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Everything Pomegra has published on CSCO: 21 news articles and 2 market briefs, newest first.
Cisco (CSCO) reports results after the close today, with $9.3B in AI orders and margins in focus.
14h ago
Applied Materials (AMAT) climbed to about $403 as Lam Research rose 9% and traders braced for a 7.5% swing.
19h ago
Cisco and Applied Materials report after the close Thursday, with options pricing moves of about 7.9% and 8.8% as the results test AI infrastructure demand.
Broadcom (AVGO) climbed 8.8% to $319.48 on Nov. 9 as AI stocks rebounded and the Philadelphia semiconductor index logged its best day since late July.
Fabrinet (FN) shares jumped about 11% after hours as fiscal Q2 revenue guidance of $1.6-$1.65 billion topped Street estimates on surging AI data center demand.
Ciena (CIEN) shares surged 11% to 14% as AI networking stocks rallied, backed by a fiscal 2029 goal of 30% annual revenue growth and fresh analyst upgrades.
Coherent rose about 10% and Lumentum 9% as Bernstein began coverage at Outperform and PhotonLink drew fresh attention to AI stocks in optical networking.
Nvidia's board authorized a record $150 billion addition to its share repurchase program and unveiled an open AI agent containment platform on Monday, sending NVDA shares up roughly 2% to around $229.
Cisco Systems led all Dow Jones components with a 3.4% Friday advance after partnering with quantum startup Infleqtion on distributed neutral-atom networking, extending an already dominant…
Zoom Video Communications dropped in premarket trading after its fiscal Q3 adjusted EPS outlook of $0.47 fell roughly 2% short of consensus, reigniting fears about the platform's post-pandemic…
Zoom beats Q2 FY2027 consensus and raises full-year guidance, with AI Companion paid adoption accelerating as enterprise revenue outpaces the broader business for a second consecutive quarter.
Cisco shares dropped roughly 6% despite a record fourth quarter, as investors weighed narrowing gross margins and locked in gains from a 60% year-to-date rally that had already priced in much of…
A broad AI infrastructure advance on August 12 lifted Dell +10%, Micron +5%, Cisco +3%, and Nebius +34%, signaling the market is pricing in a structural, multiyear buildout supercycle across every…
Cisco's fiscal fourth quarter delivered record $17.3 billion in revenue and $9.3 billion in hyperscaler AI infrastructure orders for the year, confirming that the AI buildout is migrating…
Wednesday's July inflation print, Q2 results from CoreWeave and Applied Materials, and Australia's central bank decision converge in the most data-dense stretch of the 2026 northern-summer trading…
Truist Securities analyst William Stein says AI infrastructure demand "remains effervescent," calling the semiconductor sector's sharp 25% decline from its June peak a buying opportunity for…
A surge in tech stock offerings and record bond issuance is reviving memories of the dot-com bubble, with AI-linked corporate debt topping $1.2 trillion and hyperscaler capex projected at $650…
SignalFire data shows engineers now account for 55% of Tech Major new hires, defying predictions that AI would hollow out software roles across the sector.
Tech layoffs in 2026 have topped 155,000 jobs, with AI now cited as the primary driver of cuts — 56% of layoff events explicitly reference automation, already surpassing the full-year 2025 total.
Cisco Systems announced on Wednesday, May 13, 2026, plans to eliminate nearly 4,000 positions in Q4 of fiscal year 2026 — less than 5% of its total workforce — as part of a sweeping AI-driven…
Anthropic's Claude Mythos Preview represents the most capable AI model the company has ever produced — and also the one it fears the most. The San Francisco-based AI lab has opted to withhold the mode...
Anthropic has launched Project Glasswing, a $100 million AI cybersecurity coalition anchored by an unpublished frontier model — Claude Mythos Preview — that the company itself deems too dangerous for ...
The stock market suffered another punishing session Thursday as artificial intelligence fears continued to grip Wall Street, with the Dow Jones Industrial Average plunging 669 points or 1.34% to…
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