Cisco's stock closed down 12.3% on February 12 as rising memory prices put pressure on the networking company's margins; it was the stock's worst day since 2022
Its going to be amazing if the supercharged rush to build AI datacenters drives up the costs of chips so much that it makes the entire venture unprofitable in the short term sufficient to undermine long-term plans and the entire thing comes crashing down. — www.cnbc.com/2026/02…