L'intérêt à découvert pour Cisco Systems donne aux investisseurs une idée du degré auquel les investisseurs parient sur la baisse de l'action de Cisco Systems. Les données sur l'intérêt à découvert sont mises à jour toutes les deux semaines.

Cisco Systems (NASDAQ:CSCO) Stock, Rapport sur les intérêts à découvert

CISCO SYSTEMS INC

Cisco Systems

Cisco Systems is the largest provider of networking equipment in the world and one of the largest software companies in the world. Its largest businesses are selling networking hardware and software (where it has leading market shares) and cybersecurity software such as firewalls. It also has collaboration products, like its Webex suite, and observability tools. It primarily outsources its manufacturing to third parties and has a large sales and marketing staff—25,000 strong across 90 countries. Overall, Cisco employs 80,000 people and sells its products globally.

Cisco Systems Inc

JP Morgan analyst Samik Chatterjee shared earnings previews for several prominent hardware companies, cautioning that these firms may contend with ongoing demand uncertainty and renewed tariff risks in their <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings" rel="noreferrer noopener">upcoming earnings reports</a>.
Chatterjee sees another round of conservative results in the coming week, with stock movements more likely to reflect how investors interpret management&#8217;s efforts to either de-risk the second half of the year or contain expectations for potential full-year downside, especially after stronger-than-expected performances in the first half.
In contrast to HP Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPQ#NYSE">HPQ</a>) and Dell Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), the analyst sees Hewlett Packard Enterprise Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) and NetApp, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTAP#NASDAQ">NTAP</a>) as better situated to withstand anticipated headwinds in their upcoming earnings.
Also Read:<a href="https://www.benzinga.com/news/large-cap/25/05/45538647/accenture-dell-nvidia-deliver-on-premise-ai-solution-for-regulated-industries" target="_blank" rel="noreferrer noopener"> Accenture, Dell, NVIDIA Deliver On-Premise AI Solution For Regulated Industries</a>
The analyst anticipates that DELL&#8217;s demand drivers, particularly from less macro-sensitive AI spending and its stronger-than-expected AI market share, will effectively offset broader macroeconomic moderation as they look beyond the immediate quarterly results. 
Conversely, the analyst expects HPQ and HPE to be more sensitive to macro trends throughout the year. The analyst also notes that while NTAP shows greater resilience, its revenue upside is limited, as it relies on market share gains to counteract any macro weakness.
Here are the analyst&#8217;s take on some key hardware stocks:
Dell Technologies Inc.: The analyst reiterated the Overweight rating on the stock, raising the price <a href="https://www.benzinga.com/quote/DELL/analyst-ratings" target="_blank" rel="noreferrer noopener">forecast from $108 to $111</a>.
Chatterjee projects the upcoming first-quarter report to look solid on the surface, with strong PC and server demand boosting revenue and margins benefiting from a lower-than-expected mix of AI server sales. However, the analyst cautions that the tariff landscape remains a key concern.
Chatterjee writes that this issue will likely be reflected in second-quarter guidance and possibly in the fiscal 2026 outlook, as the company&#8217;s current baseline assumes higher tariff levels than previously expected, even with reciprocal tariff pauses in place.
The analyst projects revenue of $23.6 billion, reflecting a 6% year-over-year increase. He also predicts gross margins to come in at 22.5%, with operating margins forecasted at 7.9%, pointing to modest strength in profitability metrics.
Hewlett Packard Enterprise Company: Chatterjee sees the stock as the most favorably positioned among hardware <a href="https://www.benzinga.com/quote/HPE/analyst-ratings" target="_blank" rel="noreferrer noopener">names going into earnings, at least on a near-term basis</a>.
The analyst notes that the company&#8217;s guidance already factors in a slowdown in AI server revenue and assumes a higher tariff burden than peers.
Additionally, he highlights potential upside from stronger networking demand, supported by recent positive results from companies like Cisco Systems, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), Extreme Networks, Inc., and Juniper Networks, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNPR#NYSE">JNPR</a>).
Chatterjee estimates revenue at $32.4 billion, reflecting 8% year-over-year growth. He forecasts gross margins at 28.7% and operating margins at 9.5%.
HP Inc.: Per the analyst, the company is in a strong position to post a solid second-quarter result, supported by stronger-than-expected revenue as PC demand was likely pulled <a target="_blank" href="https://www.benzinga.com/quote/HPQ/analyst-ratings" rel="noreferrer noopener">forward ahead of potential tariff-driven price hikes</a>.
Chatterjee notes that this comes with limited margin pressure, helped by delayed policy effects, inventory management, and other mitigating factors.
However, he cautions that macroeconomic uncertainty could limit how much of these near-term gains carry into future quarters, as the company faces two key challenges: navigating higher tariffs than previously guided for and uncertainty around PC demand in the second half of fiscal 2025 following earlier-than-usual buying.
The analyst reiterated the Overweight rating on the stock, raising the price forecast from $29 to $30.
NetApp, Inc.: The analyst expects NetApp to see stable demand, supported by new product launches and delayed deals from the previous quarter, leading to a slight revenue beat in F4Q25E. However, FY26 revenue growth is projected to be in the low-to-mid single digits, below long-term averages, due to a muted macro environment and U.S. Public Sector headwinds.
Despite this, EPS is anticipated to exceed consensus due to resilient gross margins (improved product margins and higher Public Cloud revenue mix) and better operating discipline. This positive outlook is expected to drive NTAP&#8217;s valuation multiple back to recent year averages (14x-15x) from the current 13x.
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CSCO

