Chuck Robbins, CEO of Cisco, discusses the company's earnings beat and AI outlook. Walmart's better-than-expected results and raised guidance cause stock volatility. Ten-year yield hits a fresh 15-year high. China's challenges and growth targets mentioned. Impact of rising yields on tech companies. Transition to a software company with recurring revenue. Concerns about economic impact and market conditions. AI's impact on consulting jobs and stock investment discussions.

Michael Meebac, CEO of MasterCard, dives into the company’s growth strategies, highlighting the future of biometric payments and robust cybersecurity measures. Sumit Roy, CEO of Realty Income, discusses how rising long-term interest rates are affecting stock performance and tenant credit quality. Chuck Robbins, Chairman of Cisco Systems, shares insights into the company’s strong financial results, the rise of AI-related business, and the benefits of their subscription revenue model. Tune in for a treasure trove of market insights!

Chuck Robbins, CEO of Cisco, opens up about the company's plan to cut 7% of its workforce as part of a restructuring effort aimed at capitalizing on the AI boom. He discusses Cisco's surprising Q4 results and the tech sector's shifting landscape. The conversation also highlights Walmart's strong earnings and the overall positive market sentiment spurred by robust retail sales. Additionally, the challenges faced by Alibaba amidst a cautious Chinese consumer are explored, painting a picture of today's dynamic economic environment.

Cisco CEO Chuck Robbins and Splunk CEO Gary Steele discuss the rise of AI in cybersecurity and the recent acquisition deal. They explore the impact of AI on security, revenue synergies post-collaboration, and future opportunities for value creation and innovation.

Cisco completed the acquisition of Splunk, providing insights on the deal from CEOs Chuck Robbins and Gary Steele. They discuss the lack of product overlap, integration strategies, and the shift towards software-based revenue models in cybersecurity. The collaboration focuses on utilizing AI technology to combat cyber threats and the importance of cultural alignment for success.