Steve Eisman Says AI Boom Is ‘For Real’ as Cisco Growth Hits 18%: Here’s What Could Derail It
Steve Eisman says Cisco’s growth shows the AI boom is real, but warns cheaper models could eventually trigger a price war.
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Why It Matters
Cisco's strong growth shows that AI demand is real and happening now. But cheaper AI products could start a price war later, which would hurt profits.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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