CSCO A.I. Growth "Sustainable," Investors Looking for More

Cory Johnson liked Cisco's (CSCO) latest earnings, adding that it shows the company taking a slice of the A.I. infrastructure pie. He considers networking revenue the high point of the report. Tom Essaye isn't as bullish on the stock after Cisco's earnings, noting the muted reaction to the numbers. He argues investors are looking for much more as markets remains supercharged by A.I.

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