Cisco’s second act: The networking giant hiding inside the AI supercycle
Owning Cisco as a dividend stock and tuning it out for the rest of the year may have worked. Not anymore. The market had Cisco filed under "legacy networking" while the company was quietly designing its own AI chips, locking in billion-dollar hyperscaler orders, and integrating a $28 billion cybersecurity platform. That is exactly the kind of slow-build transformation that…
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