Cisco CEO Rejects AI Bubble Concerns: The World’s Strongest Companies “View This Transition as Existential”

Cisco CEO Rejects AI Bubble Concerns: The World’s Strongest Companies “View This Transition as Existential”

Cisco just blew past analyst expectations by a wide margin, yet shares are sliding. CEO Chuck Robbins says the skeptics are missing something fundamental about who is actually writing the checks for AI infrastructure.

Cisco shares slide 9% despite earnings beat and stronger-than-expected guidance

Cisco is showing booming demand for AI infrastructure, but its results weren't good enough to satisfy investors.

Watch Cisco's Forecast for AI Data Center Sales Disappoints Investors

Cisco Systems Inc. shares fell after the company projected $7.5 billion in AI data center sales this fiscal year, which disappointed investors. CEO Chuck Robbins says the guidance is good and prudent. Bloomberg's Woo Jin Ho reports.

Cisco must steel itself for the coming AI bust

A nasty chain reaction detonated by the loss-making OpenAI and Anthropic could eventually catch up with Cisco.

Cisco Books $4B AI Orders, Beats Estimates, Stock Falls 9%

Cisco delivered the kind of earnings report that would normally support an AI-infrastructure rally: record quarterly revenue, earnings above expectations, a first-quarter outlook comfortably ahead of consensus and $4 billion of new hyperscaler AI orders in just three months. The stock fell anyway. Cisco shares were down about 9.3% at $112.41 late Thursday, extending the roughly 4% decline that began immediately after Wednesday’s results. The rea…