Cisco Systems, Inc.
Cisco appears mainly as a historical comparison and as one of the AI infrastructure beneficiaries, rather than as the subject of a standalone company discussion. Gerard Minack noted Cisco had delivered two decades of double-digit EPS growth yet only recently regained its 2000 high, illustrating how a strong business can still be a poor investment after excessive valuation 2. Minack also grouped Cisco among companies with strong AI-related gains and valuations below the broader market 2, while Peter Schiff invoked Cisco’s dot-com-era vendor financing as a warning about whether AI-related earnings are durable 4.
Where the voices land
Nobody took a position in august 2026.
Mentions
4 in August 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- GoldRepublic Global 1 mention
- Guy Adami 1 mention
- Gerard Minack 1 mention
- Jack Farley 1 mention
- Dan Nathan 1 mention
- Grant Williams 1 mention
- Deiya Pernas 1 mention
- Dean Pernas 1 mention
See what your own voices say about Cisco Systems, Inc., every morning.
Start a desk