Cisco ($CSCO) podcast mentions
Per Ticker.id: 73 Cisco ($CSCO) mentions across 13 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-09.
My 5 stocks are Apple, Costco, Cisco Systems, Microsoft, and Merck. Mr. Kramer, am I diversified?
Speaker D · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/9/26 · 2026-10-09All right. Now, this is another tough one. Joe's got me over a barrel here. Well, obviously, I like Merck, and I think that they are doing incredibly well. It's just been a good, good period for them. So a bunch of number bumps today. Costco. I go to my Neptune Costco down there, John. I don't know if you passed the Neptune Costco on the way down to Lavalette. If you did, you were taking the wrong way. But that's okay. It's pretty good. Apple's on it. Don't trade it. So now what do we do? We have Microsoft and Cisco. Now I got to get— I mean, I don't know. Chuck Robbins is probably listening. Chuck never misses the show. Chuck, we're going to have to get— you have to trade your Cisco, Joe, because you got to go in. You got too much, too much tech. And wherever we look, we've got data center exposure, whatever. I think that you need to be thinking Wells Fargo. I really like Wells Fargo. They report next week. I think it'll be very good. Microsoft again, Satya. I love Amy Hood. I mean, like, I'm looking at my executive person, knows how much I think of Amy Hood.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/9/26 · 2026-10-09So of the 11.8% S&P 500 performance for the first 9 months, energy has contributed 1.3% of that total performance. Not bad, but there is just no way to get around the fact that the energy sector is tiny. Infotech this quarter witnessed a reversal of the tech narrative that was dominant prior to the third quarter. Now, during the first 6 months, investors flocked to hardware tech companies that were experiencing shortages because of the boom in AI CapEx spending. So companies like Micron and SanDisk did really well. Other suppliers such as Arista, Cisco, and Dell did very well too. These were the best performing tech stocks.
Steve Eisman · The Real Eisman Playbook · Q3 2026 Market Recap: Energy Up, Utilities Crushed, and Software Flipped | The Weekly Wrap · 2026-10-09That was like Cisco, Microsoft, Intel. Cisco, yeah.
Josh Brown · The Compound and Friends · This Is Where the Rubber Meets the Road, with Jurrien Timmer · 2026-10-09Then LTCM happened, like, totally unrelated to the internet. You had a 22% decline. The Fed blinked, eased rates 3 times, and that's the melt-up. Then the melt-up phase started, '98 to 2000. Mega-cap stocks doubled in valuation and they did not have the earnings to back it up. And you had Cisco vendor financing everybody else, just like Nvidia is doing today. So April 2025 is that same moment. Market had gone 21% down. So back up. 2022, ChatGPT's launch. That was the, oh my God, you know?
Jurrien Timmer · The Compound and Friends · This Is Where the Rubber Meets the Road, with Jurrien Timmer · 2026-10-09Thank you. Thanks, guys. Bye. Bye. Safe. Uh, up next, I believe we have an in-person guest or are we switching to— we're switching to remote. Okay, here we go. But first, let me tell you about Cisco. Cisco, critical infrastructure for the AI era unlocks seamless real-time experiences and new value with Cisco. And we are bringing in Moritz. Is that correct?
John Coogan · TBPN · Crypto Going "Bunker Mode", The Mathpocalypse, Starbucks Explores Chipotle Takeover | Rebecca Kaden & Michael Mignano, Nathan Benaich, Michael Sindicich & Healey Cypher, Moritz Stephan, Anastasios Angelopoulos, Zach Yadegari · 2026-10-082000 was a little before my time. I started this job in April of 2008, 3 weeks after Bear Stearns failed. So the financial crisis was where I was tested in fire, right? I was in grad school in 2000. However, in 2000, I would say there's a few things that were going on. One is we talked about stockpiling and, and over there, you know, dark GPUs. I don't think there's a lot. There was dark fiber. We've got dark fiber sitting in the ground today for demand that was, it was built off for demand that never showed up. Up. So that was one thing that was different. The other, the valuations were much higher. I'm gonna make up— I don't remember what it was, but Cisco was on 200 times forward earnings, whatever the hell it was in 2000, right? Again, NVIDIA is probably at 12 times, right? So like, we don't have the same kind of multiple-driven— like, if you're worried about a bubble, it's definitely on the multiple side. You'd have to argue why are earnings in a bubble, and even there, like, the multiples are not that high. So that's one big difference, I think, between the two. So one is to build out ahead of demand. I think actually right now demand is— nobody has enough. Like, we're actually building out with demand versus building out ahead of demand.
Stacy Rasgon · Monetary Matters with Jack Farley · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon · 2026-10-08Our answer is not what most people would expect to hear from a quantitative investor or a business school dean. Creativity and emotional intelligence. That's what's going to get you the big bucks on Wall Street going forward. You got to win that poetry competition in Bushwick if you want to get the big bonus. Not because these qualities are wholly immune to AI, but because in the age of AI, they are domains where people can develop a durable Advantage. They— AQR said golden retriever, Max. They agree. They agree. The era, the time of the golden retriever is upon us. You're in Europe and you're building the data center. You got to call Cisco. You also got to procure a beautiful, beautiful building because take a look at this European data center. Amazing. This solves so much. This is so good, right? This is what we want.
