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Last cisco systems, inc. earnings: 2/12 04:05 pm
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US:NASDAQ Investor Relations: investor.cisco.com/investor-relations/overview/default.aspx
Nvidia is in a cyclical business, and it will not be able to sustain a future growth rate high enough to justify its current market cap. In our view, capital is likely to move toward four key sectors: energy, industrials, financials, and materials, especially metals and mining. The liquidity cycle will drive the rotation out of overvalued tech and into undervalued energy and materials. sankai/iStock via Getty Images Has Nvidia ( NVDA ), along with the rest of the “Magnificent 7,” the Nasdaq 100, and the S&P 500, already peaked for the current business cycle? It's a bold proposition, but certainly possible in our view. October 29 of this year may well mark that turning point. Nvidia's cash flow disappointment relative to analyst expectations in its earnings release on November 19 may have sealed the deal. Stock market bulls, don't despair. We think there are plenty of value and growth stocks to buy for the shifting macro climate. More on that further below. In recent weeks
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- OECD-Cisco research finds stark geographical and generational divides in AI uptake and digital well-being[PR Newswire]
- OECD-Cisco research finds stark geographical and generational divides in AI uptake and digital well-being[PR Newswire]
- Cisco Systems, Inc. (CSCO) Presents at UBS Global Technology and AI Conference 2025 Transcript [Seeking Alpha][Seeking Alpha]
- Cisco Systems (CSCO): Evaluating Valuation Following Earnings Beats and New AI Partnerships [Yahoo! Finance][Yahoo! Finance]
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- 11/24/25 - Form 4
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