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Rosenblatt analyst Mike Genovese maintains Cisco Systems (NASDAQ:CSCO) with a Buy and raises the price target from $150 to $165.
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Dan Ives argues the AI revolution is still in early stages, comparing it to the third inning of baseball. The focus is shifting from GPU purchases to monetizing AI across infrastructure, cloud platforms, and software. Companies with real AI revenue, clear ecosystem roles, and strong customer bases are positioned best for long-term growth.
Read original at the-motley-foolReddit is "such a buy," Cramer said. The "Mad Money" host also looked at ServiceNow, First Solar, Sunbelt Rentals and Super Micro Computer.
Read original at benzingaSuper Micro Computer's stock rallied 9.4% after Cisco announced a partnership to include Super Micro's liquid-cooled AI servers in its Secure AI Factory portfolio. This validation helps offset recent governance concerns and server-smuggling indictments involving Super Micro employees. The company trades at a significant discount to peers despite strong earnings and guidance.
Read original at the-motley-foolCisco's expanded Nvidia partnership highlights why liquid cooling is becoming the new standard for AI infrastructure.
Read original at benzinga