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Betting on a bullish earnings move in Cisco Systems using options

CNBC: Investing

Additionally, Cisco announced a partnership with Nvidia to create a unified architecture and secure AI solutions. This multiple is more in keeping with a cyclical/hardware-based business, while Cisco's been shifting towards recurring revenue streams, with software subscriptions now comprising over 50% of total revenue.

S&P
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Best Stocks: An under-the-radar play on the AI buildout that was founded more than 90 years ago

CNBC: Investing

Amphenol is in three businesses: Harsh Environment Solutions sells ruggedized connectors, cable assemblies, and sensors for aerospace, defense, industrial, and automotive applications. But it's their third and largest business that we're focused on today. Skip Navigation Markets Pre-Markets U.S.

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Digital assets and traditional finance: Can two parallel lanes converge?

The TRADE

Impacts on infrastructure Market infrastructure is being reshaped by digital assets through the introduction of new methodologies for ownership, transferability and transparency. Unlike traditional financial assets, digital assets leverage blockchain technology, enabling peer-to-peer transactions without the need for intermediaries.