Squawk on the Street Shutdown Ends, Disney Slides, Cisco CEO, John Malone Exclusive 11/13/25
Nov 13, 2025
Chuck Robbins, the Chairman and CEO of Cisco Systems, shares insights on how AI has driven Cisco's impressive earnings beat, providing an optimistic outlook with record orders and strong demand. He discusses strategic partnerships with NVIDIA in building AI infrastructure and contrasts today's AI investments with the dot-com bubble. The conversation also delves into Cisco's security enhancements and the evolution of hardware for diverse AI workloads. The nuances of the current market landscape are highlighted, making for a compelling listen.
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Shutdown Ends, Market Sentiment Shifts
- The 43-day government shutdown ended and markets view it as lifting a layer of gloom for restaurants and retail.
- Jim Cramer suggests stocks had priced a dramatic slowdown that actual companies didn't fully experience.
Disney's Core Strength Is Parks
- Disney beat earnings but missed revenue, and streaming growth couldn't offset declines in linear TV.
- Parks and experiences remain the largest, highest-return part of Disney's business per David Faber.
Prefer Profitable Players In AI Buildout
- Invest in profitable, well-capitalized companies leading AI infrastructure, not speculative startups.
- Chuck Robbins advises confidence in sustained hyperscaler and enterprise AI spending across tech stacks.
