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Market Too Exuberant?.... And Investor Rotate Into Software Stocks Description 11/13/24

CNBC's "Fast Money"

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Cisco's Earnings: A Mixed Signal Amid AI Optimism

This chapter delves into Cisco's recent earnings report, which surpasses expectations in revenue and profit while revealing underlying weaknesses. The panel discusses the company's foray into AI, the market's response, and the challenges faced by legacy tech firms amid evolving growth projections.

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