Cisco stock falls on margin concerns. Here's what Wall Street analysts are saying.
Analysts say a focus on the artificial-intelligence 'supercycle' could pressure gross margins.

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We are not tracking “street-concerns” as a topic yet, so here are the stories that mention it.
Analysts say a focus on the artificial-intelligence 'supercycle' could pressure gross margins.
Investors are closely monitoring earnings releases of AI companies amid concerns about the durability of high spending and demand.

Concerns included international growth, margin compression as well as pressures from inflation, energy costs and potential supply chain disruptions.

Shares of Chipotle jumped 6.2% after hours on Wednesday, after the company managed to eke out a surprise same-store sales gain for the first quarter.
As OpenAI gears up for a potential IPO, it's outlined a more tempered infrastructure strategy and has moved away from an ambitious agreement with Nvidia.

CEO Clayton Magouyrk said on the earnings call that the 'bring-your-own-hardware' model has been working and the company will not incur any more debt in 2026.

8 Wall Street pros share their tips on investing amid rising AI bubble concerns

President Donald Trump's rejection of the postwar global system has sparked concerns about the future of international relations and the U.S. economy.
Analysts have forecast more stellar gains for the S&P 500. But concerns about inflation, the dollar and sky-high valuations could make for a choppy run.

The final session of the week saw red dominate Wall Street screens, as stocks slid broadly following a renewed tech-led sell-off. | Rivian Automotive stock is…

Rivian impressed Wall Street with its plans for AI and automation, but significant challenges involving demand and capital remain for the EV maker.

The analyst downgraded Tesla's stock to equal weight from overweight.

Wall Street is concerned about the health of the nation's regional banks, after a few of them wrote off bad loans to commercial customers in the last two weeks
World shares are lower following a retreat on Wall Street driven by concerns over banks' loan portfolios
The tech giant raised its long-term financial targets and projected strong cloud margins, reassuring investors that its massive AI spending spree is on a path…
Fears are mounting around the health of their lending businesses.
A resurgence in trade tensions between the U.S. and China squeezed some of the excess out of an enthusiastic market and put investors on guard as big banks rep…

Wall Street pushes back on AI bubble concerns, BLS plans to release Sept CPI

In Asia, investors will look toward the Reserve Bank of India's rate decision.

Nvidia matched its intraday high and headed for a record close as investors gain confidence that the chipmaker will power through China restrictions.

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