Cisco Systems

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. » Altro su de.investing.com

Cisco reported a record FY2026 with hyperscaler AI orders of $9.3 billion, roughly 4.5x the prior year, and management guides FY2027 AI infrastructure revenue to $7.5 billion. Q4 revenue and EPS topped expectations while product and hyperscaler orders rose strongly, and Cisco won multiple hyperscaler design wins. Analysts cite margin compression risks from AI hardware mix and hyperscaler concentration but see upside if Cisco executes its Silicon One roadmap and AI capex continues. » Altro su finance.yahoo.com

Cisco Systems reported FY2026 networking strength with $9.3 billion in AI infrastructure orders and Q4 revenue of $17.25 billion, driven by a 28% jump in networking. Management guided to $7.5 billion in AI revenue for FY2027 and gave FY2027 revenue and non-GAAP EPS targets, while hyperscaler AI orders and Splunk cross-sell support growth. Analysts set a $139.67 price target (buy) citing a networking AI supercycle, but risks include lower AI hardware margins, hyperscaler concentration, tariff exposure and potential capex rollover. The firm compares favorably on valuation and product breadth versus Arista and HPE but execution on FY2027 AI targets is key to upside. » Altro su finance.yahoo.com