Cisco vs. Broadcom: One Stock Looks Like the Better AI Play
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The post Cisco vs. Broadcom: One Stock Looks Like the Better AI Play appeared first on 24/7 Wall St..
Cisco Systems (NASDAQ: CSCO) and Broadcom (NASDAQ: AVGO) both just closed AI-heavy quarters, and the results sit on opposite ends of the infrastructure boom.
Cisco reported $17.3 billion in Q4 FY2026 revenue on August 12, powered by an enterprise networking refresh. Broadcom’s Q2 print landed on June 3 with $22.2 billion and a hyperscaler-fueled AI silicon surge.
Enterprise R
Cisco Systems (NASDAQ: CSCO) and Broadcom (NASDAQ: AVGO) both just closed AI-heavy quarters, and the results sit on opposite ends of the infrastructure boom.
Cisco reported $17.3 billion in Q4 FY2026 revenue on August 12, powered by an enterprise networking refresh. Broadcom’s Q2 print landed on June 3 with $22.2 billion and a hyperscaler-fueled AI silicon surge.
Enterprise R
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