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Cisco shares fall as analysts flag potential gross margin pressure
Analysts cited expectations that an AI driven “supercycle” could weigh on Cisco’s gross margins.
Cisco shares fell, with MarketWatch noting Wall Street concerns that the company’s margins could come under pressure.
The outlet said analysts linked the risk to expectations around an AI driven “supercycle,” arguing that increased demand and shifting dynamics could affect gross margin performance.
MarketWatch also framed the move as part of broader investor scrutiny of how large technology spending cycles translate into profitability for enterprise networking suppliers.
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