I spend much of my working day online, moving among research, market data, writing, and trading platforms. I’ve come to appreciate how much I take a reliable internet connection for granted until a page stops loading or a video call starts lagging during a meeting. It is easy to overlook the equipment keeping everything connected, even though so much of my work depends on it. That network runs on equipment like Cisco’s. Cisco (CSCO) ended fiscal 2026 with $63. 3 billion of revenue, up 12%. Fourth-quarter revenue was $17. 3 billion, up 18%. AI infrastructure orders reached $9. 3 billion for the year, including $4 billion in the fourth quarter.
POLARIS INSIGHTS