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DARK SECRETS: 5 - The Real Truth

75% of gains, 80% of profits, 90% of capex—AI’s grip on the S&P is total and Morgan Stanley's top analyst is 'very concerned'

The long bull market since 2022 is a "one-note narrative" since the explosion of ChatGPT, according to Lisa Shalett, CIO of Morgan Stanley Wealth Management.

Fortune

Former Cisco CEO John Chambers navigated the dot-com crash—now he sees the same red flags with AI

“The problem this time is that if I am right about AI moving at five times the speed of the internet, we are going to destroy jobs faster than we can replace them,” he said.

Fortune

Former Cisco CEO John Chambers Warns AI Market Surge Mirrors Dot-Com Bubble, Predicts Faster Job Displacement, Market Volatility

John Chambers, former CEO of Cisco Systems Inc. (NASDAQ:CSCO), who navigated the internet boom and bust, now sees troubling similarities in today's AI surge, warnings now echoed by mounting Wall Street concerns, even as some tech leaders highlight AI's productivity benefits over potential job losses.

Benzinga

From analysis to the latest developments in health,
read the most diverse news in one place.

Silicon Valley leader who navigated the internet's boom and bust sees another wild ride with AI

Former Cisco Systems CEO John Chambers learned all about technology’s volatile highs and lows as a veteran of the internet’s early boom days during the late 1990s and the ensuing meltdown that followed the mania

The Independent UK

'I Don't Think It's Lasting,' Cisco Exec Says Entry-Level Hiring Slowdown Is Nothing To Worry About

The number of entry-level job postings has been shrinking, according to student career platform Handshake. As of August, the number of first-rung postings it received had declined by 16% year-over-year, according to its Workforce Outlook report.

Benzinga

Around 50,000 Cisco firewalls are vulnerable to attack, so patch now

Hackers are already targeting Cisco firewalls - and it's only a matter of time before they find yours, experts warn.

TechRadar

Cisco goes all-in on agents - and it could mean big changes in your workplace

WebexOne 2025 sees Cisco announce a whole new family of AI agents to automate workflows.

TechRadar

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Cisco Stock Moves Higher As Analysts Raise Target Prices - Short Put Plays Work Here

Cisco Systems is benefiting as analysts have been raising their target prices for CSCO stock. Shorting out-of-the-money puts in one-month away expiry periods is an excellent play.

Barchart

How much of the AI boom is underpinned by Nvidia's own balance sheet? Investors increasingly are asking.

While not a huge fraction of Nvidia's revenues, circular deals raise the spectre of past technology bubbles.

Fortune

Enthusiasts bond twelve 56K modems together to set dial-up broadband records — a dozen screeching boxes achieve record 668 kbps download speeds

Can you stream YouTube via dial-up? You'll need at least four bonded 56K modems. But what if you have 12?

Tom’s Hardware

US Government tells agencies to patch Cisco firewalls immediately, or face attack

A state-sponsored attacker is leveraging two zero-days to establish persistence.

TechRadar

US cyber officials issue ‘emergency directive’ after hackers breach government agency

The Cybersecurity and Infrastructure Security Agency said it was aware of an ‘ongoing exploitation campaign by an advanced threat actor’ targeting appliances made by Cisco Systems

The Independent UK

Cisco warns zero-day vulnerability exploited in attacks on IOS software

A patch is already available, as well as a temporary mitigation, so update now.

TechRadar

Why Cisco’s president isn’t worried about AI taking his job or Gen Z entry jobs

Euronews Next speaks to Cisco President Jeetu Patel about fears of AI wiping out jobs – and why he is not worried.

Euronews

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Barchart

Analysts Push Cisco's Target Price Higher - Shorting CSCO Puts Works Here

Analysts have been pushing Cisco's target prices up based on management's guidance. Shorting out-of-the-money (OTM) CSCO put options could be a good strategy here.

Kiplinger

I'm 55 With 10 Years Until Retirement and I've Made $2 Million on Nvidia Stock. What Do I Do With It Now?

What do you do with all that appreciated Nvidia stock? We asked a financial expert for advice.

Benzinga

Cisco Taps Ryan Reynolds For Keynote At AI-Powered WebexOne Conference

Cisco Systems Inc. (NASDAQ:CSCO) stock trended on Monday. The company announced that WebexOne, its annual artificial intelligence Collaboration and Customer Experience event, will take place in San Diego from Sept. 28 to Oct. 1, 2025. Cisco will feature top global executives and customers showcasing how the company drives AI-powered innovations…

Benzinga

Palantir's Rally Is Replaying Cisco's Dot-Com Setup—And That Ended Brutally

Wall Street's AI fever just crowned a new star. Palantir Technologies Inc (NASDAQ:PLTR), once a niche data analytics shop, now flaunts a $396 billion market cap on just $3.3 billion in recurring revenue. Its sky-high 93x ARR multiple makes Nvidia Corp's (NASDAQ:NVDA) surge look modest and dwarfs peers like Salesforce…

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Benzinga

Options Corner: Cisco Just Flashed A Rare Signal That Risks Arousing Bearish Traders

As a networking giant, Cisco Systems Inc (NASDAQ:CSCO) essentially provides the default plumbing of the internet and enterprise IT. By connecting data centers, branch offices and telecom networks, it plays a critical role in the broader dissemination of information. At the same time, competitive pressures are rising, thus raising questions…

Benzinga

What Is Going On With Cisco Stock On Tuesday?

Cisco Systems (NASDAQ:CSCO) rolled out a suite of Splunk-powered offerings—including new Enterprise Security editions, agentic artificial intelligence observability tools, and the Cisco Data Fabric—to unify security, monitoring, and machine data management under one architecture.

The Independent UK

Takeaways from AP's investigation into how US tech companies enabled China's digital police state

An AP investigation reveals that U.S. technology companies to a large degree designed and built China’s surveillance state, playing a far greater role in enabling human rights abuses than previously known

The Independent UK

US tech companies enabled the surveillance and detention of hundreds of thousands in China

Tom’s Hardware

US offers $10M reward for snitching on trio of Russians that hacked critical infrastructure

The U.S. Department of State offered a $10 million bounty via the Rewards for Justice program for information related to a trio of Russian hackers.

TechRadar

Hundreds of LLM servers left exposed online - here's what we know

Ollama servers were easily found with a quick Shodan search, but many are dormant and thus unusable.

Benzinga

Cisco, ServiceNow, Truist Financial And A Health Care Stock On CNBC's 'Final Trades'

On CNBC's “Halftime Report Final Trades,” Jim Lebenthal, partner at Cerity Partners, said Cisco Systems, Inc. (NASDAQ:CSCO) reported earnings two weeks ago and there was a bout of profit taking.

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