Today: 12 June 2026
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NASDAQ:CSCO 11 February 2026 - 14 May 2026

US Stock Market After-Hours: Cisco’s 20% AI Rally Keeps Records in View, but Fed Risk Builds

US Stock Market After-Hours: Cisco’s 20% AI Rally Keeps Records in View, but Fed Risk Builds

Cisco shares jumped nearly 20% after hours Wednesday as the company raised its fiscal 2026 outlook and AI order target to $9 billion. The S&P 500 and Nasdaq closed at record highs despite a 1.4% April surge in the Producer Price Index, the largest monthly gain since March 2022. Prediction markets gave a 97.5% chance the Fed will hold rates steady in June.
Cisco Stock Surges After Q3 Earnings as AI Orders Spark Job Cuts and Bigger Forecast

Cisco Stock Surges After Q3 Earnings as AI Orders Spark Job Cuts and Bigger Forecast

Cisco shares rose 14% in after-hours trading Wednesday after the company raised its annual revenue forecast and announced nearly 4,000 job cuts to fund AI investments. Fiscal Q3 revenue reached $15.8 billion, up 12%, with net income of $3.4 billion. Cisco now expects fiscal 2026 revenue of up to $63 billion. The company reported $5.3 billion in AI infrastructure orders so far this year.
Cisco Stock Near a Record High as AI Orders Set Up a Tough Earnings Test

Cisco Stock Near a Record High as AI Orders Set Up a Tough Earnings Test

Cisco shares closed at $98.72 Monday, up 2.23%, ahead of fiscal Q3 results due after the close May 13. Polymarket contracts show traders giving 94% odds Cisco beats $1.04 in adjusted EPS, and 69% odds hyperscaler AI orders top $2 billion, though volumes are thin. Options data imply a 5.8% post-earnings move. Investors are watching whether AI infrastructure demand offsets margin pressure.
US Stock Market Week Ahead: Wall Street’s Record Rally Faces a Make-or-Break CPI Week

US Stock Market Week Ahead: Wall Street’s Record Rally Faces a Make-or-Break CPI Week

The S&P 500 and Nasdaq closed at record highs Friday, with the S&P 500 up 0.84% to 7,398.93 and the Nasdaq gaining 1.71% to 26,247.08. Investors await April inflation and retail sales data this week, with the Labor Department set to release CPI figures Tuesday. Cisco and Applied Materials will report earnings, while Chinese and U.S. officials meet for trade talks in South Korea starting May 12.
10 May 2026
Cisco Stock Jumps Before Earnings as Wall Street Eyes the AI Order Test

Cisco Stock Jumps Before Earnings as Wall Street Eyes the AI Order Test

Cisco shares rose 4.79% to $96.57 Friday ahead of its fiscal third-quarter results, due after markets close May 13. Wall Street expects adjusted earnings of $1.04 per share on $15.56 billion revenue, near the top of Cisco’s guidance. UBS forecasts $1 billion in AI hyperscaler orders but warns higher component costs could pressure margins. Arista Networks, a key rival, reported 35% revenue growth but flagged ongoing supply-chain risks.
Cisco Systems Stock Jumps Before Q3 Earnings as AI Orders Face a Big Test

Cisco Systems Stock Jumps Before Q3 Earnings as AI Orders Face a Big Test

Cisco shares jumped 4.7% to $96.52 Friday, nearing a record ahead of its fiscal third-quarter earnings report due May 13. Analysts expect adjusted earnings of $1.04 per share on $15.56 billion in revenue. The company last posted $15.3 billion in revenue, citing $2.1 billion in AI infrastructure orders. CEO Chuck Robbins and CFO Mark Patterson will attend investor events through June.
Dow Jones Today: Blue-Chip Index Barely Rises as AI Rally Sends Nasdaq, S&P 500 to Records

Dow Jones Today: Blue-Chip Index Barely Rises as AI Rally Sends Nasdaq, S&P 500 to Records

The Dow Jones Industrial Average closed nearly flat Friday, up 0.02% to 49,609.16, while the S&P 500 rose 0.84% and the Nasdaq jumped 1.71% as tech shares outperformed. U.S. nonfarm payrolls increased by 115,000 in April and unemployment held at 4.3%. Nvidia gained 1.8%, and Micron and Sandisk surged about 12%. Consumer sentiment fell in May, with inflation expectations easing slightly.
DocuSign Adds Redis CEO to Board as AI Contract Push Faces Bigger Test

