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Morgan Stanley Sees Cisco (CSCO) Benefiting From AI Infrastructure Demand
Yahoo Finance· 2025-12-22 15:57
Cisco Systems, Inc. (NASDAQ:CSCO) is included among the 13 Top Tech Stocks Paying Consistent Dividends. Morgan Stanley Sees Cisco (CSCO) Benefiting From AI Infrastructure Demand Image by Steve Buissinne from Pixabay On December 17, Morgan Stanley lifted its price target on Cisco Systems, Inc. (NASDAQ:CSCO) to $91 from $82 and kept an Overweight rating on the stock. The firm said the AI trade widened beyond semiconductor stocks in 2025, giving a boost to infrastructure companies. Optical networking has b ...
Arista Networks' 800GbE Tech Set To Accelerate AI Performance (NYSE:ANET)
Seeking Alpha· 2025-12-22 11:54
Arista Networks ( ANET ) has been a stock which has grown quite nicely throughout 2025. We saw share momentum on the back of AI tailwinds and data centre deals. However, since late October, the stock has pulled back a bit, downI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an appre ...
Arista Networks' 800GbE Tech Set To Accelerate AI Performance
Seeking Alpha· 2025-12-22 11:54
公司股价表现 - 公司Arista Networks的股价在2025年整体表现良好,实现了显著增长 [1] - 股价上涨的动力主要来自人工智能的有利趋势和数据中心交易 [1] - 自10月下旬以来,公司股价出现回调,有所下跌 [1] 分析师背景 - 分析师拥有细胞生物学硕士学位,并曾作为实验室技术员在药物发现诊所工作多年 [1] - 分析师在细胞培养、检测开发和治疗研究方面拥有丰富的实践经验 [1] - 分析师过去五年活跃于投资领域,最近四年在从事实验室工作的同时兼任生物技术股票分析师 [1] - 分析师专注于识别以独特和差异化方式创新的生物技术公司,例如通过新颖的作用机制、首创疗法或具有重塑治疗范式潜力的平台技术 [1] - 分析师计划主要在Seeking Alpha上撰写关于生物技术领域的文章,覆盖从早期临床管线到商业阶段生物技术公司的不同发展阶段 [1] - 分析师的方法强调评估候选药物背后的科学原理、竞争格局、临床试验设计和潜在市场机会,同时平衡财务基本面和估值 [1]
Cisco Systems, Inc. (NASDAQ:CSCO) Faces Cybersecurity Challenge Amid Stock Sale
Financial Modeling Prep· 2025-12-20 03:04
The current stock price of Cisco is $78.42, reflecting a 1.91% increase. The stock has traded between $76.79 and $79.17 today, with a market capitalization of approximately $309.8 billion. Despite the cybersecurity concerns, the stock's performance remains strong, with a trading volume of 84.39 million shares. Over the past year, Cisco's stock has reached a high of $80.82 and a low of $52.11. Michael D. Capellas, a director at Cisco Systems, Inc. (NASDAQ:CSCO), sold 10,850 shares at $77.13 each, retaining 1 ...
Hundreds of Cisco customers are vulnerable to new Chinese hacking campaign, researchers say
TechCrunch· 2025-12-19 20:15
On Wednesday, Cisco revealed that a group of Chinese government-backed hackers is exploiting a vulnerability to target its enterprise customers who use some of the company’s most popular products.Cisco has not said how many of its customers have already been hacked, or may be running vulnerable systems. Now, security researchers say there are hundreds of Cisco customers who could potentially be hacked. Piotr Kijewski, the chief executive of the nonprofit Shadowserver Foundation that scans and monitors the ...
Tamer-Than-Expected Inflation Data Contributes To Rebound On Wall Street
RTTNews· 2025-12-18 21:13
After coming under considerable selling pressure over the course of the previous session, stocks showed a strong move back to the upside during trading on Thursday. The tech-heavy Nasdaq led the rebound by the major averages.The Nasdaq jumped 313.04 points or 1.4 percent to 23,006.36 and the S&P 500 advanced 53.33 points or 0.8 percent to 6,774.76, while the narrower Dow fluctuated before closing up 65.88 points or 0.1 percent at 47,951.85.The strength on Wall Street came following the release of a closely ...
