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IWM is drawing attention amid choppy small-cap trading and rotation as tech weakens; traders are debating whether recent small-cap strength can last despite elevated oil, inflation and rate concerns. An abrupt bounce was also linked to unconfirmed reports of a possible U.S.Iran deal, which some traders viewed as a fragile, headline-driven move.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentums AI-data-center optics storyreinforced by CEO comments that optical components are booked through early 2029has fueled bullish interest, but traders are now focused on a sharp, volatile pullback across optical stocks. The debate centers on whether the selloff is a correction in an overextended trade or a deeper breakdown, with some citing sustained AI demand and others warning about valuation and technical support.

The Coca-Cola Co. engages in the manufacturing and marketing of non-alcoholic beverages. It operates through the following segments: Europe, Middle East and Africa, Latin America, North America, Asia Pacific, Global Ventures, and Bottling Investments. The company was founded by Asa Griggs Candler on May 8, 1886 and is headquartered in Atlanta, GA.

Coca-Cola Co

Coca-Colas upcoming quarterly earnings report is driving pre-report positioning after a sharp pullback from recent highs. Traders are split between betting on a rebound if results reassure investors and warning that the stocks strong run and rich valuation leave it vulnerable to further selling.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoins sharp selloff and break below a widely watched psychological support level have put traders on alert, with posts citing selling pressure and leveraged-position liquidations. The community is split between expecting further downside and viewing the pullback as a low-volume shakeout or buying opportunity.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. The firm also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment includes products and services sold for applications within the data center, communication networks and commercial and industrial markets in North America and Latin America. The Asia Pacific segment consists of products and services sold for applications within the data center, communication networks and commercial and industrial markets throughout Greater China, Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Westerville, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertivs sharp, extended selloff is drawing attention, with traders debating whether weakness reflects broader pressure on high-multiple AI infrastructure stocksamid concerns about rates, data-center financing and AI spendingor an overdone pullback in a company tied to power and cooling demand. Many are averaging down and looking to upcoming earnings for reassurance, while others remain cautious about valuation and the risk of further declines.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

A sharp pullback amid a broader AI and semiconductor selloff is driving attention, with traders citing macro and rate concerns as well as a possible sell the news reaction after Marvells investor day. The community is split between dip-buyers focused on long-term AI and custom-silicon demand and bears expecting further weakness, while the shares bounce has prompted debate over whether the decline is stabilizing.

Ciena Corp. is a network technology company, which engages in the provision of hardware, software, and services to network operators, as well as enabling enhanced network capacity, service delivery, and automation. It operates through the following segments: Networking Platforms, Platform Software and Services, Blue Planet Automation Software and Services, and Global Services. The Networking Platforms segment consists of converged packet optical and packet networking portfolios. The Platform Software and Services segment provides analytics, data, and planning tools to assist customers in managing its networking platforms products. The Blue Planet Automation Software and Services segment enables customers to implement large-scale software and IT-led OSS transformations by transforming legacy networks into service ready networks. The Global Services segment offers a broad suite of value-added services. The company was founded by Patrick H. Nettles and Kevin Brian Kimberlin in 1992 and is headquartered in Hanover, MD.

CIENA Corp.

A broad selloff in AI optical-networking stocks is driving attention to CIENA, with traders pointing to profit-taking and valuation pressure rather than a clear company-specific catalyst. The community is split between buying the dip for a rebound and worrying that elevated valuations or doubts about AI infrastructure spending could prolong the decline.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visas upcoming fiscal-year results are the main focus, with traders watching forward margin guidance and consumer-spending trends more closely than the expected earnings beat. Sentiment is split between bullish momentum near record highs and concerns that optimism is priced in or the stock is overbought.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Rising Middle East tensions, including fears of renewed US-Iran conflict and attacks affecting regional oil infrastructure and shipping, have driven crude higher and lifted USO. Traders are debating whether the supply-risk rally has further to run or is overextended and vulnerable to a sharp reversal if tensions ease.

