The Japan Times3d ago
Dell, Nokia and Lenovo were all-stars of the dot-com era before the bubble burst. Now they're back with a vengeance thanks to AI. https://www.japantimes.co.jp/business/2026/05/31/companies/ai-tech-legacy-firms/?utm_medium=Social&utm_source=mastodon #business #companies #ai #tech #dell #nokia #micron #texasinstruments #intel #ciscosystems #lenovo
Tech stars from the 90s reborn: Nokia, Dell and Cisco surge on AI

A rush to build out AI infrastructure has led to soaring demand for everything from computer servers to storage components, networking gear and even legacy chips.

The Japan Times
Yonhap Infomax NewsMay 18
Cisco Systems enters overbought territory with RSI hitting 90 after surging 20.3% on AI product order boom and optimistic Q4 outlook, while Zoetis plunges to oversold levels following earnings shock and guidance cut as inflation-weary pet owners reduce veterinary spending
#YonhapInfomax #CiscoSystems #RelativeStrengthIndex #OverboughtTerritory #ArtificialIntelligence #Zoetis #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=121002
Yonhap Infomax NewsMay 11
Freedom Capital Markets strategist Jay Woods predicts Cisco Systems shares could rally 25% to $110-120 next quarter following earnings, citing strong support levels at $90 and $82 despite last quarter's disappointing results and profitability concerns from memory-related spending.
#YonhapInfomax #CiscoSystems #EarningsReport #StockPrice #FreedomCapitalMarkets #SupportLevels #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=119934
Don Curren πŸ‡¨πŸ‡¦πŸ‡ΊπŸ‡¦Apr 27
β€œBut the best model for some of the #AI giants may be a company like #CiscoSystems. Unlike the flaky startups, Cisco Systems was a real company with a useful product …But its #stockprice nonetheless went through a crazy #boomandbust.” open.substack.com/pub/deanbake...

Will Gravity Pull Down the AI ...
Will Gravity Pull Down the AI Bubble?

It's hard to see how the money is there

Dean Baker
Yonhap Infomax NewsFeb 26
Michael Burry warns Nvidia's aggressive purchase commitments echo Cisco's dot-com bubble risks, cautioning that margins could fall sharply if AI chip demand shifts.
#YonhapInfomax #Nvidia #MichaelBurry #PurchaseObligations #GrossMargin #CiscoSystems #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=107104
'Big Short' Burry Says Nvidia Resembles Dot-Com Era Ciscoβ€”Margins at Risk if Demand Shifts

Michael Burry warns Nvidia's aggressive purchase commitments echo Cisco's dot-com bubble risks, cautioning that margins could fall sharply if AI chip demand shifts.

Yonhap Infomax
Yonhap Infomax NewsFeb 12
Cisco Systems shares plunged over 12%β€”the steepest drop since 2022β€”after rising memory chip prices and global supply shortages fueled concerns over shrinking profit margins and sector-wide uncertainty.
#YonhapInfomax #CiscoSystems #MemoryChipPrices #ProfitMargins #Nvidia #TechSectorUncertainty #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=105328
Yonhap Infomax NewsFeb 12
US equity index futures traded mixed in Asia on February 12, with S&P 500 futures edging higher and Nasdaq 100 futures slipping, as US Treasury yields rose and investors awaited key US inflation data.
#YonhapInfomax #SP500Futures #USTreasuryYields #Nasdaq100 #ConsumerPriceIndex #CiscoSystems #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=105193
Yonhap Infomax NewsFeb 12
Cisco Systems shares fell 6% in after-hours trading as the company’s strong Q2 results were overshadowed by weaker-than-expected gross margins and cautious guidance, disappointing investors amid AI-driven growth expectations.
#YonhapInfomax #CiscoSystems #GrossMargin #Q2Earnings #EPSGuidance #AfterHoursTrading #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=105148
Cisco Systems Shares Plunge 6% After Disappointing Profit Margins and Guidance

Cisco Systems shares fell 6% in after-hours trading as the company’s strong Q2 results were overshadowed by weaker-than-expected gross margins and cautious guidance, disappointing investors amid AI-driven growth expectations.

Yonhap Infomax
Yonhap Infomax NewsJan 2
Wall Street analyst Dan Niles has named Cisco Systems and Apple as his top stock picks for the year, citing AI-driven growth prospects and innovation in device form factors, while also highlighting Impinj, Boeing, and Nike as stocks to watch.
#YonhapInfomax #DanNiles #CiscoSystems #Apple #ArtificialIntelligence #StockPicks #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=98033
Dan Niles Names Cisco and Apple as Top Stock Picks for This Year

Wall Street analyst Dan Niles has named Cisco Systems and Apple as his top stock picks for the year, citing AI-driven growth prospects and innovation in device form factors, while also highlighting Impinj, Boeing, and Nike as stocks to watch.

Yonhap Infomax
Yonhap Infomax NewsDec 11
Silver prices hit a new record above $62 per ounce after the US rate cut, while global markets reacted with mixed moves; key companies including Oracle, Cisco, and SpaceX made headlines on earnings, expansion, and IPO plans.
#YonhapInfomax #SilverPrice #USRateCut #Oracle #CiscoSystems #SpaceXIPO #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=95134