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EXPLAINED: 2 | Vintage Vibes

Palantir’s Earnings Setup Puts Its AI Growth Story Back on Trial Again

Palantir reports Q2 2026 earnings Aug. 3, with history showing strong results but post-earnings declines. Despite growth, PLTR trades at 105x forward earnings, raising valuation concerns for investors.

MarketBeat

AI Models Are Getting Better At Hacking. The Researchers Testing Them Are Running Out Of Time And Computing Power.

The researchers responsible for finding dangerous behavior in advanced artificial intelligence systems are struggling to test new models thoroughly as development accelerates and meaningful evaluations become more expensive, according to a new report.

International Business Times

Cisco Systems' Quarterly Earnings Preview: What You Need to Know

Cisco Systems is set to post its fourth-quarter results soon, and analysts predict a double-digit growth in the company’s bottom-line figure.

Barchart

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The Australian government just told thousands of people to throw out their routers — despite experts warning it could be a major security risk

An experiment to measure internet speeds across Australia has descended into controversy as the government orders the destruction of around 4,000 routers.

TechRadar

Cisco Took 25 Years to Make Investors Whole Again After Its Dot-Com Crash. Here's What That Means for Traders Buying NVIDIA Now.

Are the Magnificent 7 stocks overpriced? Explore valuation, earnings yield, Graham’s margin of safety, and the risks of paying for perfection.

Barchart

US and security allies warn Russian attacks on critical infrastructure are ramping up against 'poorly configured and vulnerable networking devices worldwide'

Russians are targeting misconfigured routers running in critical infrastructure firms.

TechRadar

Cisco Systems Stock Is in a Trading Range - Good For Shorting Puts and Calls

Cisco Systems stock has been roughly flat for the past month. I suggested shorting OTM puts and calls on June 19, which has worked well. It's time to repeat this play.

Barchart

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120,000 tech jobs cut in 2026 as AI drives Big Tech's reset; India's IT could be next

Global technology layoffs are resurfacing in 2026, driven by artificial intelligence adoption. Companies are restructuring teams and automating tasks, even while reporting strong revenues. India's IT sector faces potential job losses as companies redesign their operational strategies. Fresh graduates are experiencing delayed onboarding and withdrawn job offers from major tech…

The Economic Times

Is the AI Bubble Really About to Burst? What the Dot-Com Crash Tells Us About Your Money in 2026.

AI stocks are soaring, but so did tech in 2000. Here's what the dot-com crash, Cisco, and today's concentration risk reveal about whether the AI bubble is real, and what it means for your money.

Barchart

Cisco Is Up 46% and Oracle Is Down 25% in 2026. The Better Dividend Buy Might Surprise You.

Cisco is up 46% in 2026 while Oracle has slid 25%, and Wall Street sees up to 185% upside for one of them. Here's how the two tech giants compare on value, yield, and dividend growth.

Barchart

Cisco flags infrastructure gaps in AI push

Modernised network infrastructure and cybersecurity are critical foundations for business transformation in the agentic artificial intelligence (AI) era, says Cisco Systems.

Bangkok Post

Cisco is rolling out AI agents to every single one of its 90,000 employees

CFO Mark Patterson is helping to lead the charge—and has an AI agent of his own.

Fortune

97,006 Jobs Cut in a Month as Amazon, Meta, and Groupon Join 2026 Layoff Wave

US employers cut 97,006 jobs in May 2026, the worst May since 2020, as AI was named the leading reason for a third consecutive month.

International Business Times UK

Cisco Slams The Door on ATS, and Perhaps All Other, Implied Causes of Action

A scholarly opinion from Justice Barrett with some punchy lines.

Reason

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Tom’s Guide

21,000 jobs gone in a year: Oracle becomes the latest tech giant to cut workers due to AI adoption

Oracle, a multinational technology company, is the latest company to offload a large number of its workers as it sets its sights on using AI more in its operations.

The Independent UK

The Latest: Pentagon asks Congress for roughly $80 billion to cover cost of Iran war

Iran's president is in Pakistan to talk with mediators as negotiations between Tehran and Washington proceed on ending the war

The Independent UK

Supreme Court kills suit claiming Cisco’s technology helped China persecute Falun Gong members

The Supreme Court has granted tech giant Cisco’s bid to shut down a lawsuit claiming that the company’s technology was used to persecute members of the Falun Gong spiritual movement in China

Fortune

Exclusive: Upscale AI wants to be the next Cisco—and it just raised another $190 million

The AI networking startup has now raised $500 million in under 18 months as investors bet the next infrastructure giant will emerge from the race to connect the world's AI chips.

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Barchart

Shorting Out-of-the-Money Cisco Puts and Calls Provides Shareholders Extra Income

Over the last month, selling short out-of-the-money (OTM) Cisco Systems put and call options has worked well for existing shareholders. Moreover, for the next month, it looks like a good play as well.

Barchart

Equinix Is Now Becoming a Key Stop in the AI Supply Chain. How to Play EQIX Stock Here.

Equinix combines AI exposure, solid execution, and analyst support, but investors must weigh those strengths against a rich valuation.

Barchart

SharonAI Shares Surged After Securing a Six-Year Agreement With Nvidia. SHAZ Stock Needs a Lot More to Become a Long-Term Buy.

SharonAI Holdings secured a six-year compute agreement with Nvidia to build 72 MW of new data center capacity and scale up to 40,000 Grace Blackwell GB300 GPUs, pushing its total AI factory footprint to 132 MW.

Fortune

Gen Z grad landed an internship by wearing her university baseball cap to her pizza joint job. Now she works at Cisco

“I decided to resort to unusual networking methods,” says Ayala Ossowski, who recited an elevator pitch to pizza restaurant customers.

Barchart

Cisco Is Up 61% in 2026. It’s One of 3 Dividend Stocks Quietly Riding the AI Boom.

These three companies surged in 2026, proving that some of the market's strongest dividend stocks are growth names quietly riding the AI and data infrastructure boom.

The Economic Times

Meet Jayshree Ullal: Top-ranked Indian-origin woman on America’s richest self-made list with $6.8 billion net worth

Jayshree Ullal, ranked No. 7 on Forbes' America's Richest Self-Made Women list with a $6.8 billion net worth, has become a pivotal figure in internet-networking infrastructure. Her strategic vision, technical depth, and leadership at Arista Networks, which she transformed from a startup with no revenue into a cloud powerhouse, underscore…

The Times of India

Meet Jayshree Ullal: The highest-ranked Indian-origin woman on America's Richest Self-Made Women list with a $6.8 billion fortune

When Jayshree Ullal joined networking startup Arista Networks in 2008, the company had no revenue and fewer than 50 employees. Nearly two decades later, she has helped transform it into one of Silicon Valley's most successful networking companies and become one of the wealthiest self-made women in the United States.…

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