Sui s a Layer 1 blockchain developed by Mysten Labs, a team founded by former lead engineers from Meta’s blockchain research division. It is designed for global adoption by providing a secure, high-speed environment for digital asset ownership and removing technical barriers for Web3 applications. The platform utilizes the Move programming language to create a safe framework and supports horizontal scaling to keep fees stable and speeds high as the network grows. Significant institutional support comes from major venture capital firms including Andreessen Horowitz, Coinbase Ventures, Circle Ventures, and YZi Labs.  The system functions by organizing data into independent objects rather than a single ledger of accounts. This object-centric data model enables parallel execution, allowing the network to process many transactions simultaneously instead of waiting for one to finish before starting the next. This architecture is built for rapid transaction finalization to ensure near-instant results. To maintain long-term stability, the network collects fees into a storage fund that rewards validators for keeping data on the network indefinitely.  Sui offers several advanced tools including zkLogin for easier account access and sponsored transactions that allow users to interact with apps without managing complex wallets or immediate fees. Developers can also create tailored object types that work across the entire network, which encourages innovation and deep composability. These features are designed to create a more user-friendly experience for interacting with decentralized applications and digital games.  The SUI token is central to the ecosystem, serving as the primary asset for transaction fees and on-chain utility within decentralized exchanges and lending platforms. Users participate in a proof-of-stake mechanism by locking their tokens to support validators and secure the blockchain in exchange for rewards. Additionally, token holders have a role in governance, allowing them to participate in voting on network rules and future protocol upgrades. Value moves through the system through these staking rewards and transaction fees to ensure the platform scales sustainably

SUI is drawing attention amid a steep decline and underperformance versus other crypto assets, with traders split between buying the dip and expecting further downside. Bearish discussion focuses on token unlocks and concerns about asset-freezing and network reliability; bullish traders point to accumulation and longer-term adoption potential.

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Ciscos pullback is widely tied to Piper Sandlers lower price target and concerns that networking growth may be peaking, even though the firm kept its rating unchanged. Traders are divided between calling the selloff an overreaction and buying the dip on AI-networking demand, while others remain frustrated by the stocks weak, range-bound performance.

Should You Buy, Sell, or Hold TER Stock Before Q3 Earnings Release?

Teradyne's strong AI-driven demand, expanding semiconductor testing opportunities, and upbeat Q3 earnings outlook make the stock an attractive investment choice.


Here's Why Cisco Systems (CSCO) Fell More Than Broader Market

Cisco Systems (CSCO) reached $104.89 at the closing of the latest trading day, reflecting a -2.21% change compared to its last close.

Congressional Trading Report: Sen. John Boozman Bought Over $10K In Cisco Systems Stock

On October 21, 2026, it was reported that Senator John Boozman executed a purchase of Cisco Systems (NASDAQ:CSCO) stock, valued between $10,010 and $150,000. The transaction, recorded in the October filing, was made onread more...

TXN Q3 Earnings Beat Estimates on Strong Analog, Data Center Demand

Texas Instruments beats Q3 earnings estimates as strong Analog, industrial and data center demand drives 28% revenue growth and sharp margin expansion.

See Which Recent 13F Filers Hold CSCO But Robinswood Financial, Climber Capital, Lazari Capital Management, Islay Capital Management and Advus Financial Partners Exited

At Holdings Channel, we have reviewed the latest batch of the 55 most recent 13F filings for the 09/30/2026 reporting period, and noticed that Cisco Systems Inc (Symbol: CSCO) was held by 30 of these funds. When hedge fund managers appear to be thinking alike, we find it is a go...

Splunk State of Observability 2026: Avoiding the Hidden Costs of AI Agents

Splunk State of Observability 2026: Avoiding the Hidden Costs of AI Agents Splunk State of Observability 2026: Avoiding the Hidden Costs of AI AgentsPR NewswireSAN JOSE, Calif., Oct. 20, 2026 New research reveals how observability restores financial predictability as enterprises navigate rising...

IBM's Logiq Consulting Acquisition to Boost UK Cybersecurity Reach

IBM's acquisition of Logiq Consulting strengthens its cybersecurity portfolio and expands its presence in the U.K.'s defense and regulated sectors.

ALAB vs. CSCO: Which AI Infrastructure Stock Is a Better Buy?

Astera Labs' strong AI connectivity growth and 81.5% stock surge stand out, but Cisco offers greater upside potential with robust networking demand and a lower valuation.

Cisco Systems (CSCO) concluded the recent trading session at $113.64, signifying a -1.24% move from its prior day's close.