Cambium Networks Announces Compliance with Minimum Bid Price Rule and Appointment of Interim Chief Financial Officer
Prnewswire· 2025-12-18 11:15
纳斯达克上市状态更新 - 公司于2025年12月12日收到纳斯达克听证小组的部分合规信函 确认其已符合最低买入价规则 但仍未符合定期申报规则 [1] - 听证小组将对公司保持管辖权至2026年4月8日 [1] - 根据纳斯达克上市规则 公司将被强制接受小组监控至2026年12月12日 若在此一年监控期内再次违反最低买入价规则 将面临退市决定 [2] 高级管理层变动 - 公司任命米切尔·科恩为临时首席财务官兼主要财务官 立即生效 [3] - 原代理首席财务官约翰·沃尔德伦卸任 将留任公司担任高级财务顾问 [3] - 新任临时首席财务官拥有广泛的上市公司、私募股权及高增长初创企业财务领导经验 擅长在挑战性环境中稳定运营、恢复信心并推动业绩改善 自2018年起提供首席财务官及顾问服务 自2022年起曾担任多家公司的临时首席财务官 [4] 公司业务概览 - 公司是全球领先的网络解决方案提供商 致力于为服务提供商、企业、工业组织和政府提供卓越的数字体验和设备连接 [5] - 公司的单一网络平台简化了其有线和无线宽带及网络边缘技术的管理 帮助客户将更多资源集中于业务管理而非网络本身 [5]
Actelis Networks Announces Pricing of $5 Million Public Offering
Globenewswire· 2025-12-18 01:01
公司融资活动 - Actelis Networks公司于2025年12月17日宣布其普通股公开发行的定价,发行总量为6,250,000股普通股(或等额的预融资认股权证),并附带可购买最多6,250,000股普通股的认股权证,合并公开发行价格为每股0.80美元 [1] - 认股权证的行权价格为每股0.80美元,发行后即可行权,有效期为五年,此次发行预计于2025年12月19日左右完成 [1] - 此次发行的总收益预计为500万美元,需扣除配售代理费及其他发行费用,公司计划将净收益用于一般公司用途 [2] - H.C. Wainwright & Co. 担任此次发行的独家配售代理 [2] 监管与法律文件 - 与此发行相关的S-1表格注册声明(文件号333-292119)已于2025年12月17日被美国证券交易委员会宣布生效 [3] - 发行仅通过构成有效注册声明一部分的招股说明书进行,初步招股说明书已提交给SEC,最终招股说明书的电子版可在SEC网站获取或联系配售代理获取 [3] 公司业务概况 - Actelis Networks是混合光纤、网络硬化解决方案的市场领导者,专注于为广域物联网应用提供快速部署,其应用领域包括政府、智能交通系统、军事、公用事业、铁路、电信和园区网络 [5] - 公司的创新产品组合通过混合光纤-铜缆网络,提供了光纤级的性能以及灵活性和成本效益 [5] - 通过其“网络感知网络”计划,公司为所有边缘设备提供基于人工智能的网络监控和保护,以增强网络安全性和弹性 [5]
U.S. Stocks Move Sharply Lower Amid Renewed Tech Weakness
RTTNews· 2025-12-17 21:12
美股市场表现 - 主要股指在早盘上涨后承压回落,最终大幅收跌,纳斯达克综合指数暴跌418.14点或1.8%,收于22,693.32点,标准普尔500指数下挫78.83点或1.2%,收于6,721.43点,道琼斯工业平均指数下跌228.29点或0.5%,收于47,885.97点 [1][2] 科技与半导体行业 - 以科技股为主的纳斯达克指数大幅下挫,主要人工智能公司甲骨文股价暴跌5.4%,创下六个月收盘新低 [2] - 半导体板块表现最差,费城半导体指数重挫3.8% [4] - 计算机硬件股也显著走弱,纽约证券交易所Arca计算机硬件指数大跌3.1% [4] - 其他大型科技公司如英伟达、博通和超威半导体也出现显著下跌 [3] 能源行业 - 能源股表现强劲,因原油价格从2021年初以来的最低水平反弹 [5] - 原油价格上涨源于前总统特朗普下令对委内瑞拉受制裁的油轮实施封锁,其宣布委内瑞拉马杜罗政府为外国恐怖组织,并命令对进出委内瑞拉的所有受制裁油轮实施“全面彻底封锁” [5] 其他市场与行业 - 网络股同样大幅走低,而航空、券商和房地产股在科技板块之外也表现疲软 [4] - 亚太地区股市周三普遍上涨,日经225指数上涨0.3%,上证综合指数跳涨1.2% [6] - 欧洲主要市场表现不一,英国富时100指数上涨0.9%,法国CAC 40指数下跌0.3%,德国DAX指数下跌0.5% [6] 债券市场 - 国债在整个交易时段缺乏方向,收盘基本持平,基准十年期国债收益率微涨不到1个基点至4.151% [7] 市场关注点 - 甲骨文承压,因《金融时报》报道其最大的数据中心合作伙伴Blue Owl Capital将不会支持其在密歇根州下一个价值100亿美元设施的协议,尽管甲骨文随后表示项目仍在推进 [3] - 周四的交易可能受到消费者价格通胀报告及其对利率前景影响的驱动 [8]
VITEC and Actelis Networks Announce Partnership to Bring IPTV to RF-Only Facilities
Globenewswire· 2025-12-17 21:01
Paris, France and Sunnyvale, Calif, Dec. 17, 2025 (GLOBE NEWSWIRE) -- VITEC, a global leader in IPTV and digital signage solutions, and Actelis Networks, Inc. (NASDAQ: ASNS) (“Actelis”), a market leader in cyber-hardened, rapid deployment networking solutions for IoT applications, today announced a new partnership to deliver IPTV and digital signage to facilities operating on legacy RF coaxial infrastructure. This robust, market-ready solution enables IP video distribution over existing coax cabling, elimin ...