Cisco Beats Q4 but Stock Falls 8%: AI Orders Squeeze Margins
Cisco reported record Q4 revenue of $17.3B and $4B in AI infrastructure orders, but the stock fell 8.4% as gross-margin mix and FY27 guidance disappointed.
tech earnings
Oracle Beat Q4. Then It Asked Wall Street for $40B
Oracle posted a clean Q4 FY26 beat, then unveiled a $40B FY27 raise for AI capex. ORCL slid 6% after-hours as the debt math overshadowed the print.