Obesity drugmakers like Eli Lilly (NYSE: LLY) and Novo Nordisk (NYSE: NVO) were not immune to the broad market sell-off sparked by the June CPI report, but investors looking to get into these names should be cheering. The stocks are down 20% or more from their highs, offering big discounts and the.... |
Good MorningVolatility in equity markets continues, with the S&P 500 rebounding by more than 2.25% on Thursday. The move is driven by news of better-than-expected earnings from Eli Lilly and Datadog, which points to strength in the obesity drug and cyber-security markets. The caution is that sector rotation is still in play and may not allow volatility to subside soon. A downswing will likely meet each upward swing in the index until late summer or early fall.
The market has three hurdles next week: the CPI report, retail sales, and the start of retail earnings. The hope is for the CPI to subside in alignment with trends, leading the FOMC to cut rates, but not so quickly that it raises fear of recession. Retail sales need to be solid; otherwise, weakness may amplify the fear of a recession, as could result from retailers. The two reports of note are Home Depot and Walmart, the most closely watched retailers on the market. Featured: Elon’s big $266,000 per second purchase (Ad) 
| Medical | |
Obesity drugmakers like Eli Lilly (NYSE: LLY) and Novo Nordisk (NYSE: NVO) were not immune to the broad market sell-off sparked by the June CPI report, but investors looking to get into these names should be cheering. The stocks are down 20% or more from their highs, offering big discounts and the... Read the Full Story |
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| Finance | |
A quarterly earnings beat hasn’t been enough to reverse the slide in Owens Corning (NYSE: OC) stock. In mid-morning trading the day after the maker of builder and construction materials delivered its second quarter earnings the stock is down just over 10% for the week.
Undoubtedly much of... Read the Full Story |
| Technology | |
Datadog (NASDAQ: DDOG) is a leading provider of observability and security solutions for cloud applications. Datadog’s earnings report for the second quarter of 2024 has once again impressed Datadog’s analyst community by demonstrating the company’s strong market position. Datado... Read the Full Story |
| From Our Partners | | Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security.
The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move. | | Watch the documentary briefing and find out which side you land on |
| Technology | |
Fortinet (NASDAQ: FTNT) stock surged more than 25% following its Q2 release because it reached an inflection point. The company's lean into unified SASE and Security Ops resonates with businesses, providing a simpler approach to cloud-based cybersecurity. It is developing into a market leader, a... Read the Full Story |
| Markets | |
Duke Energy (NYSE: DUK) is in the utilities sector and is the third-largest electric utility company in the United States and Canada by market capitalization. The firm has outperformed its sector and the market in 2024, with a total return of 19%. The Utilities Select Sector SPDR Fund (NYSEARCA:... Read the Full Story |
| From Our Partners | | Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the digital dollar. They gave us the timeline… 2025 to 2030. We're in that window right now.
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| Finance | |
Most market participants tend to overcomplicate the art of investing. Sometimes, it is as simple as finding a business with a somewhat strong moat (whether brand or product), strong and growing financials, and selling at a discount. Recently, the S&P 500 and other stock indexes across the glob... Read the Full Story |
| Communication Services | |
Warner Music Group (NASDAQ: WMG) is in the communication services sector and is one of the “Big 3” companies in the music recording and publishing industry, including Sony Music Group and Universal Music Group (OTCMKTS: UMGNF).
The company’s returns have moved in the opposite ... Read the Full Story |
| Technology | |
After a stellar first half to the year, equities have been having a tough time of it since July. This is particularly true for tech companies, a handful of whom were largely responsible for the S&P 500's 20% run since the first week of January.
A combination of rising recession fears and con... Read the Full Story |
| Technology | |
After the stock market started a brief sell-off this week, most market participants let their emotions get the best of their portfolios, either selling out of stocks that they should never let go of or even starting prematurely buying the dip on the entire market, which is just as detrimental as... Read the Full Story |
| Auto/Tires/Trucks | |
Rivian (NASDAQ: RIVN) made progress on several fronts in Q2 and reached a pivotal quarter, at least in the eyes of its CEO. However, despite the good news, the stock price will return to $10 and may move even lower. The reason is simple. Rivian isn’t making money but burning it. Costs are ... Read the Full Story |
| Friday's Early Bird Stock Of The Day Cisco Systems, Inc. designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; wireless products include wireless access points and controllers; and compute portfolio including the cisco unified computing system, hyperflex, and software management capabilities, which combine computing, networking, and storage infrastructure management and virtualization. In addition, it provides Internet for the future product consists of routed optical networking, 5G, silicon, and optics solutions; collaboration products, such as meetings, collaboration devices, calling, contact center, and communication platform as a service; end-to-end security product consists of network security, cloud security, security endpoints, unified threat management, and zero trust; and optimized application experiences products including full stack observability and network assurance. Further, the company offers a range of service and support options for its customers, including technical support and advanced services and advisory services. It serves businesses of various sizes, public institutions, governments, and service providers. The company sells its products and services directly, as well as through systems integrators, service providers, other resellers, and distributors. Cisco Systems, Inc. has strategic alliances with other companies. Cisco Systems, Inc. was incorporated in 1984 and is headquartered in San Jose, California. | Should I Buy Cisco Systems Stock? CSCO Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Cisco Systems was last updated on Wednesday, July 15, 2026 at 6:06 PM.
Cisco Systems Bull Case -
Cisco reported earnings per share (EPS) of $1.06, exceeding expectations, which indicates strong financial performance and potential for future growth.
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The company has a robust net margin of over 20%, suggesting efficient management and profitability, which can lead to higher returns for investors.
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Recent developments in AI infrastructure have positioned Cisco as a key player, with increasing demand for its networking gear and AI-focused products, potentially driving future revenue growth.
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Cisco's quarterly dividend of $0.42 per share reflects a commitment to returning value to shareholders, with an annualized yield of approximately 1.4%, appealing to income-focused investors.
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The current stock price is around $50, which some analysts consider attractive compared to peers, suggesting potential for capital appreciation.
Cisco Systems Bear Case -
Despite positive earnings, the competitive landscape in the networking and cybersecurity sectors is intense, which could pressure margins and market share.
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Concerns about the overall economic environment and potential impacts on IT spending may affect Cisco's revenue growth in the near term.
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While Cisco is expanding its data center footprint, the costs associated with such expansions can be significant and may impact short-term profitability.
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Investors should consider the company's dividend payout ratio of 54.55%, which, while sustainable, may limit the funds available for reinvestment in growth opportunities.
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Market sentiment can be volatile, and any negative news regarding Cisco's strategic decisions or market performance could lead to stock price fluctuations.
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