DELL

JNPR

NTAP

Hewlett Packard, NetApp Better Positioned To Sidestep Tariff Headwinds Ahead of Earnings: Analyst

NVDA

CNBC Halftime Report Final Trades: NVDIA, Cisco Systems, Rio Tinto, Chipotle Mexican Grill

OpenAI,&nbsp;Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>),&nbsp;Nvidia&nbsp;Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Cisco Systems, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), SoftBank Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>), and Group 42 Holding announced their <a target="_blank" href="https://www.benzinga.com/topic/project-stargate" rel="noreferrer noopener">partnership to build</a> Stargate UAE on Thursday.
Stargate UAE is a next-generation AI infrastructure cluster that will run in the newly established 5-gigawatt UAE–U.S. AI Campus <a target="_blank" href="https://group.softbank/en/news/press/20250522" rel="noreferrer noopener">in Abu Dhabi</a>.
G42 will build Stargate UAE, a 1-gigawatt compute cluster, and OpenAI and Oracle will operate it.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/05/45389466/softbank-books-3-6-billion-profit-on-arm-bytedance-gains-while-ai-bets-face-trade-policy-hurdles" rel="noreferrer noopener">SoftBank Books $3.6 Billion Profit On Arm, ByteDance Gains While AI Bets Face Trade Policy Hurdles</a>
The collaboration will also include Cisco, offering its zero-trust security and AI-ready connectivity, SoftBank Group, and Nvidia, which will supply the latest Nvidia Grace Blackwell GB300 systems.
The first 200-megawatt AI cluster will likely go live in 2026. Stargate UAE will accelerate scientific discovery and drive innovation across industries ranging from healthcare and energy to finance and transportation, fueling future economic growth and national development.
The full UAE–U.S. AI infrastructure campus, which spans 10 square miles, is the largest such deployment outside the U.S. It will provide 5 gigawatts of AI data center capacity and regional compute resources.
The facility will be powered by nuclear, solar, and natural gas to minimize carbon emissions. It will also house a science park driving innovation, talent development, and sustainable compute infrastructure.
Jensen Huang, founder and CEO of Nvidia, said, &#8220;AI is the most transformative force of our time. With Stargate UAE, we are building the AI infrastructure to power the country&#8217;s bold vision – to empower its people, grow its economy, and shape its future.&#8221;
Chuck Robbins, chair and CEO of Cisco, said, &#8220;Cisco is proud to join Stargate UAE to advance groundbreaking AI innovation in the UAE and around the world. By embedding our secure AI-optimized networking fabric for this international deployment, we&#8217;re building smart, secure and energy-efficient networks that will turn intelligence into impact at global scale.&#8221;
&#8220;By establishing the world&#8217;s first Stargate outside of the U.S. in the UAE, we&#8217;re transforming a bold vision into reality. This is the first major milestone in our OpenAI for Countries initiative, our effort to work with allies and partners to build AI infrastructure around the world. It&#8217;s a step toward ensuring some of this era&#8217;s most important breakthroughs, safer medicines, personalized learning, and modernized energy, can emerge from more places and benefit the world,&#8221; Sam Altman, co-founder and CEO of OpenAI stated.
A <a target="_blank" href="https://www.benzinga.com/media/25/04/44873349/openai-and-softbanks-stargate-considers-major-uk-investment-to-fuel-ai-growth" rel="noreferrer noopener">report in April</a> indicated that Stargate&nbsp;is weighing a&nbsp;future investment in&nbsp;the U.K. to build the global infrastructure needed to support advanced artificial intelligence models.
The&nbsp;OpenAI&nbsp;and&nbsp;SoftBank-backed AI infrastructure joint venture is raising $100 billion in investment in AI infrastructure projects, which could reach $500 billion over the next four years.&nbsp;
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Photo by Gorodenkoff via Shutterstock

ORCL

SFTBF

SFTBY

Tech Titans Unite For Stargate UAE In AI Venture

CORRECTION: Cisco Joins Stargate UAE Initiative Was Announced Earlier

<a href="https://openai.com/index/introducing-stargate-uae/" title="https://openai.com/index/introducing-stargate-uae/">https://openai.com/index/introducing-stargate-uae/</a>

Macro Economic Events

Global

Economics

MSFT

'G42, OpenAI, Oracle, Nvidia, Softbank Group And Cisco Today Announced Their Partnership To Build Stargate UAE' - OpenAI

Investors with a lot of money to spend have taken a bullish stance on Cisco Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with CSCO, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 8 uncommon options trades for Cisco Systems.
This isn't normal.
The overall sentiment of these big-money traders is split between 62% bullish and 12%, bearish.
Out of all of the special options we uncovered, 3 are puts, for a total amount of $134,380, and 5 are calls, for a total amount of $202,500.
<h3>Predicted Price Range</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $50.0 and $65.0 for Cisco Systems, spanning the last three months.
<h3>Analyzing Volume &amp; Open Interest</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Cisco Systems's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Cisco Systems's whale activity within a strike price range from $50.0 to $65.0 in the last 30 days. 
<h3>Cisco Systems Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747846935_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$15.1</td>
<td>$14.65</td>
<td>$15.0</td>
<td>$50.00</td>
<td>$60.0K</td>
<td>2.7K</td>
<td align="right">40</td>
</tr>
<tr>
<td>CSCO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$6.4</td>
<td>$6.25</td>
<td>$6.25</td>
<td>$65.00</td>
<td>$57.5K</td>
<td>418</td>
<td align="right">234</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$15.15</td>
<td>$15.0</td>
<td>$15.12</td>
<td>$50.00</td>
<td>$45.3K</td>
<td>2.7K</td>
<td align="right">70</td>
</tr>
<tr>
<td>CSCO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$6.4</td>
<td>$6.25</td>
<td>$6.25</td>
<td>$65.00</td>
<td>$40.6K</td>
<td>418</td>
<td align="right">234</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>05/23/25</td>
<td>$2.6</td>
<td>$2.45</td>
<td>$2.52</td>
<td>$61.00</td>
<td>$37.7K</td>
<td>4.6K</td>
<td align="right">176</td>
</tr>
</tbody>
</table>

