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Cisco Systems (CSCO) Ascends But Remains Behind Market: Some Facts to Note
ZACKS· 2024-10-09 06:51
In the latest trading session, Cisco Systems (CSCO) closed at $52.73, marking a +0.42% move from the previous day. The stock's change was less than the S&P 500's daily gain of 0.97%. Meanwhile, the Dow gained 0.3%, and the Nasdaq, a tech-heavy index, added 1.45%.The the stock of seller of routers, switches, software and services has risen by 7.82% in the past month, lagging the Computer and Technology sector's gain of 8.21% and overreaching the S&P 500's gain of 5.41%.Market participants will be closely fol ...
The Zacks Analyst Blog Meta, Cisco, Philip Morris, Earth Science Tech and Frequency Electronics
ZACKS· 2024-10-08 17:21
文章核心观点 - 公司的主要业务包括行业和公司研究,擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [1] - 文章主要介绍了5家公司的最新研究报告,包括Meta Platforms、Cisco Systems、Philip Morris International、Earth Science Tech和Frequency Electronics [2] 公司研究总结 Meta Platforms - 公司受益于亚太地区用户增长,Instagram、WhatsApp、Messenger和Facebook的用户参与度提高是主要增长动力 [2][3] - 公司正在大幅投资开发更先进的AI模型和服务,但这些服务的商业化需要较长时间 [3] Cisco Systems - 公司的订阅收入占总收入的一半以上,收购Splunk增加了经常性收入基础 [4] - 但公司面临电信和有线电视服务提供商需求疲软,以及来自惠普收购Juniper的激烈竞争 [4][5] Philip Morris International - 无烟产品IQOS和ZYN的强劲势头,以及卷烟定价提升,推动了公司业绩 [5][6] - 但公司面临销售费用上升,以及烟叶价格上涨的挑战 [6] Earth Science Tech - 公司通过收购RxCompound和Peaks实现了大幅收入增长,并实现了盈利 [7] - 但公司面临依赖主要客户、成本控制、供应链中断等风险 [7][8] Frequency Electronics - 公司在卫星市场的拓展,以及量子技术的发展为其带来增长机会 [9] - 但公司面临订单下降、现金流为负、研发费用上升等挑战 [9][10]
3 Blue Chip Opportunities the Market Overlooked—Now's Your Chance
MarketBeat· 2024-10-07 19:32
The stock market's insatiable appetite for high-growth stories often leaves a trail of undervalued opportunities in its wake. Blue-chip stocks are the corporate world's stalwarts and frequently get overshadowed by the allure of the latest market darlings. This creates a unique opportunity for investors seeking stability and consistent returns, offering the potential for capital appreciation and attractive dividend yields.Get stock market alerts:Cisco Systems: Networked for Value and DividendsCisco Systems N ...
Cisco (CSCO) Invests in AI Cloud Firm CoreWeave, Valued at $23 Billion
Gurufocus· 2024-10-04 10:50
文章核心观点 - Cisco Systems 已同意投资人工智能初创公司 CoreWeave,后者目前估值 230 亿美元 [1] - CoreWeave 正在进行二级交易,允许现有股东出售 4 亿至 5 亿美元的股份,并考虑在明年进行首次公开募股 [1] - CoreWeave 的投资者包括 Nvidia、Magnetar Capital、Coatue Management、Jane Street 和 Fidelity,该公司是 Nvidia 数据中心图形芯片的早期采用者 [1] 行业分析 - Cisco 旨在确保其技术在快速扩张的数据中心行业中发挥重要作用,这将推动其网络产品的需求 [2] - 最初是一家加密货币挖矿公司的 CoreWeave,通过大量购买 Nvidia 显卡转型为云计算服务,与 Nvidia 的关系也因此不断加强 [2] - 支持 CoreWeave 可能会颠覆亚马逊 AWS、微软 Azure 和谷歌云等巨头主导的当前云计算市场,反映出 Nvidia 有潜力影响 2 万亿美元的市场 [2]
Cisco (CSCO) Boosts Its Cloud Presence with Investment in Coreweave
Gurufocus· 2024-10-04 06:51
Cisco Systems Inc. (CSCO, Financial) has announced a strategic investment in Coreweave, a cloud service provider, valuing the company at an impressive $23 billion. This move signifies Cisco's confidence in Coreweave's business model and growth prospects. Coreweave specializes in high-performance computing solutions tailored for diverse clients, capitalizing on cloud technology to offer scalable and efficient services.This investment underscores Cisco's commitment to expanding its influence in the rapidly gr ...
