http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Wed, 30 Sep 2026 15:00:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/New+Coverage/Bernstein+SocGen+Group+Starts+Cisco+%28CSCO%29+at+Market+Perform/27124163.html <p>Bernstein SocGen Group analyst Daniel Zhu initiates coverage on Cisco (NASDAQ: CSCO) with a Market Perform rating and a price target of $110.00.</p> <p>For an analyst ratings summary and ratings history on Cisco <a href="http://www.streetinsider.com/rating_history.php?q=CSCO">click here</a>. For more ratings news on Cisco <a href="http://www.streetinsider.com/stock_lookup_news.php?q=CSCO&amp;type=analyst">click here</a>.</p> <p>Shares of Cisco closed at $106.94 yesterday.</p> http://www.streetinsider.com/New+Coverage/Bernstein+SocGen+Group+Starts+Cisco+%28CSCO%29+at+Market+Perform/27124163.html Wed, 30 Sep 2026 03:33:50 -0400 CSCO http://www.streetinsider.com/Corporate+News/Bell+Canada+and+Cisco+sign+MOU+for+sovereign+AI+infrastructure/27117855.html <p>Bell Canada (NYSE: BCE) and Cisco announced a memorandum of understanding to collaborate on a sovereign AI infrastructure offering for Canada, combining Bell's data centre, network and operations capabilities with Cisco's AI, security, observability, infrastructure monitoring and management, and Sovereign Critical Infrastructure technologies.</p><p>The collaboration will focus on three areas: building a Canadian platform for sovereign AI, supporting modular AI infrastructure deployments, and developing flexible commercial models. Under the agreement, Bell and Cisco will assess how Cisco AI PODs architectures can be combined with Canadian infrastructure, connectivity and operations services, and will explore consumption models intended to let customers align costs http://www.streetinsider.com/Corporate+News/Bell+Canada+and+Cisco+sign+MOU+for+sovereign+AI+infrastructure/27117855.html Tue, 29 Sep 2026 08:05:43 -0400 BCE CSCO http://www.streetinsider.com/Hot+Corp.+News/Bell+Canada+and+Cisco+sign+MOU+for+sovereign+AI+infrastructure/27117855.html <p>Bell Canada (NYSE: BCE) and Cisco announced a memorandum of understanding to collaborate on a sovereign AI infrastructure offering for Canada, combining Bell's data centre, network and operations capabilities with Cisco's AI, security, observability, infrastructure monitoring and management, and Sovereign Critical Infrastructure technologies.</p><p>The collaboration will focus on three areas: building a Canadian platform for sovereign AI, supporting modular AI infrastructure deployments, and developing flexible commercial models. Under the agreement, Bell and Cisco will assess how Cisco AI PODs architectures can be combined with Canadian infrastructure, connectivity and operations services, and will explore consumption models intended to let customers align costs http://www.streetinsider.com/Hot+Corp.+News/Bell+Canada+and+Cisco+sign+MOU+for+sovereign+AI+infrastructure/27117855.html Tue, 29 Sep 2026 08:05:43 -0400 BCE CSCO http://www.streetinsider.com/Corporate+News/Bell+Canada+and+Cisco+sign+MOU+for+sovereign+AI+infrastructure/27117855.html <p>Bell Canada (NYSE: BCE) and Cisco announced a memorandum of understanding to collaborate on a sovereign AI infrastructure offering for Canada, combining Bell's data centre, network and operations capabilities with Cisco's AI, security, observability, infrastructure monitoring and management, and Sovereign Critical Infrastructure technologies.</p><p>The collaboration will focus on three areas: building a Canadian platform for sovereign AI, supporting modular AI infrastructure deployments, and developing flexible commercial models. Under the agreement, Bell and Cisco will assess how Cisco AI PODs architectures can be combined with Canadian infrastructure, connectivity and operations services, and will explore consumption models intended to let customers align costs http://www.streetinsider.com/Corporate+News/Bell+Canada+and+Cisco+sign+MOU+for+sovereign+AI+infrastructure/27117855.html Tue, 29 Sep 2026 08:05:43 -0400 BCE CSCO http://www.streetinsider.com/Hot+Corp.