Below is another interesting set of charts from Torsten Slok at Apollo. From my perspective, the last one comparing Capex as a % of GDP from the hyperscalers today vs. the telcos in the dot-com bubble is the most interes…
Read in context ›Cisco Systems Stock (CSCO)
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CSCO
Cisco Systems
technology
$119.39
▲ +57.35 (+92.03%) past year
Market Cap
$474.59B
P/E Ratio
26.1x
1Y Return
+92.03%
EPS (TTM)
$3.07
Read the latest TheStreet Pro articles mentioning Cisco Systems, including market roundups, portfolio updates, trade ideas, and investing analysis.
Articles
110 articlesDaily Diary Mentions
8 mentionsMore Tales From Nvidia... And Some Other Market Stuff More Tales From Nvidia: As Seen Through the Eyes of Mad Magazine * As our "Tales" series approaches its 60th issue (!)... * Best case, DeepSeek is to AI as Huaweii was to Ericsson, Cisco, and Nokia * With apologies to Mad Magazine's Phil Interlandi, Harvey Kurtzman and Joe Orlando: A…
Read in context ›The Beginning of the End of the Fun for Nvidia and AI * And not the end of the beginning... * NVDA margins are peaking and forward beats (relative to consensus) will be diminishing https://twitter.com/SoundDobad/status/1828915502158360765 I have written more than 30 Tales o…
Read in context ›Off With Their Head(counts) Hearing Cisco CSCO will cut thousands of jobs in a second round of layoffs this year as the it shifts focus to higher-growth areas, including cybersecurity and AI. These reports suggest the number of people affected coul…
Read in context ›S&P 500 Pre Market Movers Aug 15th Source: Factset Don't be fooled by this chart! ULTA is up more than KVUE is down. Bad design by our friends at Factset. That said, these are the top movers in the S&P 500. ULTA is up on BRK.A buys CSCO on earnings and re…
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