Cramer Hails Cisco After AI-Fueled Beat as He Turns Upbeat on Alphabet and Comcast

Overview

• Cisco reported revenue and EPS above Wall Street estimates, described as an AI-fueled beat and raise with another quarter of double-digit order growth.
• After interviewing CEO Chuck Robbins, Cramer called Cisco a "cheap, inexpensive data center play" and praised what he termed a "monster" quarter.
• Cramer said he is increasingly positive on Alphabet, calling it a great company after previously selling on DOJ concerns and noting a court ruling that favored the company.
• He reiterated that Comcast shares had bottomed following the company’s plan to spin off its cable networks, while disclosing he holds the stock.
• The coverage consists of recent republishes of Cramer’s CNBC segments, paired with Insider Monkey promotional copy touting separate AI-stock reports.