---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000852213.md"
description: "AI infrastructure demand remains strong, and Cisco’s post-earnings pullback shows that strong earnings may not be enough when expectations and valuations are already high. AI trend remains fundamentally bullish, while rising Treasury yields and the need to translate AI spending into sustainable revenue and cash flow make selectivity and risk management increasingly important.Watching AI semiconductor and infrastructure stocks closely, with tonight’s US PPI potentially influencing rate expectations and yields."
datetime: "2026-08-13T04:37:24.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000852213.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000852213.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000852213.md)
author: "[Victor y](https://longbridge.com/en/profiles/22453176.md)"
generator: "portal-rs"
---

# AI infrastructure demand remains strong, and Cisco…


### Related Stocks

- [CSCO.US](https://longbridge.com/en/quote/CSCO.US.md)

## Comments (1)

- **JeremyT · 2026-08-13T06:10:33.000Z**: that selloff was margin not demand, csco guided 18 to 18.2b and hyperscaler orders hit 9.3b for the year.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**