A.I. Networking & Security Key in CSCO Earnings, Competition from ANET to NVDA
Schwab Network · Schwab Network
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Show Notes
Cisco (CSCO) is on the path to breaking its all-time high that it last touched in March 2000. Ali Mogharabi believes A.I. networking revenue and advances to security will prove paramount in the company's growth. He sees the company facing lots of competition, however, ranging from rising mid-caps in Arista Networks (ANET) to established giants in Nvidia (NVDA). Tom White offers an example options trade for Cisco.
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