Acquired Jetro/Restaurant Depot, a $29 billion empire, highlighting its role in large-scale M&A and business consolidation.

Reached a 26-year high as the 'plumbing' of data centers sees a resurgence in value.

Likely to see increased demand for automated patching and AI-driven defense platforms like Cisco Duo as manual security becomes obsolete.

Noted for having mixed usage changes in the security sector.

Essential infrastructure play that provides the security layers necessary to safely integrate powerful AI into the economy.

Regarded as a trusted partner for integrating frontier AI into cybersecurity defense.

Gaining early access to Mythos to scan codebases and harden infrastructure against AI-driven cyber threats.

Participating in high-level cybersecurity partnerships to address zero-day exploit risks.

Collaborating with NVIDIA as a major partner for the NemoCanvas AI agent platform.

Mentioned in a bearish parallel by Michael Burry, who compared NVIDIA's large purchase commitments to Cisco's situation during the dot-com bubble.