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Today’s Key News Recap

OPTI

03750

300750

AVGO

CSCO

NVDA

IONQ

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09896

SOXS

SOXL

SOXX

CP00062

01024

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1120 | Dolphin Research Focus: 🐬 Macro/Industry 1. The U.S. September non-farm payrolls are set to be released tonight. This is the first monthly employment report issued by the U.S. Bureau of Labor Statistics since the release of August data in September, filling the gap in official employment data caused by the previous government shutdown. The market generally expects an increase of 54,000 in non-farm payrolls for September, with the unemployment rate remaining at 4.3%. However, this data is significantly lagging, and the U.S. Bureau of Labor Statistics has clearly stated that it will not release the October non-farm report. 2. According to foreign media reports, &#34;China is considering introducing new real estate stimulus policies,&#34; leading to intraday fluctuations in real estate stocks today...

Optec International, Inc.

CATL

Broadcom

Banco Santander SA-Spon

NVIDIA

IonQ

SEALSQ

D-Wave Quantum

Quantum

Quantum Computing

Rigetti Computing

Direxion Semicon Bear 3X

Direxion Semicon Bull 3X

iShares Semiconductor ETF

Semiconductor

KUAISHOU-W

CATL HK SDR 30to1

Rigetti Computing - CW27

Miniso

KUAISHOU-WR

US Sep. Payroll to Due Tonight, Property “Rumors” Spark Rally | Daily News Recap

Conference Minutes

ORCL

OpenAI

DXYZ

DOCN

AMDL

OPEN

OPENL

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OPENZ

The following are the minutes of AMD's Q3 2025 earnings call, compiled by Dolphin Research. For an interpretation of the earnings report, please refer to the article titled 'AMD: Partnering with Open AI? Not a 'Spare Tire' Lifesaver'.1. Review of AMD's Core Financial DataOverall performance for the third quarter: Revenue increased by 36% year-over-year to $9.2 billion, excluding revenue from MI308 sales to China; net profit increased by 31%; free cash flow grew more than threefold; diluted earnings per share were $1.20, up 30% from $0.92 in the same period last year...

Oracle

Destiny Tech100

Digitalocean

GraniteShares 2x Long AMD Daily ETF

Opendoor Tech

Crane

Ameriprise Financial

Opendoor Tech Series A - CW26

Opendoor Tech Series K - CW26

Opendoor Tech Series Z - CW26

AMD (Minutes): No new orders disclosed, MI450 focuses on rack-level solutions

CICC Raises Cisco Systems Price Target to $125, Maintains Outperform Rating

Institutions Increase Cisco Holdings, Cisco Plans to Cut 4,000 Jobs to Focus on AI

Goldman Sachs Raises Cisco Price Target to $116, Maintains Neutral Rating

Citi Raises Cisco Target Price to $112: Earnings Beat and Surge in AI Order Forecasts

HSBC Upgrades Cisco to Buy, Raises Price Target to $137

CFRA Raises Cisco Systems Target Price to $125, Maintains Hold Rating

Cisco Unveils 2025 Fiscal Year Goals: Advancing Global Digital Transformation and AI Skills Training

Cisco Gains Supply Chain Advantage with Self-Made Chips, Multiple Institutions Raise Price Targets

Wells Fargo Raises Cisco Price Target to $130

Citigroup raises Cisco target price from $90 to $112

JPMorgan raises Cisco target price to $120

Cisco's Q3 2026 Fiscal Year Earnings Call Analysis

Evercore ISI Raises Cisco's Target Price to $150

KeyBanc analyst maintains buy rating on Cisco Systems

Piper Sandler raises Cisco's target price to $132

Cisco shortens pricing notice and fulfillment windows

Cisco released FY2026 9 Months earnings on May 13 After-Market EST, actual revenue USD 46.07 B, actual EPS USD 2.37

Cisco released FY2026 Q3 earnings on May 13 After-Market EST, actual revenue USD 15.84 B (forecast USD 15.56 B), actual EPS USD 0.85 (forecast USD 0.762)

Cisco Q3 Product Orders Grow by 35%

Cisco sees over 50% surge in network product orders in Q3

Amesite

InMed Pharmaceuticals

Meiwu Tech

Co-Diagnostics

Phoenix Asia

Generation Income Properties

MetaVia

BAYVIEW ACQUISITION CORPORATION COM USD0.0001 (S/R) 17/11/2028

Virax Biolabs

Rubico

Cisco Systems, Inc. (CSCO.US) Fiscal Year 2026 First Quarter Earnings Conference Call

Cisco Systems, Inc. (CSCO.US) Fiscal Year 2025 Fourth Quarter Earnings Conference Call

Cisco Systems, Inc. (CSCO.US) Fiscal Year 2025 Third Quarter Earnings Conference Call

Cisco Systems, Inc. (CSCO.US) Fiscal Year 2025 First Quarter Earnings Conference Call

SNSR

CSCL

CSCS

NXTG

Cisco, in collaboration with Splunk and Oxford Economics, reported that unplanned downtime costs for Global 2000 companies reach $600 billion annually, a 50% increase in two years. Average downtime costs $15,000 per minute, with a 3.4% stock-price drop post-incident. Each organization loses about $95 million in revenue yearly, with ransomware payouts averaging $40 million and regulatory fines at $51 million. Customer churn is a significant risk, with 81% of tech leaders noting losses due to outages.

