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14.05.26 - 18:42
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Cisco Soars on Forecast Boost, AI-Focused Job Cuts (Bloomberg)
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Cisco Systems Inc. jumped by the most in more than 14 years after the company delivered a better-than-anticipated sales forecast and announced plans to cut thousands of jobs, an attempt to focus on the fast-growing AI market.
Revenue will be $16.7 billion to $16.9 billion in the fiscal fourth quarter, which runs through July, the company said in a statement Wednesday. Analysts estimated sales of $15.8 billion, according to data compiled by Bloomberg.
The news signaled that Cisco, a four-decade-old stalwart of Silicon Valley, is successfully pivoting to the AI economy. Orders from data center customers are accelerating, and the company's restructuring plan is designed to further improve its position. Bloomberg's Ryan Vlastelica takes a closer look. (Source: Bloomberg)...
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14.05.26 - 18:36
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AI Chipmaker Cerebras Raises $5.55 Billion in Year′s Biggest IPO (Bloomberg)
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Cerebras raised $5.55 billion in its US initial public offering, as the AI chipmaker seizes on the surging demand for semiconductors. This is the largest IPO of the year so far. Shares were priced to open 89% above their listing price. Cerebras CEO Andrew Feldman joined Ed Ludlow on "Bloomberg Tech" before the stock started trading and called it a "pretty good day." (Source: Bloomberg)...
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14.05.26 - 18:06
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Cisco Surges Most Since Dot-Com On Raised Outlook, AI-Focused Job Cuts (ZeroHedge)
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Cisco Surges Most Since Dot-Com On Raised Outlook, AI-Focused Job Cuts
Cisco Systems shares posted their biggest gain since the Dot-Com boom-and-bust era after the networking giant delivered third-quarter results that beat analysts' estimates. The company also announced a workforce restructuring, aligning with a broader hyperscaler playbook that cuts labor costs and redirects capital toward AI infrastructure and data-center buildouts.
Cisco raised its fiscal 2026 outlook, guiding for $62.8 billion to $63 billion in revenue and $4.27 to $4.29 in adjusted EPS, while also issuing a stronger-than-expected fourth-quarter sales forecast.
The catalyst that sent shares into a parabolic move early in the U.S. cash session was demand for AI. Cisco boosted its expected fiscal 2026 hyperscaler AI orders to $9 billion from $5 billion, signaling stronger traction in supplying the networking infrastructure needed for data center buildouts. Shares surged more than 16%, marking their best day since May 2002.
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14.05.26 - 18:06
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Bessent Says US, China To Launch AI Safety Talks After Trump-Xi Meeting In Beijing (ZeroHedge)
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Bessent Says US, China To Launch AI Safety Talks After Trump-Xi Meeting In Beijing
Authored by Tom Ozimek via The Epoch Times (emphasis ours),
Treasury Secretary Scott Bessent said on May 14 that Washington and Beijing would begin formal discussions on artificial intelligence (AI) safety protocols following meetings between U.S. President Donald Trump and Chinese leader Xi Jinping in Beijing. Bessent's comments come as the rival powers sought to stabilize ties strained by trade disputes, the Iran conflict, and AI competition.
U.S. Treasury Secretary Scott Bessent arrives at Incheon International Airport ahead of a scheduled meeting with South Korean President Lee Jae Myung and trade talks with Chinese Vice Premier He Lifeng in Incheon, South Korea, on May 13, 2026. Kim Soo-hyeon/Reuters
Speaking to CNBC from the sidelines of the Trump–Xi summit, Bessent said the United States and China—which he described as the world's “two AI superpowers”—were preparing to establish a framework on...
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14.05.26 - 17:48
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AI Investment Drives Market Resilience Despite Headwinds (Bloomberg)
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Stephanie Aliaga, JPMorgan Asset Management Global Market Strategist, discusses the dominant influence of AI-related capital expenditures on the current market dynamics. Despite challenges such as rising oil prices, higher interest rates, and a sluggish economy, the AI sector is propelling earnings growth and investor focus. Aliaga highlights that 2026 is poised to be a landmark year for agentic AI, underscoring the technology's pivotal role in sustaining market momentum amid broader economic uncertainties. (Source: Bloomberg)...
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14.05.26 - 17:12
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How AI Aims to Fix Healthcare Access (Bloomberg)
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Rezilient CEO Dr. Danish Nagda says the healthcare system is at a tipping point. He joins Bloomberg Open Interest to talk about how hybrid “cloud clinics,” employer-driven care, and AI-powered doctors could eliminate long wait times, cut costs, and make switching doctors a thing of the past. (Source: Bloomberg)...
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