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Cisco Shares Rise After Nvidia CEO Highlights Cybersecurity AI Opportunity

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Cisco shares rose about 3.7% to $111.45 after Nvidia CEO Jensen Huang pointed to cybersecurity as a major next AI opportunity and named Cisco among Nvidia partners. Cisco reported $9.3 billion in fiscal 2026 AI orders and said quarterly revenue increased to $17.25 billion. The piece flags valuation concerns and stresses Cisco must convert AI-network positioning into recurring protection revenue.

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