<h3>About Cisco Systems</h3>
Cisco Systems is the largest provider of networking equipment in the world and one of the largest software companies in the world. Its largest businesses are selling networking hardware and software (where it has leading market shares) and cybersecurity software such as firewalls. It also has collaboration products, like its Webex suite, and observability tools. It primarily outsources its manufacturing to third parties and has a large sales and marketing staff—25,000 strong across 90 countries. Overall, Cisco employs 80,000 people and sells its products globally.
<h3>Cisco Systems's Current Market Status</h3>
<ul>
<li>With a trading volume of 5,285,535, the price of CSCO is up by 0.62%, reaching $63.81.</li>
<li>Current RSI values indicate that the stock is may be overbought.</li>
<li>Next earnings report is scheduled for 84 days from now.</li>
</ul>
<h3>Expert Opinions on Cisco Systems</h3>
In the last month, 5 experts released ratings on this stock with an average target price of $69.2.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Wells Fargo upgraded its action to Overweight with a price target of $75. 
&#x2A; Maintaining their stance, an analyst from Morgan Stanley continues to hold a Overweight rating for Cisco Systems, targeting a price of $67. 
&#x2A; An analyst from Citigroup persists with their Buy rating on Cisco Systems, maintaining a target price of $71. 
&#x2A; An analyst from Evercore ISI Group persists with their Outperform rating on Cisco Systems, maintaining a target price of $67. 
&#x2A; An analyst from Barclays has decided to maintain their Equal-Weight rating on Cisco Systems, which currently sits at a price target of $66. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Cisco Systems with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Options

