By Daniel Sparks, The Motley Fool
Publication Date: 2026-08-07 08:43:00
Cisco Systems (NASDAQ: CSCO) has quietly become one of the year’s big artificial intelligence (AI) trades. Shares of the networking giant closed Tuesday at $121.74, up 5% on the day and about 60% higher in 2026 as of this writing. That leaves it about 7% shy of its 52-week high ($130.37) — for a company whose revenue grew 5% last fiscal year.
The number doing most of the work is $9 billion. That’s how much in AI infrastructure orders Cisco now expects to take from hyperscalers (the giant cloud companies building AI data centers) in fiscal 2026, a target it raised from $5 billion on its fiscal third-quarter earnings call in May.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
So, with shares priced like a growth…