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These 6 battered AI stocks could bounce back big, an analyst says

The postelection panic over data centers has led to a widespread tech selloff, but some stocks are more insulated than they seem, according to Bernstein.

These 6 battered AI stocks could bounce back big, an analyst says

We haven't written up this one. MarketWatch has the full story — the link below goes straight to it.

Also reported by 1 other outlet

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Cisco Just Raised Its AI Forecast Again. Is it a Buy?

The networking giant's AI business is growing much faster than its valuation suggests.

  • Cisco's revenue grew 24% YoY to $18.5 billion in fiscal Q1
  • The company forecasted $9 billion in AI infrastructure revenue by 2027
  • Cisco CEO Chuck Robbins sees networking super cycle driven by AI

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