A Closer Look at Cisco Systems's Options Market Dynamics

As the investing universe is hot on the trail of AI unicorns and meme-driven moonshots, there&#8217;s a more subtle approach quietly making investors millionaires — one dividend check at a time. 
<a href="https://www.benzinga.com/etfs">Dividend growth investing</a> isn&#8217;t glamorous. It won&#8217;t illuminate Reddit forums or fuel CNBC arguments. But for investors intent on creating lasting, long-term wealth, especially for retirement, it could be the wisest thing you can do.
Individual dividend stocks may be temperamental. Earnings misses, company-specific risk or dividend reductions can upset your income stream. ETFs, however, package up several dividend-growing companies, spreading out risk and leveling out returns. And when it comes to getting dividend growth done correctly, the Schwab U.S. Dividend Equity ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCHD#NYSE">SCHD</a>) is at the front of the line.
Also Read: <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/05/45528747/this-corner-of-the-etf-market-is-about-to-explode-to-2-trillion">This Corner Of The ETF Market Is About To Explode To $2 Trillion</a>
<h1 class="wp-block-heading">The Case For Dividend Growth</h1>
Dividend growth investing targets those companies that steadily grow their payments year in and year out. It&#8217;s not merely about receiving yield, it&#8217;s about seeing that yield build as your investment quietly grows in the background.
In the long term, this strategy provides a unique trifecta: increasing income, appreciation in capital and reduced volatility versus non-dividend stocks. Even better, it provides protection against inflation, which makes it perfect for long-term financial objectives such as retirement.
<h1 class="wp-block-heading">SCHD: The MVP Of Dividend Growth ETFs</h1>
Among the expanding world of dividend-oriented ETFs, SCHD is a standout with its steadiness and resilience in the face of a burst of newer arrivals and market phenomena like stock splits.
Dividend Yield: 3.9%
Expense Ratio: A mere 0.06%
Top Holdings: Coca-Cola Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>), Home Depot Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>), Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), and Lockheed Martin Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>).
SCHD follows the Dow Jones U.S. Dividend 100 Index, choosing only those companies with no less than 10 years of dividend increases, solid financials, and compelling yields.
Its quality-control focus, such as return on equity (average 29%) provides an extra layer of protection during downturns. And with a sector breakdown divided among energy (21%), consumer staples (19%), and healthcare (16%), SCHD balances growth with resilience.
<h1 class="wp-block-heading">Is There A Catch?</h1>
Naturally, even SCHD isn&#8217;t bulletproof.
Its concentration risk is something to consider. Its top 10 holdings <a href="https://www.schwabassetmanagement.com/products/schd">constitute </a>4% of the fund on an average. While not a cause for concern, it may make risk-averse investors consider more diversified ETFs like the Vanguard Dividend Appreciation ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VIG#NYSE">VIG</a>), though it provides slightly less yield at 1.8%.
And then there&#8217;s the macro risk: economic slowdowns might pinch earnings and, by proxy, dividend increases. But SCHD&#8217;s concentration in solidly financed firms puts it in a better position to weather any softening than the typical fund.
<h1 class="wp-block-heading">Final Thoughts: Boring Is Beautiful</h1>
SCHD isn&#8217;t a roller coaster, but it&#8217;s not meant to be. It&#8217;s the workhorse of your financial stable.
For investors who want long-term compounding, increasing income, and an element of protection from chaos, SCHD is as close as the market comes to a &#8220;set it and semi-forget it&#8221; strategy.
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Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/g45486582/nvidia-powers-humanoid-robot-industry-with-cloud-to-robot-computing-platforms-for-physical-ai" rel="noreferrer noopener">on Monday announced</a>&nbsp;Nvidia Isaac GR00T N1.5, the first update to Nvidia&#8217;s open, generalized, fully customizable foundation model for humanoid reasoning and skills; Nvidia Isaac GR00T-Dreams, a blueprint for generating synthetic motion data; and Nvidia Blackwell systems to accelerate humanoid robot development.
Humanoid and robotics developers Agility Robotics, Boston Dynamics, and XPENG Robotics are adopting&nbsp;Nvidia Isaac platform technologies&nbsp;to advance&nbsp;humanoid robot&nbsp;development and deployment.
Nvidia CEO Jensen Huang expects physical AI and robotics to bring about the next industrial revolution.
Also Read: <a href="https://www.benzinga.com/government/regulations/25/05/45441791/nvidia-scores-big-as-trump-brokers-major-ai-export-pact-with-uae-and-us-tech-giants" target="_blank" rel="noreferrer noopener">Nvidia Scores Big As Trump Brokers Major AI Export Pact With UAE and US Tech Giants</a>
He added that Nvidia provides building blocks for every stage of the robotics development journey, from AI brains for robots to simulated worlds to practice in or AI supercomputers for training foundation models.
Global systems manufacturers are building&nbsp;Nvidia RTX PRO 6000&nbsp;workstations and servers, offering a single architecture to easily run every robot development workload across training, synthetic data generation, robot learning, and simulation.
Cisco Systems, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), Dell Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), Hewlett Packard Enterprise (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>), Lenovo (OTC:<a class="ticker" href="https://www.benzinga.com/stock/LNVGY#OTC">LNVGY</a>), and Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) announced Nvidia RTX PRO-powered servers, and Dell Technologies, HPI, and Lenovo announced&nbsp;Nvidia RTX PRO 6000 Blackwell-powered workstations.
Nvidia also <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/g45486626/nvidia-powers-worlds-largest-quantum-research-supercomputer" rel="noreferrer noopener">announced the opening</a> of the Global Research and Development Center for Business by Quantum-AI Technology (G-QuAT), which hosts an ABCI-Q research supercomputer dedicated to quantum computing.
Delivered by Japan&#8217;s National Institute of Advanced Industrial Science and Technology (AIST), the ABCI-Q supercomputer features 2,020&nbsp;Nvidia H100 GPUs&nbsp;interconnected by the&nbsp;Nvidia Quantum-2 InfiniBand&nbsp;networking platform.
The system is integrated with&nbsp;Nvidia CUDA-Q, an open-source hybrid computing platform for orchestrating the hardware and software needed to run practical, massive-scale quantum computing applications.
ABCI-Q&#8217;s AI supercomputing is integrated with a superconducting qubit processor by Fujitsu, a neutral atom quantum processor by QuEra, and a photonic processor by&nbsp;OptQC, enabling hybrid quantum-GPU workloads across multiple qubit modalities.
Piper Sandler analyst Harsh Kumar has projected a <a target="_blank" href="https://www.benzinga.com/markets/25/05/45218613/nvidia-risks-losing-up-to-10-billion-in-annual-data-center-revenue-amid-capex-slowdown-china-decoupling-warns-analyst" rel="noreferrer noopener">potential data center</a> annual revenue loss of $9.8 billion for&nbsp;Nvidia due to a slowdown in capital expenditure (capex) and an ongoing decoupling from China.
Nvidia previously stated it anticipates taking charges of up to $5.5 billion in fiscal first-quarter 2026 tied to its China-specific H20 GPU.
After the Trump administration imposed curbs on H20 AI chips, CEO Jensen Huang traveled to Beijing to meet Chinese officials.
Price Actions: Nvidia stock is down 2.85% at $131.54 premarket at the last check on Monday.
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Image: Shutterstock

LNVGY

SMCI

Nvidia Unveils AI Tools For Humanoid Robots, Launches Quantum-AI Supercomputer To Drive Next Tech Era

