Key Takeaways CSCO shares rose 33.8% in 12 months, beating sector peers on AI momentum and security strength. AI infrastructure orders hit $2B in FY25, with $3B projected for FY26 from hyperscaler clients. FY26 revenue forecast is $60.2B-$61B, but core growth outside AI faces tough year-over-year comps. Cisco Systems (CSCO) shares closed at $78.25 on Monday, which is close to 52-week high of $80.82 it hit on Dec. 10. In the trailing 12-month period, Cisco shares have jumped 33.8% outperforming the broader Z ...

These tech companies offer robust dividend yields and AI-powered sales growth.The hot field of artificial intelligence (AI) boasts an abundance of high-growth tech stocks, but ones offering robust dividends are not so plentiful. Investing in dividend-paying AI companies is a great way to gain passive income while capturing a piece of the rapidly expanding AI market.Three compelling AI stocks that offer attractive dividend yields are International Business Machines (IBM 0.19%), Cisco Systems (CSCO +0.60%), a ...

随着数据基础设施在云计算、人工智能加速和超大规模网络领域的重要性日益凸显，全球以太网交换集成电路市场持续发 展。最新研究显示，该市场在 2024 年达到 48.6 亿美元， 预计到 2031 年将增长至 83.7 亿美元，复合年增长率（ CAGR ）为 7.26% 。这一增长与全球对更高速度以太网的需求密切相关——从 25G/100G 到 200G/400G 乃至 800G 交换机架构——而这种 需求是由人工智能集群、边缘计算、 5G 部署和企业数字化转型所驱动的。该市场历来以低于 25G 和 25G-100G 的设备为主 导，如今正经历着向更高速度类别的深刻转变，从根本上重塑了整个行业的收入分配和竞争格局。 竞争格局高度集中。博通依然是无可争议的全球领导者， 2024 年的营收份额为 54.59% 。 其 Tomahawk 、 Trident 和 Jericho 产品系列在超大规模云部署领域占据主导地位，提供无与伦比的 SerDes 性能和快速的代际改进。 Marvell 紧随其后， 2024 年 的市场份额为 12.95% ，这得益于其 Prestera 和 OCTEON 交换 SoC 平台以及在运营商和 ...

This story was originally published on CFO.com. To receive daily news and insights, subscribe to our free daily CFO.com newsletter. The Trial Balance is CFO.com’s weekly preview of stories, stats and events to help you prepare. Part 1 — Cisco CFO uses rival’s M&A deal to frame integration risk Cisco CFO Mark Patterson used a Dec. 11 investor conference to frame rival Hewlett Packard Enterprise’s Juniper Networks acquisition as a source of customer uncertainty, and a competitive advantage for Cisco, highl ...

12月11日，中国驻美国大使谢锋会见美国超威半导体公司（AMD）董事会主席兼首席执行官苏姿丰。 中国驻美国大使馆消息显示，双方就AMD在华经营情况、中美经贸合作等议题交换了意见。 10日，谢锋会见思科公司董事长兼首席执行官罗卓克。双方就中美经贸合作、思科公司在华经营情况等 交换了意见。 ...

Cisco Systems, Inc. (NASDAQ:CSCO) is among the 12 Best Performing Dow Stocks in 2025.  Cisco Systems, Inc. (CSCO) Shares Hit a record high For The First Time In Over 25 Years, Bloomberg Reports On December 10, 2025, Bloomberg reported that Cisco Systems, Inc. (NASDAQ:CSCO) shares hit a record high for the first time in over 25 years. On Wednesday, the stock increased by 0.9% to $80.25, exceeding its previous high of March 27, 2000, during the dot-com bubble. The S&P 500 was up 0.7%, and the Nasdaq 100 wa ...

Cisco Systems, Inc. (NASDAQ:CSCO) is one of the stocks on Jim Cramer’s radar recently. Cramer highlighted the change in the company’s valuation over time, as he remarked: “At the top, in 2000, Cisco’s forward price to earnings multiple was somewhere near, over 130. That’s ridiculously high for any market. That should have been a clarion call. Now, Cisco is valued at less than 19 times forward earnings now, literally less than a sixth of its peak valuation in the dot-com era. These days, it’s viewed as a s ...

It has been about a month since the last earnings report for Cisco Systems (CSCO) . Shares have added about 2.4% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Cisco due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Cisco Systems, Inc. before we dive into how investors and analysts have r ...

Cisco Systems (CSCO) briefly surpassed its dot-com-era peak for the first time in 25 years Wednesday, as shares climbed to $80.82, finally topping the $80.06 record set on March 27, 2000. That date marked the height of internet euphoria when Cisco briefly became the world's most valuable company by passing Microsoft (MSFT). The networking equipment maker has spent a quarter century rebuilding investor confidence after losing 90% of its value when the tech bubble burst in 2002. This recovery comes as Cisc ...

在昨日收盘时，一件 逾四分之一个世纪以来未曾发生的大事 落定：思科（Cisco, CSCO）收 于历史新高。 如下图所示，该公司在互联网泡沫时期创下的 80.06 美元高点，曾持续保持了 25 年之久。 对于一位在 2000 年高点买入思科股票的假设性投资者而言，其持仓股价如今终于实现浮盈。 但需要指出的是，以昨日收盘价计算，思科当前的估值已远低于当年水平 —— 目前市值为 3170 亿美元，而 2000 年时 的市值高达 5500 亿美元。 【如需和我们交流可扫码添加进社群】 榜单榜首的企业即便在今天，依然是全球市值最高的企业之一，它就是微软（Microsoft, MSFT）。这只龙头股自 1999 年末创下高点以来，累计涨幅已超 700%，不过在 2016 年 10 月之前，其股价相较于 1999 年高点一直处于倒挂状态。 当年市值排名第二和第三的企业，正是近期相继突破历史高点的思科与通用电气。 至此，在 2000 年前后的十大龙头股中，仅剩两家企业的股价尚未回到 1999 至 2000 年的高点，它们 分别是英特尔（Intel, INTC）与诺基亚（Nokia, NOK）。 只聊干货 社长独家分享| 一 ...