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17.05.26 - 00:42
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AI drives Cisco orders, lifts Taiwan networking suppliers (Digitimes)
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Cisco's latest earnings report has injected fresh momentum into the networking industry, with CEO Chuck Robbins highlighting strong order momentum in AI infrastructure, which helped drive product orders up 35% year-over-year in the third quarter of fiscal 2026. AI infrastructure orders from hyperscalers reached US$1.9 billion during that quarter, and US$5.3 billion for the year to date, beating the company's original US$5 billion target. Looking ahead, Robbins also struck an upbeat tone, saying hyperscaler AI infrastructure orders in fiscal 2026 are expected to reach US$9 billion, or roughly 450% of 2025 levels....
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15.05.26 - 22:42
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Sharon AI Reports First Quarter 2026 Results (Business Wire)
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Acceleration of AI Cloud Growth in Australia and Asia-Pacific ContinuesNEW YORK--(BUSINESS WIRE)--Today, SharonAI Holdings Inc. (NASDAQ:SHAZ) and its subsidiaries (“Sharon AI” or “the Company”), a leading Australian Neocloud, announced the release of its financial and operational results for the first quarter of 2026.
Key activities in first quarter 2026 included:
Nasdaq IPO: Sharon AI IPO which took place in February 2026, raising US$125m, led by Oaktree Capital Management L.P. & Two Seas Capital LP.
Completion of the Sale of 50% holding in Texas Critical Data Centers (TCDC) joint venture for approximately US$74M: with that recycled capital expected to accelerate the growth of the company's core Australian AI Cloud business
Key customer wins - Canva Inc, GMI Cloud
Key customer win - ESDS Software Solutions – US$1.25BN TCV, five-year, take or pay contract for an 8K B300 cluster with revenue expected to commence in the third quarter of 2026
Sharon AI and Cisco Launch Australia's First Secure AI...
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15.05.26 - 18:48
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Cisco Price Prediction: This Will Be CSCO’s Stock Price Next Year (24/7 Wall St.)
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Few legacy tech names have staged a comeback like Cisco Systems (NASDAQ:CSCO). After spending more than two decades in the wilderness post dotcom, the networking giant is suddenly an AI infrastructure story, and the stock has responded with a vertical move that has even long-time holders asking how much further this can go. The 24/7 ... Cisco Price Prediction: This Will Be CSCO's Stock Price Next Year...
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15.05.26 - 18:42
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Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings (24/7 Wall St.)
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Friday's CNBC Halftime Report on May 8 featured two very different AI market stories unfolding at the same time. One centered on growing optimism around Cisco Systems (NASDAQ:CSCO) ahead of earnings, while the other exploded mid-segment as Intel (NASDAQ:INTC) jumped double digits on reports of a preliminary chip manufacturing agreement with Apple (NASDAQ:AAPL). The Cisco ... Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings...
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15.05.26 - 17:54
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HSBC Just Upgraded Cisco to Buy: $6 Billion AI Revenue Goal Resets the Growth Debate (24/7 Wall St.)
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Cisco Systems (NASDAQ:CSCO) just earned a strong endorsement from HSBC, which upgraded the networking giant to Buy from Hold and lifted its price target to $137 from $77. The trigger is straightforward: management's AI infrastructure order book is accelerating, and Cisco now expects fiscal 2027 AI revenue of at least $6 billion. For prudent investors, ... HSBC Just Upgraded Cisco to Buy: $6 Billion AI Revenue Goal Resets the Growth Debate...
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