On CNBC's &#8220;Mad Money Lightning Round,&#8221; Jim Cramer said Archer Aviation Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACHR#NYSE">ACHR</a>) is a &#8220;bridge <a href="https://www.benzinga.com/quote/ACHR/earnings">too far&#8221; for him</a>.
On the earnings front, Archer Aviation, on May 12, reported a first-quarter loss of 17 cents per share, beating analyst estimates for a loss of 28 cents per share, according to Benzinga Pro.
Universal Technical Institute, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UTI#NYSE">UTI</a>) can &#8220;continue to go higher because it fits the thesis of what we expect in an era of AI and the need to be on your game in non-AI jobs,&#8221; Cramer said.
Supporting his view, Universal Technical Institute, on May 7, reported better-than-expected second-quarter financial results and raised its FY25 sales guidance above estimates.
When asked about Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>), Cramer recommended going with Cisco Systems, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), which is a &#8220;much cheaper&#8221; stock.
Supporting his view, Arista Networks, on May 6, reported a first-quarter sales miss.
Cramer recommended to &#8220;ring the register&#8221; on some Sezzle Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEZL#NASDAQ">SEZL</a>) as it has gotten a &#8220;little too hot.&#8221;
On the earnings front, Sezzle reported better-than-expected first-quarter financial results and raised its FY25 guidance on May 8.
When asked about Rocket Lab USA, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>), he said, &#8220;I was skeptical, but so many companies need to put up rockets, I think it's actually a decent story.&#8221;
Rocket Lab announced on May 14 that it successfully returned its Pioneer spacecraft supporting Varda Space Industries' capsule to Earth.
&#8220;Normally it would be good to have the analytics involving commercial real estate, but right now commercial real estate is not doing well in this country,&#8221; Cramer said when asked about CoStar Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSGP#NASDAQ">CSGP</a>). &#8220;It does make money, though, but it's not for me.&#8221;
On April 29, CoStar Group reported a first-quarter adjusted EPS miss and issued second-quarter revenue guidance below estimates.
Viper Energy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VNOM#NASDAQ">VNOM</a>) is &#8220;not my cup of tea,&#8221; Cramer said.
Supporting his view, Viper Energy posted weaker-than-expected sales for the first quarter on May 5.
When asked about Fiserv, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FI#NYSE">FI</a>), he said, &#8220;This was just a disaster, and I've got to know more because I don't like what I'm hearing.&#8221;
As per the recent news, Fiserv, on May 6, named Michael Lyons as CEO.
Price Action:
<ul class="wp-block-list">
<li>Universal Technical Institute shares gained 2.6% to settle at $34.62 on Friday.</li>
<li>Sezzle shares rose 4.1% to close at $93.79 during the session.</li>
<li>CoStar shares gained 1.2% to settle at $76.99.</li>
<li>Arista Networks shares rose 0.4% to close at $96.42.</li>
<li>Fiserv shares rose 4.7% to close at $166.66.</li>
<li>Viper Energy shares gained 0.6% to close at $41.36 on Friday.</li>
<li>Rocket Lab shares rose 1.4% to settle at $25.57.</li>
<li>Archer Aviation shares jumped 9.1% to close at $13.30.</li>
</ul>
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/05/45466849/top-3-consumer-stocks-that-may-fall-off-a-cliff-in-q2">Top 3 Consumer Stocks That May Fall Off A Cliff In Q2</a></li>
</ul>
Photo: Shutterstock

ACHR

ANET

CSGP

RKLB

SEZL

VNOM

Jim Cramer Was 'Skeptical' Of Rocket Lab, Now Says 'It's Actually A Decent Story'