John Coogan · TBPN · OpenAI Math Breakthroughs, SpaceX’s $40B Nvidia Deal, Quant Firms Hiring Idea Guys | Diet TBPN · 2026-10-07Our answer is not what most people would expect to hear from a quantitative investor or a business school dean. Creativity and emotional intelligence. That's what's going to get you the big bucks on Wall Street going forward. You got to win that poetry competition in Bushwick if you want to get the big bonus. Not because these qualities are wholly immune to AI, but because in the age of AI, They are domains where people can develop a durable advantage. AQR said golden retriever, Max. They agree. They agree. The time of the golden retriever is upon us. Anyway, let me tell you about Cisco. Cisco, critical infrastructure for the AI era. Unlock seamless real-time experiences and new value with Cisco. If you're in Europe and you're building the data center, you got to call Cisco. Cisco. You also got to procure a beautiful building because take a look at this European data center. Amazing. This solves so much.
John Coogan · TBPN · Some Math Problems, Arsenal-2, Porsche Mission S | Walter Russell Mead, Kat Cole, Tarek Alaruri, Tyler Niday, Scott Morton, Josiah Meyer, Aarush Selvan · 2026-10-07One of the greatest. Anyway, let me tell you about Cisco critical infrastructure for the AI era. Unlock seamless real-time experiences and new value with Cisco.
John Coogan · TBPN · Le Chonk, Buffett Discovers YouTube, The Case Against AI Job Doom | Greg Fleming, TJ Parker, Joowon Kim, Rick Dungey, Dylan Field, Hardik Kabaria · 2026-10-06I'm waiting for somebody to come out and say, yeah, you know, I really want to be in venture capital. I, uh, actually did an analysis of Kleiner Perkins in the '80s and '90s and all their investments. And I built this model and I researched it all. And I researched how they made their investment decisions and how they exited, uh, too early from Apple and Cisco. And if they had held their shares, when they became public companies, what those shares would've been worth and what the returns for that fund would've been. And I looked at their DPI and their TVPI, and I looked at their IRR over 30 years instead of just the 10 they were investors in Apple. I'm waiting for some ambitious kid who does that while they're at school. And that's will change everything for you. And then the other unlock I wanna give you as a gift is to read a biography a month. One biography a month, 10 a year. You can take a month or two off. You can listen to them too. So for example, and you don't have to read just business biographies, although that's a great place to start.
Jason Calacanis · This Week in Startups · Jason Mentors The Next Generation + Why AI Is Bad at Teaching (Aristotle Interview) | E2346 · 2026-10-05Anyway, let me tell you about Cisco. Critical infrastructure for the AI era unlocks seamless real-time experiences and new value with Cisco. Okay. Who wants to play these AI-generated video game mods? Kotaku does not. They posted an article that said, I don't want to play your, my, your AI-generated mod that puts Skate 3 inside Modern Warfare 2 inside of Minecraft. They don't want to play them. Tyler, what do you think? Do you want to play these or did I have to force you?
John Coogan · TBPN · AI Video Game Mods, Should You Sell Your Data, Bryan Johnson on Endurance Racing | Sean Frank, Linda Du, Ali Partovi, Sigil Wen, Jerry Wu, Bryan Johnson · 2026-10-05Merck still number 3 for the year. Behind Cat and Cisco. Jim, it's good to have us all back together.
Carl Quintanilla · Squawk on the Street · 9AM HOUR: Nvidia's Record Run, Sam Altman Makes the Rounds, Yields Keep Rising 10/5/26 · 2026-10-05to come and chat with us. Have a great rest of your Friday. Have a great week. We'll talk to you soon. Cheers. Goodbye. Let me tell you about Cisco. Critical infrastructure for the AI era unlocks seamless, real-time experiences and new value with Cisco. We're running about 10 minutes behind, but we are going to stay back on track. Molly Fowler from the Dorm Room Fund, the founding partner.
John Coogan · TBPN · BYOCompute, Pope Destroys False Idol, Ben Affleck's White Pill | Joe Gebbia, Molly Fowler, Tom Dotan, Pim de Witte, Greg Castle · 2026-10-02This week on September 30th, on our premium subscription service, we interviewed Edwin Dorsey, creator of the Bear Cave newsletter. I believe these prediction markets provide a lot of high-quality value and information, which helps people make better decisions. Edwin has become an expert in prediction markets, and we focused on those markets and some of their problems. Next week on Premium, on Wednesday, October 7th, we will post an interview with Joseph Carlson, who is a podcaster. We discussed where Joseph, a former software engineer, thinks AI is really impactful and where it is not. This week on September 28th, on our free service, we interviewed Sam Badri, the head of investor relations at Cisco. We discussed how the AI revolution has impacted Cisco's revenue earnings, and also discuss Sam's view of the durability of the AI narrative. Next week on Monday, October 5th, we will post an interview with Krishna Guha, the Fed Watcher for Evercore.
Steve Eisman · The Real Eisman Playbook · Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap · 2026-10-02