CSCO's AI Opportunity Gets Bigger Despite the Sell-Off

William Kerwin of Morningstar and Bob O’Donnell break down Cisco’s (CSCO) earnings, raised guidance and its roughly 6% post-report sell-off. They highlight growth in AI infrastructure and traditional networking, Cisco’s work with Nvidia (NVDA) on optical interconnects and why rising AI revenue could outweigh margin pressure. Kerwin also raises his fair value estimate to $120.

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