The Trump administration has intensified its critique of Europe's digital regulations, asserting that they pose a risk to free speech <a href="https://www.benzinga.com/25/05/45466937/us-targets-european-digital-rules-in-free-speech-campaign-defending-american-big-tech" target="_blank" rel="noreferrer noopener">and American commercial interests</a>.
The Trump administration forged a preliminary deal with the United Arab Emirates involving importing 500,000 of&nbsp;Nvidia Inc.'s&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) <a href="https://www.benzinga.com/government/regulations/25/05/45441791/nvidia-scores-big-as-trump-brokers-major-ai-export-pact-with-uae-and-us-tech-giants" target="_blank" rel="noreferrer noopener">advanced AI chips&nbsp;annually</a>.
Senate Minority Leader&nbsp;Chuck Schumer&nbsp;(D-N.Y.) warned that President&nbsp;Donald Trump&#8217;s&nbsp;support for exporting sensitive U.S. artificial intelligence chip&nbsp;technology to <a target="_blank" href="https://www.benzinga.com/25/05/45459318/chuck-schumer-blasts-trump-for-backing-ai-chip-sales-to-saudi-arabia-uae-warns-deal-risks-us-tech-secrets-falling-into-chinas-hands" rel="noreferrer noopener">Persian Gulf allies&nbsp;could benefit China</a>.
Automobiles &amp; EV
Future Fund LLC&#8216;s&nbsp;Gary Black&nbsp;believes&nbsp;Tesla Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) as well as&nbsp;Uber Technologies Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) will benefit from increased EV adoption as well as <a href="https://www.benzinga.com/markets/equities/25/05/45341220/top-bull-gary-black-shares-why-he-is-holding-on-to-uber-and-tsla-our-investment-thesis-on" target="_blank" rel="noreferrer noopener">growth in Autonomous Driving</a>.
Uber announced it has partnered with peer-to-peer car-sharing company&nbsp;Turo&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TURO#NYSE">TURO</a>) to upgrade the&nbsp;Uber Rent <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45450623/whats-going-on-with-uber-stock-on-thursday" target="_blank" rel="noreferrer noopener">experience for users in the U.S</a>.
Future Fund LLC&#8217;s managing director,&nbsp;Gary Black,&nbsp;has shared his thoughts on&nbsp;Pony AI&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PONY#NASDAQ">PONY</a>)&nbsp;stock as the Chinese AV company gears up for the quarterly results slated <a href="https://www.benzinga.com/tech/25/05/45345942/gary-black-weighs-in-on-pony-ais-growth-ahead-of-earnings-report-a-recently-announced-partnership-with-uber" target="_blank" rel="noreferrer noopener">to be released next Tuesday</a>.
Tesla has touted the company&#8217;s FSD (Full Self-Driving) technology ahead of next month&#8217;s <a target="_blank" href="https://www.benzinga.com/tech/25/05/45342188/elon-musks-tesla-teases-fsd-capabilities-ahead-of-june-robotaxi-event" rel="noreferrer noopener">Robotaxi launch in Austin, Texas</a>.
Tesla battery supplier&nbsp;Contemporary Amperex Technologies Co. Ltd., plans to raise over $4 billion through a stock listing <a target="_blank" href="https://www.benzinga.com/25/05/45343633/tesla-battery-supplier-catl-to-raise-4-billion-through-hong-kong-listing-report" rel="noreferrer noopener">on Hong Kong&#8217;s stock exchange</a>.
Technology &amp; Telecommunications
Cisco (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) reported quarterly earnings of 96 cents per share, which beat the analyst consensus estimate of 92 cents and revenue of $14.15 billion, which beat the <a href="https://www.benzinga.com/news/earnings/25/05/45422303/cisco-shares-climb-after-q3-eps-revenue-beat-estimates-details" target="_blank" rel="noreferrer noopener">Street estimate of $14.08 billion</a>.
Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>)&nbsp;launched the&nbsp;Galaxy S25 Edge, a 5.8 mm-thin, 163-gram smartphone, just four months after unveiling <a href="https://www.benzinga.com/25/05/45366293/samsung-unveils-ultra-thin-galaxy-s25-edge-in-surprise-launch-amid-slowing-demand-and-tariff-uncertainty-apple-reportedly-plans-to-catch-up-in-september" target="_blank" rel="noreferrer noopener">the rest of the S25 series</a>.
Nvidia is reportedly expanding its research footprint in China with a new Shanghai-based R&amp;D center, signaling a strategic push to retain AI dominance in the region <a href="https://www.benzinga.com/media/25/05/45460918/jensen-huang-led-nvidia-plans-new-shanghai-research-hub-to-stay-competitive-in-china-as-us-export-curbs-threaten-ai-chip-sales-report" target="_blank" rel="noreferrer noopener">amid tightening U.S. export restrictions</a>.
Broadcom Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) announced significant advancements&nbsp;in its co-packaged optics (CPO) technology on Thursday, with the launch of its third-generation 200G per lane <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45448759/broadcom-unveils-next-gen-optical-chip-tech-to-power-ai-data-centers" target="_blank" rel="noreferrer noopener">(200G/lane) CPO product line</a>.
Sony&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>) launched on Thursday an upgrade&nbsp;for its wireless noise-cancelling <a href="https://www.benzinga.com/media/25/05/45469713/sonys-new-wh-1000xm6-headphones-use-ai-to-adapt-sound-in-real-time-heres-whats-new" target="_blank" rel="noreferrer noopener">headphones,&nbsp;called the WH-1000XM6</a>.
Smartphones
Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is reportedly developing a new artificial intelligence-powered <a href="https://www.benzinga.com/25/05/45367075/apple-reportedly-leans-on-ai-to-solve-iphone-battery-woes-in-ios-19-update-ahead-of-thinner-iphone-17-launch-this-fall" target="_blank" rel="noreferrer noopener">battery optimization tool for</a><a href="https://www.benzinga.com/25/05/45367075/apple-reportedly-leans-on-ai-to-solve-iphone-battery-woes-in-ios-19-update-ahead-of-thinner-iphone-17-launch-this-fall" target="_blank" rel="noreferrer noopener">&nbsp;iOS 19</a>.
Apple has reassured the Indian government of its commitment to continue&nbsp;using India as a major&nbsp;manufacturing base. This assurance comes despite Trump's recent remarks, with government sources emphasizing that there is "no change" <a target="_blank" href="https://www.benzinga.com/markets/25/05/45462006/no-change-in-apples-production-plans-says-india-despite-trumps-little-problem-with-ceo-tim-cook-report" rel="noreferrer noopener">in Apple's investment plans in India</a>.
Also Read:<a target="_blank" href="https://www.benzinga.com/25/05/45339953/apple-exec-says-iphone-users-are-ditching-google-search-now-chamath-palihaptiya-urges-the-tech-giant-to-stop-waiting-for-data-and-start-fighting-models-like-chatgpt" rel="noreferrer noopener"> </a><a target="_blank" href="https://www.benzinga.com/25/05/45339953/apple-exec-says-iphone-users-are-ditching-google-search-now-chamath-palihaptiya-urges-the-tech-giant-to-stop-waiting-for-data-and-start-fighting-models-like-chatgpt" rel="noreferrer noopener">Apple Executive Says iPhone Users Are Ditching Google — Now Chamath Palihaptiya Urges The Search Giant To Stop Waiting For Data And Start Fighting Models Like ChatGPT</a>
Image: Shutterstock/Hepha1st0s

Large Cap

AAPL

AVGO

PONY

Sony Group Corporation American Depositary Shares

SONY

SSNLF

TSLA

TURO

UBER

Consumer Tech News (May 12-May16): Trump's Europe Critique Intensifies, UAE Gets Nvidia AI Chips, Apple To Stay In India & More

<a href="https://www.bloomberg.com/news/articles/2025-05-16/openai-to-help-uae-develop-one-of-world-s-biggest-data-centers" title="https://www.bloomberg.com/news/articles/2025-05-16/openai-to-help-uae-develop-one-of-world-s-biggest-data-centers">https://www.bloomberg.com/news/articles/2025-05-16/openai-to-help-uae-develop-one-of-world-s-biggest-data-centers</a>

Politics

'OpenAI To Help UAE Develop One Of World's Biggest Data Centers' - Bloomberg News

TRGP

Live On CNBC, Kevin Simpson Announces Bought More Of The Coca-Cola Company; Bought More Cisco Systems; Sold Targa Resources

In the current session, the stock is trading at $64.19, after a 4.73% spike. Over the past month, Cisco Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) stock increased by 15.24%, and in the past year, by 33.40%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.

