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Which podcasts are discussing CSCO?
16 ATTRIBUTED IDEAS · 15 EPISODES · 11 SHOWS
The shows
CNBC Fast Money
Motley Fool Money
The Julia La Roche Show
Animal Spirits
Barron's Streetwise
Bloomberg Surveillance
Excess Returns
Prof G Markets
The Grant Williams Podcast
The Meb Faber Show
The Twenty Minute VC
Where the discussion went deepest
12 AUGYESTERDAYCNBC FAST MONEY · 12:00
Cisco as high-value AI infrastructure play
“The bull case presented for Cisco is that it offers high operational leverage and growth within the AI infrastructure theme, making it a relative value in mega-cap tech.”
AI stocks back in the spotlight... And a bold call for three rate hikes this year 8/12/26 · with Cisco
Core thesis · 5/5Verify in source →
7 JUL7 JULBLOOMBERG SURVEILLANCE · 15:29
6 JUL6 JULANIMAL SPIRITS · 02:22
AI trade expands into memory and infrastructure
“The AI market rally is broadening beyond primary GPU makers into memory chips, storage, and underlying infrastructure components.”
Talk Your Book: How SpaceX Got Into the Nasdaq 100
In depth · 4/5Verify in source →
19 JUN19 JUNPROF G MARKETS · 02:30
Current tech funding circularity backed by real debt, not vendor financing
“Concerns over circular revenue among modern AI and tech giants are overstated because current capex is funded by real cash raised in bond markets rather than paper promises.”
Euphoria Has Taken Over The Markets — ft. Barry Ritholtz · with Barry Ritholtz
In depth · 4/5Verify in source →
9 JUN9 JUNMOTLEY FOOL MONEY · 05:00
European digital infrastructure spend creates opportunities
“The argument presented was that European digital sovereignty will drive duplicate infrastructure spending, benefiting specialized equipment providers and European industrial power champions.”
Opportunities in Europe’s “Digital Sovereignty”?
In depth · 4/5Verify in source →
1 JUN1 JUNCNBC FAST MONEY · 02:30
Enterprise AI build-out still early innings
“The bull case argued for enterprise hardware and networking companies is that the AI infrastructure build-out is still in its early stages, with strong demand for servers and networking equipment.”
Berkshire’s Signals A Housing Market Bottom… And A Market Rally Expiration 6/1/26
In depth · 4/5Verify in source →
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