PUBT

iShares Expanded Tech Software Sector ETF

Global X Internet

Direxion Daily CSCO Bull 2X Shares

VanEck Semiconductor ETF

SPDR S&P Software

Direxion Daily CSCO Bear 1X Shares

First Trust Index NextG ETF

Cisco cites Splunk study estimating Global 2000 downtime costs at $600 billion annually

Cisco Systems CEO Chuck Robbins highlighted at JPMorgan’s Technology Conference that the company is experiencing significant demand driven by artificial intelligence, referring to the current phase as a 'networking super cycle.' He noted an increase in AI infrastructure targets and emphasized the need for modern, secure networks. Robbins also discussed Cisco's competitive advantages in supply chain and silicon strategy, as well as the importance of AI in enhancing security within networking infrastructure.

Market Beat

JPMorgan Chase

Jabil

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Cisco Systems CEO Sees AI Fueling a “Networking Super Cycle”

The $600 Billion Wake-up Call: New Splunk Research Reveals Downtime is a Systemic Business Crisis | CSCO Stock News

StockTitan

The $600 Billion Wake-up Call: New Splunk Research Reveals Downtime is a Systemic Business Crisis | CSCO Stock News

CICC Research has raised its price target for Cisco Systems (NASDAQ:CSCO) from $96.00 to $125.00, maintaining an 'outperform' rating. This suggests a potential upside of 6.79% from the current price. Other analysts have also adjusted their targets, with a consensus rating of 'Moderate Buy' and an average target price of $115.86. Cisco's stock recently traded at $117.05, down 1.0%. The company reported strong quarterly earnings, exceeding expectations with $1.06 EPS and $15.84 billion in revenue.

CICC

KeyCorp

Citigroup

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CITIGROUP INC 6.250 NON CUM SER II PFD WI

CICC Research Forecasts Strong Price Appreciation for Cisco Systems (NASDAQ:CSCO) Stock

Cisco Systems (CSCO) shares have surged after a strong earnings report, indicating a shift towards AI infrastructure. Despite a higher valuation, demand for AI solutions is rising, and margins are stabilizing. The stock is still seen as a Buy, with potential for further gains as the company evolves beyond its traditional networking business.

Tip Ranks

Cisco (CSCO) Looked Like an Old Tech Stock. AI Is Changing the Story

Cisco has raised its fiscal 2026 AI infrastructure order target to $9 billion due to strong demand, nearly doubling previous guidance. The company plans to cut up to 4,000 jobs as it reallocates funds towards AI and other technologies. Cisco's stock has surged 87% over the past year, with analysts raising price targets to as high as $150.

S&P 500

Cisco stock hits record as AI orders surge to $9B

Cisco is cutting nearly 4,000 jobs to fund investments in AI infrastructure, silicon, optics, and security. This decision follows a record quarterly revenue of $15.8 billion and over $5 billion in AI orders from hyperscalers. Management believes reallocating resources will enhance innovation and strengthen Cisco's position in the AI technology market.

Cisco to cut 4,000 jobs to fund AI expansion

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Stock futures declined while oil prices rose amid concerns over the Mideast conflict and inflation. Trump warned Iran to act quickly, raising fears of energy market disruptions. The Fed is expected to raise interest rates, with a 54% chance of a hike by year-end. Nvidia's upcoming results and SpaceX's IPO prospectus are key events to watch. Meanwhile, China's economy showed unexpected weakness, and Dominion Energy is in acquisition talks with NextEra Energy.

MorningStar

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NASDAQ Composite Index

YieldMax NVDA Option Income Strategy ETF

Alerian MLP

Tortoise N Americ Pipe

Global X MLP

GraniteShares 2x Long NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Us Natural Gas

ISHRS S&P Glb Utilities

AXS 1.5X NVDA Bear Daily ETF

First Trust North American Energy Infra Fd

Select Sect Spdr Util

T-Rex 2X Inverse NVIDIA Daily Target ETF

Walmart

Home Depot

Dominion Energy

Nextera Energy

Unitedhealth

Berkshire Hathaway

Berkshire Hathaway B

Delta Air Lines

Macys

Regeneron Pharma

Coreweave

Nebius

ING Groep

Goldman Sachs

ROYAL BANK OF CANADA

NVIDIA Corporation

NEXTERA ENERGY CAPITAL HLDGS INC 5.65%JNR SUBORD DEB 01/03/2079 SER N

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 15/04/86 USD1000

Nextera Energy Partners LP

NEXTERA ENERGY INC 6.926% CORPORATE UNITS 01/09/2025

NEXTERA ENERGY INC CORP UNIT 01/11/2029

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 01/06/85 USD25

NEXTERA ENERGY INC CORP UNIT 01/06/2027

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North American Morning Briefing: Stock Futures Slip Amid Mideast, Inflation Pessimism

Cisco(CSCO.US)

Cisco cites Splunk study estimating Global 2000 downtime costs at $600 billion annually

Cisco Systems CEO Sees AI Fueling a “Networking Super Cycle”

The $600 Billion Wake-up Call: New Splunk Research Reveals Downtime is a Systemic Business Crisis | CSCO Stock News

CICC Research Forecasts Strong Price Appreciation for Cisco Systems (NASDAQ:CSCO) Stock

Cisco (CSCO) Looked Like an Old Tech Stock. AI Is Changing the Story

Cisco stock hits record as AI orders surge to $9B

Cisco to cut 4,000 jobs to fund AI expansion

North American Morning Briefing: Stock Futures Slip Amid Mideast, Inflation Pessimism