<img src="https://www.benzinga.com/files/images/story/2025/1747342821_0.png" alt="Past Year Chart" />

<h3>A Look at Cisco Systems P/E Relative to Its Competitors</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
Compared to the aggregate P/E ratio of the 89.77 in the Communications Equipment industry, Cisco Systems Inc. has a lower P/E ratio of 26.88. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1747342821_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

P/E Ratio Insights for Cisco Systems

Shares of Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) were climbing in early trading on Thursday, after the company Wednesday reported its <a href="https://www.benzinga.com/news/earnings/25/05/45422303/cisco-shares-climb-after-q3-eps-revenue-beat-estimates-details">fiscal third-quarter results</a>.
The announcement came amid an <a href="https://www.benzinga.com/earnings">exciting earnings season</a>. Here are some key analyst takeaways.
Rosenblatt Securities On Cisco Systems
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/628b6bab3547bd000104dc00/mike-genovese">Analyst Mike Genovese</a> reaffirmed a Buy rating, while raising the price target from $63 to $74.
Cisco Systems reported revenues and earnings of $14.15 billion and 96 cents per share, ahead of estimates, with the outperformance being driven by networking, Genovese said in the note. Gross margins were also better than expected, with a lower-than-expected tariff impact, higher productivity and Splunk margin expansion, he added.
The midpoint of the fourth-quarter revenue guidance came in at $14.60 billion, around $200 million higher than expected, the analyst stated. Cisco Systems is outperforming peer Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) in the AI cycle, as "it has become more responsive to Hyper Scale customer needs," he further wrote.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Goldman Sachs On Cisco Systems
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5a1c4e20efacff00015a984c/michael-ng">Analyst Michael Ng</a> maintained a Neutral rating and price target of $63.
Networking and Collaboration revenue came in higher than expected, more than offsetting the miss in Security, Ng said. Cisco Systems recorded webscale AI orders of more than $600 million, accelerating from $350 million in the previous quarter, he added.
Enterprise orders grew by 22%, driven by Splunk, the analyst stated. "Tariff headwinds were more moderate than expected given the pause in reciprocal tariffs and semiconductor &amp; select product exemptions," he further wrote.
CSCO Price Action: Shares of Cisco Systems had risen by 5.74% to $64.81 at the time of publication on Thursday.
Read More: <a href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45262278/under-armour-faces-tough-road-ahead-says-analyst">&nbsp;Cisco Is Targeting A Multi-Billion-Dollar Security Shake-Up—And It Starts With Killing The Firewall</a>
Photo: Shutterstock

Earnings Beats

Movers

Cisco Systems Posts Q3 Beat; Is Outperforming Arista Networks In The AI Cycle, Analysts Say

U.S. stocks traded mixed Thursday, with major indices posting timid midday gains as investors digested fresh economic data revealing signs of consumer strain and disinflationary pressure stemming <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45435725/tariffs-slow-retail-spending-as-producer-prices-post-sharpest-drop-since-2020">from April's tariff escalation.</a>
Retail sales rose just 0.1% in April, slightly above flat expectations, but core retail sales—a category tied more closely to GDP—fell 0.3%, signaling weakening underlying consumption.
Producer prices contracted by 0.5% month-over-month, defying forecasts for an increase and marking the steepest drop since April 2020. 
Defensive sectors outperformed, with consumer staples and utilities leading gains, reflecting a cautious market tone.
In tech, semiconductor stocks—tracked by the iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>)—edged down 0.4%, pulling back after a three-day rally sparked by the U.S.-China trade truce.
Oil prices slid 2.2%, with WTI light crude falling to $61 per barrel. Gold climbed 1.4% to above $3,200 per ounce, paring weekly losses amid renewed demand for inflation hedges.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) was little changed, hovering around $103,436, continuing to trade in a narrow range since last Friday.
<h3 class="wp-block-heading">Thursday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices </td>
<td>Price</td>
<td>1-day %Chg</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,914.04</td>
<td>+0.3%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>42,202.33</td>
<td>+0.3%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>21,392.27</td>
<td>+0.3%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,088.09</td>
<td>+0.2%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:45 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) inched 0.3% up to $589.95.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) rose 0.4% to $422.17.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;rose 0.5% to $471.29.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) rose 0.3% to $207.50.</li>
<li>The&nbsp;Utilities&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>) outperformed, up 1.5%; the&nbsp;Energy&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) lagged, down 0.5%.</li>
</ul>
<h3 class="wp-block-heading">Thursday&#8217;s Stock Movers</h3>
<ul class="wp-block-list">
<li>UnitedHealth Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) plunged more than 15% following reports that the Justice Department is conducting a criminal investigation into possible Medicare fraud involving the company. The company&#8217;s shares slump since April 15 has now extended to 56%, marking the worst 21-session drop in the company&#8217;s history.</li>
<li>Walmart Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) eased 0.5%, despite beating quarterly earnings estimates as the retail giant warned about higher prices later this month due to tariffs.</li>
<li>Cisco Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) soared nearly 6% after smashing earnings estimates in Q1. </li>
<li>Dicks Sporting Goods Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DKS#NYSE">DKS</a>) sunk 15% after announcing the acquisition of Foot Locker Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FL#NYSE">FL</a>) for an equity value of $2.4 billion. Shares of Foot Locker Inc. skyrocketed 85%, recording their biggest one-day rise since the company went public in 1968. </li>
<li>Companies slated to report earnings after the close are Applied Materials Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>) and Take Two Interactive Software Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTWO#NASDAQ">TTWO</a>)</li>
</ul>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/general/biotech/25/05/45438765/why-pfizer-is-poised-for-a-strong-comeback-my-top-pick-for-2025">Why Pfizer Is Poised For A Strong Comeback: My Top Pick For 2025 </a></li>
</ul>
Image created using artificial intelligence via Midjourney.

