Cisco (CSCO) delivered a stronger-than-expected fourth quarter performance last night, extending its streak of topping Wall Street’s forecasts. Notably, CSCO has exceeded Street’s earnings expectations in the past four consecutive quarters,

Cisco Systems, Inc.'s solid Q4, AI momentum, and attractive valuation make it a smart buy for tech investors. Click for my updated look at CSCO earnings.

AI infrastructure growth was led by hyperscale customers, but demand will extend to enterprises as they modernize their network and security platforms for AI.