CSCO Still Has Niche in AI Trade: Kim Forrest Sees Data & Data Centers as Moat

Cisco (CSCO) remains in the heart of the AI trade due to its networking capabilities, says Kim Forrest. The data center buildout and the need for data access are two sides of the same coin Kim believes Cisco can cash in on. The networking giant still faces one key question: how effectively can the legacy tech firm capitalize on AI's rapid evolution?

The Watch List

23 Sep 2026

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