'Big Short' Burry Says Nvidia Resembles Dot-Com Era Cisco—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.
Cisco Systems shares plunged over 12%—the steepest drop since 2022—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=105328US 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=105193Cisco 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.
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.
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
Cisco Recovers Dot-Com Bubble Share Price After 25 Years
Cisco Systems shares hit a 25-year high, matching their dot-com bubble peak, as AI-driven demand boosts the networking giant’s stock and market outlook.
Cisco Systems beat Wall Street estimates for both revenue and earnings in Q1 FY2026, fueled by strong AI networking demand, and raised its full-year guidance, sending shares up over 7% after hours.
#YonhapInfomax #CiscoSystems #AI #Earnings #Revenue #GuidanceRaised #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=90629
Cisco Systems Delivers Double Beat on AI Demand; Shares Surge 7% After Hours
Cisco Systems beat Wall Street estimates for both revenue and earnings in Q1 FY2026, fueled by strong AI networking demand, and raised its full-year guidance, sending shares up over 7% after hours.
Snort - Network Intrusion Detection & Prevention System
Snort is an open-source, free and lightweight network intrusion detection system (NIDS) software for Linux and Windows to detect emerging threats.
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