Networking equipment maker Cisco Systems (CSCO) unveiled quarterly gross margin that was short of analysts’ estimates, sending its shares down by more than 7% in extended hours trading. A key member of the Dow 30, Cisco is known for its extensive portfolio of networking hardware and services—ranging from switches and routers to wireless access points and controllers—that help enterprises build and manage complex digital infrastructure. Cisco Systems (CSCO)Price: $79.30 (-7.3%)Market cap: $312bn The $312 billion company is also viewed as a central player in helping businesses prepare their systems for artificial intelligence workloads, a trend that has boosted demand for…

In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux open with Winter Olympics talk and news from ‘down The Lane’, and why Steve think’s rock band Stealers Wheels is appropriate. James then unwraps a couple of results from UK small caps Ramsdens (RFX) – not the chippy! – and PZ Cussons (PZC). The chaps then chat through London Stock Exchange (LSEG) news after its recent sell-off, and ponder what activist investor Elliott might be up to with its stakebuild. Ian walks us through, before moving on to why BP (BP.) and TotalEnergies (TTE) have back-tracked on share…

Cloudflare (NET) delivered a clear beat in Q4 2025 overnight sparking a huge surge for the stock. The share price jumped nearly 16% after the cybersecurity firm posted $614.35 billion Q4 revenue, 34% above analyst projections. Cloudflare (NET)Price: $208.27 (+15.7%)Market cap: $72.9bn Non-GAAP (Generally Accepted Accounting Principles) EPS of $0.28 also nudged beyond expectations of $0.27, a big jump on $2024’s $0.19. Guidance above forecast Guidance was also upbeat. Cloudflare is forecasting a revenue midpoint of $2.79 billion for full year 2026, above the current analyst consensus of $2.74 billion. Revenue growth guidance is for around 30% for both Q1…

Google-owner Alphabet (GOOG) is moving deeper into global credit markets with plans for a rare 100-year sterling bond as part of a sweeping multi-currency debt programme. This cash call highlights how the AI arms race is reshaping big tech capital strategies. The century bond, an ultra-long maturity instrument seldom used by corporations, is expected to sit alongside dollar and Swiss franc bonds as the company raises billions of dollars to support escalating investment in data centres, chips and AI models. Additionally, the transaction marks the first technology sector century bond issuance in decades. It also underscores a generational structural…

Property and construction software firm Eleco (ELCO) has moved to strengthen its position in project portfolio management (PPM) software for the built environment. The £122 million small cap has acquired UK-based SaaS (software-as-a-service) provider Kivue in a deal worth roughly £2.3 million. The AIM-listed software group provides digital solutions across the full building lifecycle—from project estimation and management to BIM, visualisation and property management. It said the deal will expand its capabilities in enterprise-level portfolio oversight and governance. The acquisition will be funded through a combination of cash and newly issued equity. Additionally, 337,363 new shares will be issued as…

In our latest podcast, Sharesify’s Steven Frazer and James Crux reflect on a bumpy old week for major stock markets. Steve kicks things off by addressing the big talking point – AI capex. This follows shock spending hikes from Amazon (AMZN) and Alphabet (GOOG). Steve reveals the staggering combined cost that major firms expect to lavish on AI capex wars this year. James then discusses Citroen, Fiat and Chrysler car maker Stellantis (STLAM), following the company’s massive €22 billion asset write-down. He explains how that will impact income seekers particularly badly. James also reveals the diverging paths of weight-loss drug…

Amazon (AMZN) ignited a sharp market backlash after the close Thursday after projecting $200 billion in capital expenditures for 2026. It’s a gobsmacking figure that dwarfs Wall Street’s consensus expectation of around $146 billion. Investors reacted as expected given the recent push back against lavish AI investment, the stock plunging more than 11% in savage after‑hours trading. However, that S&P 500 and Nasdaq Composite futures are pointing to a relatively calm reaction when Wall Street reopens later today, offers comfort after both indexes fell sharply yesterday, -1.23% and -1.59% respectively. Earnings strong but overshadowed The company’s quarterly performance was solid.…

Alphabet delivered a strong set of quarterly results, comfortably beating Wall Street expectations on both revenue and earnings. However, the earnings beat was overshadowed by massive AI capex plans, which has become the sector’s dominant narrative for investors concerned by the escalating cost of competing in the AI arms race. The stock traded around 2.5% lower in US pre-market activity on Thursday following volatile extended-hours trading, highlighting market unease around the scale of future spending despite otherwise robust fundamentals. In fact, strong Alphabet earnings beat overshadowed by massive AI capex plans was widely discussed among analysts following the results. Alphabet…

One-time payments darling PayPal (PYPL) saw its stock tumble to an 8-year low after the company announced the shock departure of CEO Alex Chriss. Chriss, who served roughly two and a half years in the top job, was shown the door. This decision came amid growing concerns about execution, slowing growth, and intensifying competition in digital payments. The announcement caught markets completely off guard and sent shockwaves through the $39.5 billion firm’s shareholder base. The shares dropped more than 20% following the announcement. This extended a steep decline that has pushed the stock to multi‑year lows. Chriss will be replaced…

Wall Street’s long-running unease toward software stocks has intensified into broad capitulation. Investors rush to exit the sector amid mounting fears that AI will erode traditional business models and pricing power. The main averages on Wall Street slumped yesterday, dragged down by AI-darlings Nvidia (NVDA) and Microsoft (MSFT), which both declined by nearly 3%. Sentiment around software stocks has recently been dour. Investors have been fretting over competition from new AI models on the sector. Claude’s AI claws The latest bout of anxiety was triggered after AI startup Anthropic unveiled a productivity tool for in-house legal teams. This raised concerns that…