+News/Bell+Canada+and+Cisco+sign+MOU+for+sovereign+AI+infrastructure/27117855.html <p>Bell Canada (NYSE: BCE) and Cisco announced a memorandum of understanding to collaborate on a sovereign AI infrastructure offering for Canada, combining Bell's data centre, network and operations capabilities with Cisco's AI, security, observability, infrastructure monitoring and management, and Sovereign Critical Infrastructure technologies.</p><p>The collaboration will focus on three areas: building a Canadian platform for sovereign AI, supporting modular AI infrastructure deployments, and developing flexible commercial models. Under the agreement, Bell and Cisco will assess how Cisco AI PODs architectures can be combined with Canadian infrastructure, connectivity and operations services, and will explore consumption models intended to let customers align costs http://www.streetinsider.com/Hot+Corp.+News/Bell+Canada+and+Cisco+sign+MOU+for+sovereign+AI+infrastructure/27117855.html Tue, 29 Sep 2026 08:05:43 -0400 BCE CSCO http://www.streetinsider.com/Press+Releases/Cisco+AI+Research%3A+AgenticOps+Scaling+Quickly+in+the+Enterprise/27094168.html <div class="xn-content"> <p class="prntac"><i>New <span value="NASDAQ-NMS:CSCO" idsrc="xmltag.org">Cisco</span> and Omdia research shows 95% of enterprises say their existing AIOps tools can't keep up, and more than half have already moved to AgenticOps </i></p> <p class="prntal"><b>News Summary</b></p> <ul type="disc"> <li><b>The alert http://www.streetinsider.com/Press+Releases/Cisco+AI+Research%3A+AgenticOps+Scaling+Quickly+in+the+Enterprise/27094168.html Wed, 23 Sep 2026 09:00:00 -0400 CSCO http://www.streetinsider.com/PRNewswire/Cisco+AI+Research%3A+AgenticOps+Scaling+Quickly+in+the+Enterprise/27094168.html <div class="xn-content"> <p class="prntac"><i>New <span value="NASDAQ-NMS:CSCO" idsrc="xmltag.org">Cisco</span> and Omdia research shows 95% of enterprises say their existing AIOps tools can't keep up, and more than half have already moved to AgenticOps </i></p> <p class="prntal"><b>News Summary</b></p> <ul type="disc"> <li><b>The alert http://www.streetinsider.com/PRNewswire/Cisco+AI+Research%3A+AgenticOps+Scaling+Quickly+in+the+Enterprise/27094168.html Wed, 23 Sep 2026 09:00:00 -0400 CSCO http://www.streetinsider.com/Analyst+PT+Change/Cisco+%28CSCO%29+PT+Lowered+to+%24125+at+Piper+Sandler/27087487.html Piper Sandler analyst James Fish lowered the price target on Cisco (NASDAQ: CSCO) to $125.00 (from $132.00) while maintaining a Neutral rating. http://www.streetinsider.com/Analyst+PT+Change/Cisco+%28CSCO%29+PT+Lowered+to+%24125+at+Piper+Sandler/27087487.html Tue, 22 Sep 2026 07:19:33 -0400 CSCO http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CISCO+SYSTEMS%2C+INC.+++++++For%3A+Sep+16++Filed+by%3A+Patterson+Mark/27081505.html si-local-file:///var/storage/secattach/20260918/27081505.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CISCO+SYSTEMS%2C+INC.+++++++For%3A+Sep+16++Filed+by%3A+Patterson+Mark/27081505.html Fri, 18 Sep 2026 19:01:00 -0400 CSCO http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CISCO+SYSTEMS%2C+INC.+++++++For%3A+Sep+16++Filed+by%3A+Patel+Jeetendra+I/27081506.html si-local-file:///var/storage/secattach/20260918/27081506.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CISCO+SYSTEMS%2C+INC.+++++++For%3A+Sep+16++Filed+by%3A+Patel+Jeetendra+I/27081506.html Fri, 18 Sep 2026 19:01:00 -0400 CSCO http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CISCO+SYSTEMS%2C+INC.+++++++For%3A+Sep+16++Filed+by%3A+Robbins+Charles/27081498.html si-local-file:///var/storage/secattach/20260918/27081498.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CISCO+SYSTEMS%2C+INC.+++++++For%3A+Sep+16++Filed+by%3A+Robbins+Charles/27081498.html Fri, 18 Sep 2026 18:59:00 -0400 CSCO