Stock Movers Cisco Soars on Earnings; AMD, On End Higher
Nov 12, 2025
Joining the discussion is Rachel Pua, an earnings specialist from Bloomberg News, who shares insights on corporate performance. She highlights AMD's impressive prediction of over 35% revenue growth, fueled by burgeoning demand in data centers. Cisco's stock also rises, bolstered by a positive sales forecast driven by AI. Meanwhile, On Holding sees its sales forecasts lifted after a strong quarter, showcasing consumer enthusiasm for its high-end sneakers. It's a deep dive into market trends and investor sentiments that can't be missed!
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AMD Sees Sustained Data-Center Growth
- AMD expects annual revenue growth north of 35% over the next 3–5 years led by data-center demand.
- CEO Lisa Su says AI-related spending should sustain growth despite investor bubble fears.
Cisco Boosts Forecast With AI Momentum
- Cisco raised its 2026 forecast and beat expectations, signaling stronger AI-related demand.
- The results suggest Cisco's upgraded networking gear can capture more AI spending as the market matures.
Subway Compliment Shows Brand Visibility
- Carol Massar described people noticing her On shoes while riding the subway.
- She used the interaction to explain On Holding's cultural visibility among consumers.