Government

Regulations

Broad U.S. Equity ETFs

Econ #s

$BTC

AMAT

SPDR Dow Jones Industrial Average ETF Trust

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

TTWO

Select Sector SPDR-Consumer Discretionary

Wall Street Wavers As UNH Tumbles, Foot Locker Soars: What's Driving Markets Thursday?

Live On CNBC, Jim Lebenthal Announces Bought More Cisco Systems

Piper Sandler analyst James Fish maintains Cisco Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) with a Neutral and raises the price target from $60 to $64.

Piper Sandler Maintains Neutral on Cisco Systems, Raises Price Target to $64

Citigroup analyst Atif Malik maintains Cisco Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) with a Buy and raises the price target from $68 to $71.

Citigroup Maintains Buy on Cisco Systems, Raises Price Target to $71

Morgan Stanley analyst Meta Marshall maintains Cisco Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) with a Overweight and raises the price target from $65 to $67.

Morgan Stanley Maintains Overweight on Cisco Systems, Raises Price Target to $67

U.S. stocks were lower, with the Nasdaq Composite falling around 100 points on Thursday.
Shares of Deere &amp; Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DE#NYSE">DE</a>) rose sharply during Wednesday's session following better-than-<a href="https://www.benzinga.com/quote/DE/earnings">expected quarterly results.</a>
Deere posted quarterly earnings of $6.64 per share, beating market estimates of $5.59 per share. The company's quarterly sales came in at $12.76 billion versus expectations of $10.79 billion.
Deere shares jumped 4.9% to $521.76 on Thursday.
Here are some other big stocks recording gains in today&#8217;s session.
<ul class="wp-block-list">
<li>Foot Locker, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FL#NYSE">FL</a>) shares gained 82.7% to $23.51 after DICK&#8217;s Sporting Goods agreed to acquire the company. Also, the company issued preliminary Q1 non-GAAP EPS results.</li>
<li>Ibotta, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBTA#NYSE">IBTA</a>) jumped 20.8% to $60.57 after the company reported better-than-expected first-quarter financial results and Needham raised its price target on the stock from $60 to $70.</li>
<li>Boot Barn Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BOOT#NYSE">BOOT</a>) gained 17% to $154.79 after the company issued first-quarter guidance with its midpoint above estimates and announced a $200 million share repurchase program.</li>
<li>DLocal Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLO#NASDAQ">DLO</a>) gained 15.7% to $11.79 after the company reported better-than-expected first-quarter EPS and sales.</li>
<li>NV5 Global, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVEE#NASDAQ">NVEE</a>) rose 15.4% to $21.76 after the company announced a merger agreement with Acuren.</li>
<li>Gaotu Techedu Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GOTU#NYSE">GOTU</a>) gained 15.3% to $4.38 after the company reported a year-over-year increase in first-quarter sales results.</li>
<li>Regencell Bioscience Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGC#NASDAQ">RGC</a>) rose 13.7% to $390.00.</li>
<li>VEON Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VEON#NASDAQ">VEON</a>) rose 13.3% to $55.46 after the company reported better-than-expected first-quarter EPS and sales.</li>
<li>NetEase, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTES#NASDAQ">NTES</a>) gained 13.1% to $121.13 after the company reported better-than-expected first-quarter earnings and sales.</li>
<li>Nextracker Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXT#NASDAQ">NXT</a>) rose 11.6% to $61.42 following upbeat quarterly results.</li>
<li>STERIS plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STE#NYSE">STE</a>) gained 7.8% to $245.31 following strong quarterly earnings.</li>
<li>Cisco Systems, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) jumped 5.7% to $64.81 after the company reported better-than-expected third-quarter financial results and raised its FY25 guidance.</li>
</ul>
Now Read This: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45405004/jim-cramer-sofi-goes-to-new-highs-recommends-not-buying-this-health-care-stock">Jim Cramer: SoFi Goes To &#8216;New Highs,&#8217; Recommends Not Buying This Health Care Stock</a> </li>
</ul>
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Earnings

BOOT

GSX Techedu Inc. American Depositary Shares

GOTU

IBTA

NTES

NVEE

VEON

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CISCO REPORTS THIRD QUARTER EARNINGS

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SANM

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CommScope Holding Company, Inc. - Common Stock

CommScope Holding Co

Digi Intl

Ericsson - American Depositary Shares each representing 1 underlying Class B share

Telefonaktiebolaget L M

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Harmonic

Juniper Networks

Lumentum Holdings

Mobilicom

Motorola Solutions

Nokia Corporation Sponsored American Depositary Shares

Nokia

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Netgear

Ribbon Communications Inc. - Common Stock

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SatixFy Communications Ltd. Ordinary Share

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Evercore ISI Group

Piper Sandler

Citigroup

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