Cooling & Data Center Infra · Enterprise + AI networking.
$CSCOCisco
Cisco is the enterprise networking incumbent leveraging its installed base into AI-cluster opportunities. The Splunk acquisition added an AI-relevant observability layer.
Amazon says it will stop using NDAs when negotiating data center deals with local governments, following a similar move from Microsoft earlier this year. Secrecy has fueled community backlash against AI infrastructure, with opposition leading to hundreds of proposed and enacted morato
Cisco Systems, Inc. (NASDAQ:CSCO) delivered strong fiscal fourth-quarter growth, but the mix deserves attention. Product revenue reached $13.459 billion, up from $10.886 billion a year earlier.
In ETF activity on Friday, Oct. 2, iShares MSCI USA Momentum Factor ETF (MTUM) was alone in selling, with no ETFs buying. MTUM increased no positions and decrea
Steve Weiss, managing partner at Short Hills Capital, said in a recent appearance on CNBC's Halftime Report that he sold Cisco Systems (NASDAQ:CSCO) and cut his position in Meta Platforms (NASDAQ:META...
CSCO data via the Bluechip ingestion pipeline (currently mock-mode). Editorial copy from the Bluechip universe.@BluechipsAI·October 10, 2026