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Cisco Raises FY2027 Targets on Surging Hyperscaler AI Orders, Stock Slumps

Rising hyperscaler AI demand signals a multiyear networking cycle that will shift Cisco’s revenue mix.

Cisco Posts Record Quarter and Big AI Orders but Stock Drops on Margin Warning

Arista Reports First $3 Billion Quarter and Raises Outlook on Surging AI Demand

Zhongji InnoLight Raises HK$53.4 Billion in Hong Kong IPO as Shares Fall on Debut

Equinix Lifts 2026 and 2029 Targets After Strong Q2 but Flags Softer Q3 Range

Q2 Letters Show Managers Shifting into AI Infrastructure While Defending Valuation Discipline

NVIDIA's Spectrum-6 Switch Enters Gigascale AI Factories

Cisco to Issue Personalized AI Agents to All 90,000 Employees

HPE Unifies Juniper and Aruba to Make Networking the Foundation for Agentic AI

Arista Seen as AI Networking Leader After Guidance Raises and Analyst Reassessments

HPE Posts Record Q2 Revenue and Triggers Broad Analyst Upgrades

Cisco Repositions Around AI Infrastructure and Integrated Security

Cisco Launches Cloud Control to Build and Secure AI Agents

Coherent Stock Climbs to Record High After Jensen Huang Boost on Optical Interconnects

Hyperscaler AI Buildouts Lift Pick‑and‑Shovel Suppliers as Nvidia Controls Tight GPU Supply

Astera Labs Stock Rockets to Record High on Scorpio Shipments and Beat Quarter

Cisco Cuts Up to 4,000 Jobs to Speed Pivot Into AI Infrastructure

Cisco Lifts Outlook on AI Orders and Will Cut Nearly 4,000 Jobs

China’s MIIT Grants 6 GHz License for 6G Trials to IMT‑2030 Group

PCI-SIG Releases PCIe 8.0 Draft 0.5 With 256 GT/s and 1 TB/s Targets