Price Decline as a Gift - Why the AI Story is Now Really Taking Off.
The decline in Cisco is a buying opportunity.
The AI business is running at full speed with expected orders of 5 billion USD as well as an upgrade cycle in campus networks.
Reading Time: 2 minutes
Cisco Systems is often underestimated as a cumbersome tech dinosaur – a mistake that presents investors with a brilliant entry opportunity after the recent price decline. The current Q2 figures prove this. Cisco is not at the end of an era, but at the beginning of its strongest fiscal year ever. The main driver of the stock price is the exploding AI business. With an expected order volume of over 5 billion US dollars for 2026 – an increase from the original forecast of around 3 billion – Cisco has established itself as an indispensable supplier...
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