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Technology 15 July 2026 - 17 July 2026

Cisco (NASDAQ:CSCO) drops $4.32 in short week, dividend in focus

Cisco Selloff Puts $9 Billion AI Order Goal Under a Fourth-Quarter Test

Cisco Systems, Inc. slid 4.5% on Wednesday, sharpening an investor question created by its own artificial-intelligence targets: can record orders from hyperscalers, the largest cloud operators, turn into enough sales and profit to support a roughly $445 billion market value? Cisco booked $5.3 billion of AI infrastructure orders from those customers through fiscal third-quarter 2026 and must add about $3.7 billion in the final quarter to reach its $9 billion full-year goal, nearly twice the prior quarter’s $1.9 billion.
Sandisk $41.6 bln in contracts now up against buyer-hedge test

Sandisk $41.6 bln in contracts now up against buyer-hedge test

Sandisk Corporation shares fell 12.4% in early U.S. trading Wednesday as traders weighed a new challenge to the storage firm’s efforts to manage memory cycles. CoreWeave, Inc., which locked in a long-term supply deal with Sandisk, is looking at ways to hedge against a possible drop in chip prices, according to a source cited by Reuters. The person said discussions are at an early stage and there’s no trade yet.
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