Cisco Stock Drops Again as AI Hardware Squeezes Margins
By Khac Phu Nguyen Publication Date: 2026-08-14 19:08:00 This article first appeared on GuruFocus. Cisco Systems (NASDAQ:CSCO), the networking and…
Tag: Margins
Cisco Stock Tumbles 8.8% as AI Hardware Squeezes Margins
By Khac Phu Nguyen Publication Date: 2026-08-13 17:39:00 This article first appeared on GuruFocus. Cisco Systems (NASDAQ:CSCO), the networking and…
Amazon Could Turn to Qualcomm’s 768GB AI200 Chips as AWS Races to Slash Inference Costs Choking Margins
Semiconductor design giant Qualcomm is tipped to deepen its partnership with Amazon’s Amazon Web Services (AWS) business for its AI…
Watch Nvidia's Profit Margins Are Safe for Now, Luria Says
By Bloomberg Publication Date: 2026-06-05 12:00:00 Gil Luria, DA Davidson’s head of technology research, says Nvidia’s profit margins are relatively…
Nvidia 70%+ Margins Safe Through 2030, DA Davidson’s Luria Says
By Jonathan FerroLisa Abramowicz Publication Date: 2026-06-05 14:25:00 Nvidia Corp.’s profit margins are relatively safe through 2030 because hyperscalers have…
Broadcom EU Legal Fight Puts VMware Growth And Margins Under Scrutiny
Broadcom (NasdaqGS:AVGO) has filed a lawsuit challenging EU antitrust regulators over document requests linked to its VMware acquisition. The legal…
Broadcom EU Legal Fight Puts VMware Growth And Margins Under Scrutiny
Broadcom (NasdaqGS:AVGO) has filed a lawsuit challenging EU antitrust regulators over document requests linked to its VMware acquisition. The legal…
Worried about Nvidia maintaining its gross margins, says GMO’s Tom Hancock
By @CNBC Publication Date: 2026-05-20 18:02:00 ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Tom…
/Cisco%20Systems%2C%20Inc_%20HQ-by%20Sundry%20Photography%20via%20iStock.jpg?ssl=1 "Cisco Systems Reported Lower FCF and Margins – Has CSCO Stock Peaked?")
Cisco Systems Reported Lower FCF and Margins – Has CSCO Stock Peaked?
By Mark R. Hake, CFA Publication Date: 2026-05-17 13:30:00 Cisco Systems, Inc_ HQ-by Sundry Photography via iStock Cisco Systems (CSCO)…
SanDisk’s Gross Margins Just Topped NVIDIA’s. Wall Street Sold Anyway.
By Jeremy Phillips Publication Date: 2026-05-01 10:05:00 © Sandwish Studio / Shutterstock.com Of everything SanDisk (NASDAQ:SNDK | SNDK Price Prediction)…