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Cisco Newsroom
Morgan Stanley: The outlook for the communications and network equipment Industry is favorable in 2025, with Nutanix (NTNX.US) as the top choice.
Morgan Stanley pointed out that a survey of chief information officers in the fourth quarter of 2024 indicates that the communication expenditure environment will improve in 2025, and the broader IT budgets will be healthier.
"Concerns about technological monopolies" are increasing, and weighted ETFs like S&P are becoming popular.
In the second half of last year, Invesco's S&P 500 Equal Weight ETF attracted approximately $14.4 billion, bringing its total inflow for the year to $17 billion, far surpassing the record inflow set in 2023. Analysts believe that investors are currently most concerned about concentrated risks, fearing that the market is too top-heavy. It is expected that this year, apart from the largest technology companies, other companies will achieve double-digit growth in earnings.
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Goldman Sachs 2025 outlook for the US TMT Industry: Besides NVIDIA, there are other companies worth looking forward to!
Goldman Sachs has released its 2025 TMT (Technology, Media, Telecommunications) Industry Outlook Report. The Earnings Reports that Taiwan Semiconductor will announce this Thursday could serve as a positive catalyst.
Breaking news about Trump! Bloomberg exclusively reveals Trump's team's new tariff proposal.
According to exclusive reports from Bloomberg, members of the economic team of USA President-elect Trump, who is set to take office, are discussing a gradual monthly increase in tariffs to enhance negotiating leverage while helping to avoid soaring inflation. One of the ideas being considered is to develop a progressive tariff schedule that would raise tariffs by about 2% to 5% each month. This plan would also require reliance on the executive powers granted by the International Emergency Economic Powers Act.
[US Stock Market Closing Review] The crucial CPI data is about to be released, and US stocks are showing mixed results with Technology stocks under pressure.
On Monday (January 13), U.S. stocks showed mixed performance. The Dow Jones Industrial Average rose by 358 points, an increase of 0.86%, benefiting from strong performance in the Energy and other non-Technology sectors; the Nasdaq fell by 0.38% due to a pullback in Technology stocks, with Large Cap stocks like NVIDIA and Apple under pressure. The yield on the 10-year U.S. Treasury rose to 4.79%, reaching a 14-month high, as the market is highly attentive to the upcoming December CPI report, which may influence expectations for Federal Reserve policy.
"No one survives"! Popular Technology stocks fell across the board, with MSTR down over 7%, Palantir down nearly 6%, and NVIDIA down almost 5%.
Last Friday, the chip stocks that led the decline in the US stock market continued to fall, with Micron Technology dropping over 6% at one point; AppLovin, which had the highest increase in the Nasdaq last year, fell over 3% intraday; Algo "meme stocks" collectively experienced double-digit declines, with D-Wave Quantum falling over 30% intraday. Following last Friday's employment report that dampened rate cut expectations, the US stock market faced additional Bearish news: the Biden administration announced AI-related export controls; NVIDIA's new generation Datacenter chip was reported to have received order cancellations from customers due to malfunction.
The Zacks Analyst Blog Highlights Apple, Alphabet, Cisco, Hovnanian and Perma-Pipe
Data Center Infrastructure Revenue to Reach $282B in 2024, Capacity to Triple by 2030
Minsheng Securities: Who prefers the December non-farm payrolls more, Trump or the Federal Reserve?
Is the unexpectedly strong non-farm employment a pressure or a motivation for Trump? Does it mean that the next interest rate cut by the Federal Reserve is becoming less likely?
Cisco (CSCO) Accelerates Growth, Cramer Applauds Melius Research Upgrade Amid Positive Outlook
Verizon Says It Has Contained Impact From the Salt Typhoon Cyber Attack
The non-farm data unexpectedly exceeded expectations! Will the Federal Reserve only cut interest rates once this year?
Interest rate cut expectations are rapidly being reduced! The market is beginning to bet that the Federal Reserve may only cut rates once this year...
Wall Street warns: If you don't want a big drop in U.S. stocks, tonight's non-farm payroll needs to be "just right."
Bank of America stated that only "Goldilocks" data can keep long-term interest rates below 5%, stabilize interest rate sensitivity, and prevent the Nasdaq's leadership from wavering. "Explosive" data could lead to a decline of about 4% in the S&P 500 Index to 5,666 points.
The "refinery" of the AI era? Technology giants are rushing to build Datacenters, and these investment opportunities are worth paying attention to in 2025!
The Datacenter is becoming the "refinery" of the AI era!
What are Wall Street investment banks' views on tonight's non-farm payroll report?
A graphic to understand Wall Street investment banks' predictions for tonight's non-farm payroll additions, unemployment rate, and wage data.
Barclays Lays Out 2025 Thoughts on Apple, Networking and Other Areas of Tech
Tech's AI Ambitions Could Mean Layoffs. Here's the Latest From Microsoft.