Cisco Systems, Inc. CSCO

In late September 2026, Bell Canada and Cisco announced a memorandum of understanding to build a sovereign AI infrastructure platform in Canada, combining Bell’s domestic data centres and networks with Cisco’s AI, security, observability, and Sovereign Critical Infrastructure technologies for customers with strict data residency and control needs. This move highlights how Cisco is trying to embed its AI-focused networking, security, and infrastructure stack into regulated markets where...

You probably think of Cisco Systems (CSCO) as an AI stock, a supplier of AI infrastructure to the hyperscalers. That business was only about 6% of Cisco's revenue in fiscal 2026. The rest includes networking and security products sold to enterprises and telcos. Cisco stock returned 61% over the past year. With AI that small a share of revenue, you are paying for growth across the whole company. How fast is Cisco's business outside AI set to grow.

A pullback just handed income investors a lower entry price than Cisco paid for its own shares, and the October record date is closing fast. Here is why this AI networking play keeps beating consumer staples for a dividend portfolio built around a rising quarterly check.

Arista Networks (ANET) stock costs 63.2 times earnings, against 21.9 for the S&P 500. You can be paid now to agree to buy the shares at a much lower price. So how much income can you earn this way, and would you be glad to own Arista at that price.

Most investors write off the Nasdaq-100 as a dividend wasteland, but a handful of its chip and networking giants have been quietly raising their payouts every single year while competitors chase hype cycles.

The number Dell Technologies (DELL) holders should watch most closely is its AI server revenue. Dell expects $74 billion from these servers in fiscal 2027, three times the year before. The stock returned 320% in the last twelve months, against 17.7% for the S&P 500. News reports tie Dell's rally in 2026 to its rise as one of the top sellers of Nvidia-based servers. So what might Dell stock investors be overlooking.

Cisco Systems (CSCO) stock returned 62% over the past 12 months (as of Ssptember 28, 2026). After that run, you pay 31.8 times its past year's earnings, against 22.1 for the S&P 500. At that price, the stock appears to assume growth that has not happened yet, so further upside would need something beyond that. So what could still surprise Cisco Systems investors on the upside.

Arista Networks (ANET) stock trades at 58.3 times its last twelve months of adjusted earnings, which add back stock-based pay after tax. That is a high price for one year of profit, and it is why the stock looks expensive. The picture changes against the profit forecast for this year and next. Here is that same share price, set against the profit Arista is forecast to earn in fiscal 2026 and fiscal 2027.

Cisco's survey exposes an operations bottleneck, but reported demand is not booked platform revenue.

Steve Eisman says the artificial intelligence boom is "for real," pointing to surging growth at Cisco Systems Inc. (NASDAQ:CSCO), but warns a price war with cheaper Chinese and open-weight models could test how long it lasts. "The question is how...

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Bell Canada (BCE) and Cisco (NASDAQ:CSCO) have signed a memorandum of understanding to collaborate on a sovereign artificial intelligence infrastructure offering for customers in Canada. The proposed offering will combine Bell’s Canadian data centre, network and operational capabilities with Cisco’s AI, security, observability, infrastructure monitoring and management technologies, including its Sovereign Critical Infrastructure portfolio.

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Bell Canada (TSX: BCE) (NYSE: BCE) and Cisco today announced a memorandum of understanding (MOU) to collaborate on a sovereign AI infrastructure offering for Canada, bringing together Bell's data centre, network and operations capabilities with Cisco's AI, security, observability, infrastructure monitoring and management, and Sovereign Critical Infrastructure technologies.

Boost ROI via partnerships, edge AI, acquisitions, regional sourcing, localized infrastructure and software optimization to reduce latency, costs and rollout delays.Dublin, Sept. 29, 2026 (GLOBE NEWSWIRE) -- "Hyperscale Edge Computing Market Report 2026" has been added to ResearchAndMarkets.com's offering. The global hyperscale edge computing market is experiencing exponential growth as enterprises increase investments in distributed infrastructure, real-time data processing and low-latency digi