Cisco Systems

At the Goldman Sachs Technology Conference, Cisco said agent‑based AI, a major refresh cycle and higher security requirements are strongly driving demand for network infrastructure. Management forecasts midpoint revenue growth of 15% for fiscal 2027 and reported AI orders from hyperscalers of $9.3 billion ($4 billion in the last quarter). Cisco is investing in its own technology stack (Silicon One G300, photonics) with the goal of becoming independent of merchant silicon suppliers by 2029, and is using AI in product development (32,000 engineers). Despite a higher hardware mix, the company still expects margin improvements, plans to pass storage costs on to customers and aims to return almost 100% of free cash flow to shareholders. » More on de.investing.com

Cisco reported record fiscal 2026 productivity metrics with revenue of $63.3bn, non-GAAP EPS $4.33 and $9.3bn in AI infrastructure orders, and Q4 showed broad double-digit product order growth. Management issued conservative FY2027 guidance (revenue $72.2–73.4bn, non-GAAP EPS $5.05–5.11), which Jim Cramer and several analysts view as underpromising given recent outperformance and an expected jump in AI revenue to $7.5bn. Cisco made two AI/cybersecurity acquisitions, declared a $0.42 quarterly dividend, and analysts maintain predominantly buy ratings with upside to current share levels. » More on finance.yahoo.com

Super Micro Computer's stock rose about 8.2% in the morning after Cisco announced a partnership that integrates Super Micro’s liquid- and air-cooled server systems into the “Secure AI Factory with NVIDIA” offering. The solutions, including support for NVIDIA’s Vera Rubin and HGX Rubin platforms, are to be available from October 2026 for enterprise, neocloud and sovereign-cloud customers. The cooperation strengthens Super Micro’s position in the AI infrastructure space and helped the stock recover from recent losses following profit-taking and mixed quarterly results. » More on de.investing.com