Among AI stocks, cloud computing giants have been the biggest spenders on data centers. But enterprise spending will pick up, says Goldman Sachs.

From a technical perspective, Cisco Systems (CSCO) is looking like an interesting pick, as it just reached a key level of support. CSCO recently overtook the 50-day moving average, and this suggests a short-term bullish trend.

News Summary Two‑thirds of industrial organizations have moved to active AI deployments in live operational environments. Network readiness and security posture are cited as the primary factors shaping how quickly and safely organizations scale AI across connected assets, machines, and sites.

Cisco Systems (CSCO) closed the most recent trading day at $80.44, moving +1.79% from the previous trading session.

News Summary: Cisco appoints Pete Shimer, former Deloitte executive and seasoned board leader, to its board of directors, effective today. Shimer brings four decades of executive leadership experience, including extensive C-suite tenure, and will serve on the Board's Audit Committee.

Cybersecurity firms with AI capabilities are positioned for long-term growth as cyberattacks continue to intensify.

Leo Wealth LLC boosted its position in Cisco Systems, Inc. (NASDAQ: CSCO) by 31.4% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 54,853 shares of the network equipment provider's stock after purchasing an additional 13,095 shares during the period. Leo

Savvy Advisors Inc. lifted its holdings in Cisco Systems, Inc. (NASDAQ: CSCO) by 16.8% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 52,788 shares of the network equipment provider's stock after purchasing an additional 7,586 shares during the period. Savvy Advisors Inc.'s holdings in

Aspiriant LLC boosted its holdings in shares of Cisco Systems, Inc. (NASDAQ: CSCO) by 92.1% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 34,463 shares of the network equipment provider's stock after acquiring an additional 16,521 shares during the period. Aspiriant LLC's holdings in Cisco

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?