VAST Data Expands Partnership with Cisco to Deliver End-to-End, Full Stack AI Infrastructure
GlobeNewswire News Room· 2024-10-01 23:00
Remote-First-Company | NEW YORK CITY, Oct. 01, 2024 (GLOBE NEWSWIRE) -- VAST Data, the AI data platform company, today announced it has extended its collaboration with Cisco (NASDAQ: CSCO), the leader in enterprise networking and security, to further simplify AI deployments for enterprises. Through this growing partnership, Cisco plans to offer the VAST Data Platform natively on select Cisco Unified Computing System (UCS) servers as an integrated solution via Cisco’s global sales team and network of channel ...
Cisco Set For Technical Breakout As Golden Cross Signals Strength, Analyst Predicts Stock 'Quietly' Climbing Higher
Benzinga· 2024-09-30 23:01
While Cisco Systems Inc. CSCO may not be making loud headlines, it's quietly setting the stage for a strong technical breakout. With a Golden Cross in play, tech analyst Jim Lebenthal of Cerity Partners recently tipped Cisco stock on CNBC’s ‘Halftime Report Final Trades’ predicting the stock will "quietly hit a fresh high for the year." Chart created using Benzinga ProThis optimism comes even as Cisco's 2024 has been marked by significant layoffs. The company reduced its headcount by 7% in August after an e ...
Photocure Partner Asieris Unveils Cevira (APL-1702) Phase III Subgroup Analysis by Age Groups at the 2024 CSCO Annual Meeting
Prnewswire· 2024-09-30 14:14
文章核心观点 - 国际多中心III期临床试验数据显示,Cevira®(APL-1702)在20-40岁HSIL人群中具有显著的治疗潜力,可以促进HSIL向LSIL的回归,并能够诱导高危HPV感染的清除[1][2][3] 关于病理回归率 - 20-30岁和30-40岁年龄组中,APL-1702组的病理回归率较安慰剂组提高了15%-20% [2] - 未发现任何宫颈癌事件,表明APL-1702在20-40岁HSIL人群中具有重大治疗潜力[2] 关于HPV清除率 - 20-30岁年龄组中,APL-1702组的总体HPV清除率、HPV16阳性清除率和HPV16/18阳性清除率均优于安慰剂组[3] - 20岁以下和40岁及以上年龄组样本量有限,需要进一步验证[3] - APL-1702不仅能促进HSIL向LSIL的回归,还能诱导高危HPV感染的清除[3]
Cisco Systems (CSCO) Rises But Trails Market: What Investors Should Know
ZACKS· 2024-09-27 06:50
Cisco Systems (CSCO) closed the latest trading day at $52.85, indicating a +0.38% change from the previous session's end. The stock's performance was behind the S&P 500's daily gain of 0.4%. Elsewhere, the Dow saw an upswing of 0.62%, while the tech-heavy Nasdaq appreciated by 0.6%.Prior to today's trading, shares of the seller of routers, switches, software and services had gained 5.62% over the past month. This has outpaced the Computer and Technology sector's gain of 0.91% and the S&P 500's gain of 1.71% ...
Cisco and University of Ottawa Equip Engineering Students with Job-Ready IT and Cybersecurity Skills
GlobeNewswire News Room· 2024-09-24 20:00
News Summary: Cisco and the University of Ottawa partner to arm engineering students with job-ready training needed for IT roles after graduation.Cisco’s Certified Network Associate certification (CCNA), an industry-recognized credential, will be integrated into the university’s Computer and Software Engineering programs, and equipment will be provided to support cybersecurity research.Closing Canada’s skills gap requires collaboration between the public and private sector to build a robust pipeline of netw ...