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Cisco and NVIDIA Unveil Groundbreaking 400G Optics to Boost AI Networking: Discover how Cisco and NVIDIA are revolutionizing AI networking with their new 400G ...
smallbiztrends.com/cisco-and-nvidia-unveil-groundbreaking-400g-optics-to-boost-ai-networking/

Strategist Tom Lee says he’s buying the AI-stock dip, and Cisco holds the key: Lee has his eye on earnings and an Nvidia conference in Berlin this week
marketwatch.com/story/strategist-tom-lee-says-hes-buying-the-ai-stock-dip-and-cisco-holds-the-key-33233a9d
Paid articlePaywallDBS says Nvidia's valuation shows the AI rally isn't a bubble: DBS Group CIO Hou Wey Fook points to Nvidia's forward earnings multiple and projected revenue ...
qz.com/dbs-nvidia-valuation-ai-bubble-100526

The old new thing: Cisco and retro tech are back and forming the AI buildout’s backbone
marketwatch.com/story/the-old-new-thing-cisco-and-retro-tech-are-back-and-forming-the-ai-buildouts-backbone-cdffc0b7
Paid articlePaywallLEAP opens with major AI projects as Humain unveils mega partnerships, autonomous trucks and local talent
arabnews.com/node/2656456/saudi-arabia

I watched the dot-com bubble. Here's how the AI stock boom will crash: Stock market booms and busts have two big things in common. Those signals point to a ...
businessinsider.com/ai-bubble-burst-stock-market-crash-boom-dotcom-financial-crisis-2026-8

S&P 500 Tops 7,500, Dow Hits 50,000 As Cisco, Nvidia Fuel AI Rally - Albemarle (NYSE:ALB), AppLovin (NASD
benzinga.com/markets/market-summary/26/05/52573931/wall-street-fresh-records-cisco-nvidia-power-tech-rally-markets-thursday

Wall St inches to higher close, AI fervor edges out Iran impasse: U.S. stocks closed slightly higher on Monday, with AI optimism fueling upward momentum even as ...
reuters.com/business/us-stock-futures-subdued-talks-with-iran-stall-2026-05-11/

Iran threatens to bomb 1GW Stargate AI datacenter in Abu Dhabi; whose partners include of OpenAI, Cisco, Nvidia, Softbank and; shows hidden ...
timesofindia.indiatimes.com/technology/tech-news/iran-threatens-to-bomb-1gw-stargate-ai-datacenter-in-the-uae-shows-hidden-/articleshow/130003120.cms

Why the AI Boom Isn’t the Next Dot-Com Bubble: Every market mania eventually gets compared to the last one. And right now, the comparison everyone keeps reaching ...
veridion.com/blog-posts/why-ai-boom-isnt-next-dotcom-bubble/

The most innovative computing companies of 2026: Why Nvidia, Amazon Web Services, Google, and xLight are among Fast Company's Most Innovative Companies in ...
fastcompany.com/91497091/computing-most-innovative-companies-2026

Michael Burry’s warning: Nvidia is repeating Cisco’s fatal year 2000 mistake: Michael Burry believes Nvidia’s aggressive supply commitments resemble Cisco’s ...
financialexpress.com/market/global-markets/michael-burrys-warning-nvidia-is-repeating-ciscos-fatal-year-2000-mistake/4160593/

Michael Burry Compares Nvidia's $95 Billion Purchase Commitments To Cisco's Dot-Com Peak: 'This Is Not Bu
benzinga.com/markets/equities/26/02/50920468/michael-burry-compares-nvidias-95-billion-purchase-commitments-to-ciscos-dot-com-peak-this-is-not-business-as-usual-this-is-risk

Cisco Is Feeling the Pressure of Higher Memory Costs. The Stock Is Tumbling.: Cisco stock was the worst performer in the Dow Jones Industrial Average on Thursday ...
barrons.com/articles/cisco-stock-memory-margins-7f64632c
Paid articlePaywallCisco's president says AI agents need 'background checks' like humans: Cisco's president says AI agents working on our behalf should get "background checks ...
businessinsider.com/cisco-president-ai-agents-background-checks-human-workers-jeetu-patel-2026-2
Stargate UAE data centre to cost more than $30bn, AI minister says: The Emirates is keen to help other countries with the sovereign AI needs, Omar Al Olama says
thenationalnews.com/future/technology/2026/01/26/stargate-uae-data-centre-to-cost-more-than-30bn-ai-minister-says/

Jensen Huang: 'Ridiculous' to say CoreWeave is circular deal: Nvidia purchased $2 billion worth of CoreWeave shares as it expanded its partnership with the cloud ...
businessinsider.com/jensen-huang-nvidia-coreweave-investment-not-circular-deal-2026-1
OpinionBig Data Is a Bad Idea: Why AI Factory Farms Will Not Save Rural America: AI data centers have been added to the limited menu for economic development in ...
commondreams.org/opinion/ai-factory-farms-rural-us

Elon Musk's xAI raises $20 billion from investors including Nvidia, Cisco, Fidelity
cnbc.com/2026/01/06/elon-musk-xai-raises-20-billion-from-nvidia-cisco-investors.html

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