DocuSign Adds Redis CEO to Board as AI Contract Push Faces Bigger Test

Docusign appointed Redis CEO Rowan Trollope to its board, effective May 2, according to a regulatory filing Wednesday. Shares rose 4.1% to $48.43 after the announcement. Trollope, 53, fills a Class III director seat expiring in 2027. The move comes as Docusign expands into contract-management software beyond e-signatures.
Cisco Systems’ Quantum Switch Push Puts Networking Giant in Race for the Next Internet

Cisco Systems’ Quantum Switch Push Puts Networking Giant in Race for the Next Internet

Cisco unveiled a prototype quantum switch designed to connect different types of quantum computers and sensors over standard telecom fiber at room temperature. The company said tests showed the device preserved quantum information with average degradation of 4% or less. The switch remains a prototype, with broad quantum networks still years away. Cisco shares last traded at $89.01, valuing the firm at about $354.6 billion.
SCHD Draws Fresh Attention After New Dividend and 2026 Reconstitution

SCHD Draws Fresh Attention After New Dividend and 2026 Reconstitution

Schwab U.S. Dividend Equity ETF paid a $0.2569 per-share dividend for March, up 3.3% from last year, and finished a major reshuffle in its annual index reset. SCHD drew $4 billion in Q1 inflows as U.S. dividend funds saw their strongest start since 2020. The fund now holds 104 stocks, with Chevron and ConocoPhillips still its largest positions. Health care and tech exposure rose, while energy and materials fell.
Cisco Stock Price Falls 1% as Heavy Volume, Rate Fears Eclipse Nvidia AI Push

Cisco Stock Price Falls 1% as Heavy Volume, Rate Fears Eclipse Nvidia AI Push

Cisco shares fell $0.85 to $77.65 Friday amid a broad tech selloff that sent the S&P 500 to its lowest close since September. Trading volume in Cisco topped 90.3 million shares, over four times its three-month average, during a session marked by triple witching. Chief Legal Officer Deborah Stahlkopf disclosed selling 7,981 shares earlier in the week. Cisco’s drop was smaller than losses in Nvidia, Broadcom, and Arista Networks.
AT&T Stock Price Today: Why Shares Rose After Cisco-Nvidia AI Tie-Up

AT&T Stock Price Today: Why Shares Rose After Cisco-Nvidia AI Tie-Up

AT&T shares rose 0.4% to $27.85 Tuesday after announcing an enterprise AI partnership with Cisco and Nvidia, outpacing declines in Verizon and T-Mobile. The new service uses Nvidia infrastructure to run AI closer to devices, already tested in Dallas and Louisiana. AT&T is investing $250 billion over five years in U.S. network upgrades and expects first-quarter results April 22 under a new reporting structure.
Cisco Systems folds Splunk into Nexus One to speed AI data center troubleshooting

Cisco Systems folds Splunk into Nexus One to speed AI data center troubleshooting

Cisco has integrated Splunk analytics into its Nexus Dashboard, enabling real-time network fault detection and automation for Nexus 9000 and Cisco 8000 switches and routers. The feature keeps sensitive telemetry data on premises, targeting compliance-focused customers. Cisco shares rose 3.4% Tuesday morning after the announcement. The move comes as Cisco faces competition from Arista and others in AI-driven networking.
Marvell Technology targets AI data-center bottlenecks with new 1.6T “pluggable” optics

Marvell Technology targets AI data-center bottlenecks with new 1.6T “pluggable” optics

Marvell Technology unveiled a 1.6-terabit pluggable optical module and 2-nanometer coherent chips with built-in security, targeting AI-focused cloud data centers. The company will debut the products at OFC 2026 in March and expects sampling to start in the second half of the year. Marvell shares fell 2.5% to $76.12 Thursday morning. Investors await the company’s earnings call later today.
Cisco stock in focus: CSCO heads into a March conference run after Friday rise

