Five takeaways from Cisco’s blowout quarter and what it means to customers WiFi / Internet & Networking May 14, 2026 1. AI infrastructure orders skyrocket to $9 billion for FY26 Cisco significantly raised its AI infrastructure order expectations for hyperscalers…
CrowdStrike reports record quarter amid investor concerns about AI impact Cybersecurity March 5, 2026 CEO George Kurtz told investors the cybersecurity firm is well positioned to compete against legacy providers.