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Cisco Q3 Preview: Can Traditional Hardware Stabilize After Pressure and AI Orders Turn the Tide?
TradingKey - After the U.S. market close on May 13, Cisco (CSCO.US) will release its fiscal 2026 third-quarter earnings report. The company previously issued a revenue guidance range of $15.4 billion to $15.6 billion, with the Wall Street consensus sitting at approximately $15.56 billion. Guidance for adjusted earnings per share (Non-GAAP EPS) is $1.02 to $1.04, while the average analyst estimate is approximately $1.04.
Trump’s Remark Ignites Dell Shares: AI Server Leader Surges 13% to Record High. AI Agent May Be Next Driver.
TradingKey - On May 8, Eastern Time, U.S. President Trump's remark to "go buy a Dell (DELL) computer" caused shares of the core AI server supplier to jump more than 14% intraday. The stock closed up 13.11% at $260.46, hitting a record high. The stock has gained 23.93% this week and has more than doubled year-to-date, with an overall increase of 106.91%.
Nvidia Lags as Intel and AMD Surge on AI Agent Hardware Pivot
TradingKey - In recent semiconductor market movements, the once-dominant Nvidia (NVDA) appears to have been sidelined, as capital flows toward long-overlooked hardware companies such as Intel (INTC), AMD, and Micron (MU). Year-to-date, market leader Nvidia has risen only 13.96%, slightly outperformi
Why SanDisk Stock Could Soar to $4,000?
If SanDisk continues along its path and actually achieves the consensus estimate of $168 in earnings per share in one year, a P/E multiple of 22 — which is a rather conservative estimate of the S&P 500 average — would imply a stock price of close to $4,000.
Lumentum Added to Nasdaq 100 Index, Can Stock Price Return to $1,000?
TradingKey - Nasdaq officially announced on May 8 that Lumentum (LITE.US) will be added to the Nasdaq-100 Index prior to the market open on May 18, replacing real estate data firm CoStar, whose share price has halved this year.
AI Chip Sector Adds Heavyweight Player, Nvidia Rival Cerebras Plans to List Next Week, Targeting Largest US IPO of the Year
TradingKey - AI chipmaker Cerebras is reportedly planning to list on Nasdaq on May 14 under the ticker symbol “CBRS.” The IPO is expected to be the largest in the U.S. this year, placing Nvidia’s (NVDA) strongest challenger in the AI computing space officially under the capital market spotlight.