BR Stock Rises 14.3% in Three Months: Here's What You Should Know

Broadridge's recurring revenues, expanding sales backlog, AI-driven efficiencies and strong cash flow fuel growth, margin expansion and shareholder returns.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

CSCO, NVDA Stock Inch Higher — Cisco And Nvidia Expand Partnership To Bring Agentic AI To Splunk Customers

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Cisco and Nvidia are bringing Splunk AI directly to self-managed, private cloud, and air-gapped environments through the new Cisco AI POD for Splunk.&nbsp;</li><li>A new Tokenomics feature inside Splunk lets organizations monitor model usage and track expenses tied to software development agents in real time.&nbsp;</li><li>A new multi-year collaboration with Amazon Web Services aims to counter high-speed, AI-driven cyber threats.&nbsp;</li></ul><p>Cisco Systems Inc. (CSCO) unveiled a series of product updates for its Splunk platform on Tuesday, aiming to remove enterprise barriers to AI adoption by improving spend visibility and adding enhanced security features.</p><p>Announced at the annual Splunk .conf event, the updates target common enterprise hurdles to scaling AI, including data sovereignty requirements, unpredictable compute costs, and rapid cyber threats. As part of the rollouts, Cisco is&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2026/m09/cisco-delivers-trusted-ai-at-scale-through-new-splunk-advancements.html">broadening</a> its ongoing alliance with Nvidia Corp. (NVDA) and Amazon Web Services Inc. (AMZN).</p><p>"One of the biggest roadblocks to enterprise AI today is that it's too hard to deploy," said Jeetu Patel, Cisco's president and chief product officer. "By running Splunk AI on the infrastructure customers already trust, they can move faster to put AI to work in their business with confidence and control."</p><p>CSCO and NVDA stock both gained nearly 1% on Tuesday at the time of writing.</p><h2 class="st-heading-2"><strong>Bringing Generative AI To Private Data Centers</strong></h2><p>Cisco and Nvidia introduced the Cisco AI POD for Splunk. Built on the Cisco Secure AI Factory architecture, the turnkey hardware and software system lets companies run the Splunk AI Assistant locally within private clouds or air-gapped data centers.</p><p>The infrastructure supports self-hosted open and proprietary large language models, including Google's Gemma 4, OpenAI's GPT-OSS 20B, Cisco’s Deep Time Series Model, and upcoming models from NVIDIA’s Nemotron family. Justin Boitano, vice president of enterprise AI at NVIDIA, noted that the joint architecture gives businesses a high-performance foundation to run AI agents where their data natively resides.</p><h2 class="st-heading-2"><strong>Real-Time Financial Tracking for AI Usage</strong></h2><p>To address rising compute costs for enterprise AI models, Cisco debuted a "Tokenomics" capability within its Splunk Agent Observability suite.</p><p>The software tracks token consumption across custom AI agents and developer tools like Cursor and Claude Code. Using predictive analytics, the system forecasts upcoming usage trends to help IT leaders link AI expenses directly to operational outcomes before billing cycles conclude. The tool also provides runtime guardrails designed to block hallucinations and prevent sensitive data leaks.</p><h2 class="st-heading-2"><strong>Strengthening AI Security</strong></h2><p>To address cyberattacks operating at machine speeds, Cisco expanded the Splunk Agentic SOC Workforce, a collection of specialized AI agents designed to handle threat hunting, incident investigations, and detection engineering.</p><p>Cisco also announced a new multi-year agreement with AWS focused on joint product development. The initiative aims to combine Splunk's security data analytics with AWS cloud infrastructure to speed up response times for enterprise security operations centers.</p><h2 class="st-heading-2"><strong>CSCO, NVDA Stock: Retail View&nbsp;</strong></h2><p>Retail sentiment on Stocktwits was ‘bearish’ towards both CSCO and NVDA stock, with ‘low’ message volumes.&nbsp;</p><p>CSCO stock has gained 41% year-to-date, and NVDA stock has risen 13% during the same period.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, a person holds a smartphone displaying the logo of Cisco Systems Inc.

Cisco has introduced advanced Splunk integrations and an extended partnership with Nvidia to give enterprises real-time spend tracking and AI-driven security automation.

Amazon.com Inc

$CRWD

$PANW

$NET

Cybersecurity is one of the market's most crowded trades right now, and $CRWD, $PANW, $NET, and $ZS each represent a different bet on where the next leg of growth comes from. If you had to put your money behind just one for the next 12 months, which are you choosing? Explain your reasoning in the comments.

Which cybersecurity stock will post the best performance over the next 12 months? 
 
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Current Price	$106.50
Prev Close	$104.89
Open	$104.32
Dividend Yield	1.45%
50-Day Moving Average	$110.23
Beta	0.90
Avg. Volume	17.96M
PE Ratio	31.99

52-Week High	$130.37
52-Week Low	$70.43
Market Capitalization	$419.89B
EPS (Annual)	$3.33
Price to Book	8.36
Revenue Per Employee	$768,507.28

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