CNBC Tech - Gaming

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1. We're increasing our Cisco Systems price target after an AI-fueled beat and raise

   Another quarter of double-digit order growth proves Cisco is an underrated winner from the AI infrastructure buildout.

2. CNBC Daily Open: An AI and 'everything else' market in play in the U.S.

   What investors would really like is if fork in the markets merges into one. That tends to be the safer path to take.

3. Firefly Aerospace shares jump 15% on strong revenues, boosted guidance

   Firefly Aerospace, which went public in August on the Nasdaq, issued better-than-expected third-quarter results and lifted its guidance.

4. Cisco's stock jumps on earnings beat, strong guidance and $1.3 billion in AI orders

   Cisco has returned to growth this year after revenue dropped in 2024, but Wall Street is waiting to see if the company can be a major player in AI.

5. Defense startup Govini founder Eric Gillespie charged in child sex sting

   Govini has a $900-million U.S. government contract and multiple deals with the Pentagon.

6. What Anthropic's $50 billion AI infrastructure investment means for these 3 portfolio stocks

   Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

7. AI startup Code Metal is going beyond vibe coding with the help of $36 million in fresh capital

   Code Metal has raised $36.5 million in a funding round led by Accel.

8. Waymo begins offering freeway robotaxi rides in San Francisco, LA and Phoenix

   The Google sister company has been testing robotaxi freeway rides with employees for more than a year.

9. Anthropic to spend $50 billion on U.S. AI infrastructure, starting with Texas, New York data centers

   Anthropic rival OpenAI has secured more than $1.4 trillion worth of deals with Nvidia, Broadcom, Oracle and the major cloud providers.

10. AMD stock soars 9% on strong growth projections as CEO Su calls AI spending ‘the right gamble’

    Many of AMD's hyperscaler customers have beefed up spending as AI reaches an "inflection point" and companies can see the return on that spending, Su added.