Cisco stock in focus: CSCO heads into a March conference run after Friday rise

Cisco shares rose 1.7% to $79.46 Friday, bucking a broader market decline led by tech and financial stocks. Management will meet investors at Mobile World Congress March 3-4 and the Morgan Stanley TMT conference March 5. Traders are watching for updates on AI networking demand and margin pressures after Cisco’s recent earnings showed lower-than-expected gross margins.
Cisco stock set for Tuesday: new Silicon One G300 AI chip meets a margin squeeze

Cisco stock set for Tuesday: new Silicon One G300 AI chip meets a margin squeeze

Cisco Systems shares closed Friday at $76.85, up 2.47%, after plunging 12.32% Thursday on margin concerns tied to higher memory costs. U.S. markets are closed Monday for Presidents Day, with trading set to resume Tuesday. Cisco’s latest update highlighted a push into AI networking chips, but gross margin fell to 67.5%, missing estimates. CEO Chuck Robbins cited price hikes and revised contracts to offset rising costs.
Cisco stock snaps back after earnings shock; what to watch before Tuesday trade

Cisco stock snaps back after earnings shock; what to watch before Tuesday trade

Cisco shares rose 2.5% to $76.85 Friday, rebounding after a 10% drop Thursday on weaker-than-expected gross margins tied to higher memory costs. The company reported $15.3 billion in quarterly revenue and $2.1 billion in AI infrastructure orders, but guided to lower margins. U.S. markets are closed Monday for Presidents Day, with trading set to resume Tuesday.
Cisco stock slides nearly 10% after earnings as memory costs hit margins

Cisco stock slides nearly 10% after earnings as memory costs hit margins

Cisco Systems shares dropped 9.7% to $77.27 after the company warned of further margin pressure from rising memory prices, despite raising its full-year revenue outlook. Adjusted gross margin for the quarter fell to 67.5%, below estimates, and Cisco forecast more declines next quarter. Revenue reached $15.3 billion, with non-GAAP earnings at $1.04 per share. Investors are watching cost controls and updates from Cisco Live.
12 February 2026
Cisco stock slips ahead of earnings as new AI chip targets Nvidia, Broadcom

Cisco stock slips ahead of earnings as new AI chip targets Nvidia, Broadcom

Cisco shares fell 0.6% to $85.79 Wednesday afternoon ahead of quarterly results due after the close. The company on Tuesday launched its Silicon One G300 AI networking chip, targeting data center demand and competition from Broadcom and Nvidia. Investors are focused on Cisco’s guidance for AI-driven networking sales after the stock hit a 52-week high. Wall Street expects adjusted earnings of $1.02 per share on $15.1 billion revenue.

Stock Market Today

  • Hays Shares See Slight Fair Value Reduction as Analysts Reassess Outlook
    June 11, 2026, 10:59 PM EDT. Hays (LSE:HAS) experienced a modest fair value cut from £0.42 to £0.41 amid cautious analyst sentiment. RBC Capital remains optimistic, highlighting Hays' global reach and diversified client base as potential upside drivers if hiring activity stabilizes. However, Citi downgraded the stock, citing concerns over execution and revenue trends, leading to questions about the company's ability to convert fees into steady earnings. Recent leadership changes include the appointment of Mark Dearnley as CEO, who brings extensive digital transformation experience. The downward adjustment also reflects a slightly weaker revenue growth forecast, now expected to decline by 2.17%. Analysts' mixed views underscore ongoing valuation risks and uncertainty in Hays' near-term outlook.

Latest articles

AI Names Drop, Oil Upends Inflation Bets, US Stocks Slip

Dow up 930 points after hours as tech lifts Nasdaq

12 June 2026
Dow soars 929.97 points for its strongest session in months as easing geopolitical risk and a rebound in tech drive ETFs higher after hours; chip stocks surge with the PHLX Semiconductor Index up 7.9%, while Adobe drops 5.44% after CFO exit despite raised forecasts.
Keel Infrastructure (KEEL) shares surge after $458 million AI data center deal closes

Keel Infrastructure (KEEL) shares surge after $458 million AI data center deal closes

12 June 2026
Keel Infrastructure Corp. surged 5.14% to $5.52 after closing $458 million in 1.250% convertible senior notes due 2032, with proceeds aimed at accelerating AI and high-performance computing data center projects; the notes’ initial conversion price is $7.41, about 25% above the June 4 close, while analysts’ 12-month price targets range from $3.00 to $8.00, averaging $5.52.
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