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NASDAQ:SPLK 8 December 2025 - 10 March 2026

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 Systems is now plugging Splunk analytics into its Nexus Dashboard, the control hub within its Nexus One platform, aiming to speed up network fault detection and push automated fixes for data-center and campus environments. The rollout applies to Nexus 9000 as well as Cisco 8000 switches and routers that are managed via the dashboard. This is a key test for Cisco, which is under pressure to prove its $28 billion Splunk deal isn’t just padding software revenue. AI-heavy operators are facing spikier, less-forgiving traffic flows and need to parse telemetry—live machine data that reveals network health—while keeping sensitive logs on-site.
10 March 2026
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Cisco Stock (CSCO) Today: AI Infrastructure Boom, Splunk Synergies and Fresh Analyst Upgrades Push Shares Toward 52‑Week Highs

Cisco Stock (CSCO) Today: AI Infrastructure Boom, Splunk Synergies and Fresh Analyst Upgrades Push Shares Toward 52‑Week Highs

Published: December 8, 2025 Cisco Systems, Inc. is ending 2025 as one of the quieter winners of the AI infrastructure boom. After a year of rising AI‑driven networking orders and the full integration of its $28 billion Splunk acquisition, the networking giant has raised its long‑term outlook, drawn a wave of bullish research, and pushed its share price close to fresh 52‑week highs. Reuters+1
8 December 2025
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Stock Market Today

  • Marvell Technology (MRVL) Up 154% in 3 Months as AI Demand Lifts Shares
    July 2, 2026, 12:38 PM EDT. Shares of Marvell Technology (MRVL) have surged 154% over the past three months, far ahead of the sector and chip industry indexes. The rally is being driven by heavy demand for AI data center products, especially around networking and optics. MRVL is now projecting its interconnect unit to climb more than 70% year-over-year in fiscal 2027, with products like TIAs, drivers and scale-out switches seen hitting billion-dollar revenue levels. Shares now trade at a forward 12-month price-to-sales ratio of 17.42, topping the semiconductor industry's average of 10.12, raising some valuation questions. Marvell posted record operating cash flow of $638.8 million in Q1 fiscal 2027, showing better margins. Analysts now look for 42.3% earnings growth in fiscal 2027 following upward estimate moves.
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