Recently released 12 latest stock Jim Kramer discussed. Cisco Systems, Inc. (NASDAQ:CSCO) is one of the stocks we discussed recently.
Cisco Systems, Inc. (NASDAQ: CSCO) is a networking equipment company. During the show, Cramer interviewed CEO Chuck Robbins and discussed stocks throughout.
“When I spoke to Chuck Robbins, a business round table this morning, they are confused, they are confused, they are afraid so they don't want to add a lot of people.
Copyright: bluebay/123rf stock photo
“[On how AI infrastructure orders were 2x the initial target] I thought that was great. The obvious problem is security. Not their huge and authentic refreshes for all their switching and routing. It's certainly not their AI, it's very, very strong. Inventory is diminished due to some of the words they had to say about security being deprecated. And I think we have to get to that bottom and understand what's going on. A lot of it is government work and you can say that without asterisks and government work, they're fine. But no one has anything that stocks have momentum on the downside.
While we acknowledge the potential as an investment in CSCO, our conviction lies in the belief that some AI stocks offer higher returns and hold the greater promise of limited downside risk. If you're looking for a very inexpensive AI stock that is also a major beneficiary of Trump's tariffs and supervision, check out our free report. Best Short-Term AI Stocks.
Read next: 30 stocks that double in three years and 11 Hidden AI Strains Buy Now.
Disclosure: None. This article was originally published Insider Monkey.
