Richard Drury/DigitalVision via Getty Images Listen below or on the go on Apple Podcasts and Spotify Market mood is mercurial and jittery (0:20). Cisco vs. Oracle: a split in AI infrastructure plays (0:55). The challenge of high valuations and why Nvidia's upcoming report is a major market catalyst (3:05). Pharma stocks rally while Bitcoin slumps, signaling declining risk appetite (5:00). Stablecoin growth, higher expenses, and interest-rate pressures on Circle (6:30). Retail surprises, Dillard’s ear ...

股市整体表现 - 道琼斯工业平均指数在周三创下历史新高 但随后涨幅收窄 [1] - 纳斯达克指数和标准普尔500指数跌破关键支撑位 许多增长型龙头股大幅下跌 [1] - 纳斯达克指数当日下跌2% 科技股加速下滑 [4] 量子计算行业动态 - AMD、高通和IonQ等公司投资于初创公司Classiq的新一轮融资 [1][2] - 量子计算相关公司的财报发布在周五结束 [1][2] 公司特定新闻 - 思科财报业绩超预期 得益于强劲的人工智能订单 其业绩展望高于市场观点 [4] - AMD股价上涨 原因是这家芯片制造商提高了财务目标 [4] - Nebius公布第三季度净亏损扩大 同时宣布与Meta达成人工智能协议 其股价下跌 [4]

Deep-pocketed investors have adopted a bearish approach towards Cisco Systems (NASDAQ:CSCO), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in CSCO usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 20 extraordinary options activities for Cis ...

We recently published Market in Turmoil but These 10 Stocks Are on Fire. Cisco Systems, Inc. (NASDAQ:CSCO) is one of the best-performing stocks on Thursday. Cisco Systems propelled to a new 25-year high on Thursday as investor sentiment was bolstered by its strong earnings performance for the first quarter of fiscal year 2026, which exceeded its own expectations. At intra-day trading, the stock soared to its highest price of $79.50 before trimming gains to end the day just up by 4.62 percent at $77.38 ap ...

Accessibility StatementSkip Navigation SAN JOSE, Calif., Nov. 14, 2025 /PRNewswire/ -- Cisco (NASDAQ: CSCO) today announced that it will participate in the Wells Fargo 9 Annual TMT Summit. No new financial information will be discussed at this event Fireside ChatTuesday, November 18, 20259:30am-10:05am PST (webcast will be available on investor.cisco.com)Cisco Speakers:Â Mark Patterson, EVP & Chief Financial Officer During the conference, Cisco management and Investor Relations will also participate in Inve ...

The CNN Money Fear and Greed index showed a further increase in the overall fear level, with the index moving into the “Extreme Fear” zone on Thursday.U.S. stocks settled lower on Thursday, with the Dow Jones index dipping around 800 points during the session despite federal agencies reopening after the longest government shutdown in U.S. history, as investors aggressively repriced Fed rate-cut expectations following a wave of hawkish remarks from central bank officials.Among earnings movers, Walt Disney Co ...

The CNN Money Fear and Greed index showed a further increase in the overall fear level, with the index moving into the “Extreme Fear” zone on Thursday.U.S. stocks settled lower on Thursday, with the Dow Jones index dipping around 800 points during the session despite federal agencies reopening after the longest government shutdown in U.S. history, as investors aggressively repriced Fed rate-cut expectations following a wave of hawkish remarks from central bank officials.Among earnings movers, Walt Disney Co ...

思科 20251113 摘要 思科 2025 财年第一季度 AP 每股收益 1 美元，同比增长 10%。产品收 入达 111 亿美元，增长 10%，服务收入 38 亿美元，增长 2%。网络业 务表现突出，增长 15%，服务提供商路由器、数据中心交换机和企业路 由器均实现显著增长。 第一季度总产品订单同比增长 13%，其中企业产品订单增长 4%，公共 部门订单增长 12%，美国联邦产品订单增长 45%，电信客户订单增长 超过 25%。网络产品订单连续第五个季度实现双位数增长，工业物联网 设备订单增长超过 25%。 思科在人工智能基础设施领域取得进展，第一季度获得 13 亿美元物理 AI 基础设施订单，预计 2026 财年超大规模企业 AI 基础设施收入达 30 亿美元。Silicon One 芯片需求增加，预计第二季度发货 100 万个。推 出由 Silicon One P200 芯片驱动的 8,223 路由器。 安全业务整体下降 2%，但新产品和更新产品占据安全组合约三分之一， 包括安全访问 XDR、超级盾人工智能防御及更新版防火墙。近 3,000 名客户购买新一代防火墙，需求增幅约 10%。Spunk 表现 ...

The U.S. government reopened after a record 43-day shutdown that had worried investors and disrupted the flow of economic data. A growing number of Federal Reserve policymakers in recent days have signaled hesitation about further interest rate cuts, pushing financial market-based odds of a reduction in borrowing costs in December to near even. Fed officials who spoke recently cited worries about inflation and signs of relative stability in the labor market after two U.S. interest rate cuts this year. "The ...

美股市场整体表现 - 美股三大股指全线下挫，道指跌797.60点或1.65%至47457.22点，纳指跌536.10点或2.29%至22870.36点，标普500指数跌113.43点或1.66%至6737.49点 [1][5] - 市场情绪承压，主要因美联储降息预期骤降，交易员预计12月降息25个基点的概率从上周的70%降至约47% [2][5] 行业板块表现 - 标普500指数11个板块中，可选消费板块领跌，跌幅为2.73%，信息技术/科技板块跌2.37%，电信板块跌1.73% [6] - 能源板块是唯一收涨的板块，涨幅为0.31% [6] - 行业ETF中，半导体ETF跌幅最大，为3.01%，全球科技股指数ETF、可选消费ETF、科技行业ETF、网络股指数ETF跌幅在2%至2.55%之间，能源业ETF涨0.25% [6] 科技股与人工智能板块 - 人工智能龙头英伟达遭到猛烈抛售，股价跌3.58% [1][7] - 大型科技股大多下跌，谷歌A跌2.84%，亚马逊跌2.71%，微软跌1.54% [7] - 市场正对AI板块进行健康而痛苦的修正，同时完成从超配科技到标配防御的轮动 [5] 个股表现 - 特斯拉跌6.64%，公司正在召回约10500个Powerwall 2电池系统，原因是存在过热、烧伤和火灾的风险 [8] - 思科逆势上涨4.6%，公司上调全年利润和营收预期，受益于AI数据中心对网络设备的强劲需求 [9] - 迪士尼跌7.8%，因警告可能与YouTube TV爆发长期渠道大战，市场担忧其有线网络业务现金流进一步萎缩 [10] - BioNTech跌7%，辉瑞公司计划通过隔夜大宗交易出售其持有的约455万股BioNTech SE剩余股份，潜在出售所得约为5.08亿美元 [10] 中概股表现 - 热门中概股多数下跌，纳斯达克中国金龙指数收跌1.59% [10] - 百度跌超6%，哔哩哔哩跌超4%，小鹏汽车、蔚来跌超3% [10] - 阿里涨1.3%，虎牙涨2.8% [10]