are these customers a cisco customer, maybe a new cisco customer? take all of that data and ingested into the platform that our customers have invested in. they get all the security insights that they were getting before. they get the security insights they can get out of the cisco security products. they get performance information occurring in the networking devices that they have and now they have a complete view of the technology infrastructure, so when i have a problem, they can quickly determine if there's an application problem, infrastructure problem, or if there is a cyber issued, getting to the remediation more quickly, so important to our customers. that's what we think we can do uniquely with a splunk application . >> without it, security would not grow as much as i wanted. got to go faster to do it. and i want the recurring revenue. only paying 16 times for revenue with a good balance sheet that is paying terrifically. i want to thank chuck robbins, cisco ceo and chair. another great quarter. we will be back after the break. >>> coming

revenue and profit at cisco did fall, it's been spending big on a.i. expectations at least for the quarter. the networking equipment company raised its revenue forecast. street's taking that as a sign of demand for some of those a.i. products product orders in fiscal q1 up 20% from a year ago and excluding the acquisition of splunk, orders were up chuck robbins on the call saying the splunk integration is "progressing in line with our expectations." he says arr is ahead of expectations in terms of profitability. at this point, gross margins topping 65%. the company was hit by a $665 million restructuring charge back in august. cisco did say it was cutting 7% of staff and now needs to pay severance, among other charges stock has been flat. it's been bouncing around a little bit after earnings but it's up 17% year to date catch this interview, though chuck robbins coming up in the next hour on "mad money" with jim cramer, guys >> kate, thank you >>> what does the chart look like to you? >> just in terms of history of this, of course, we know it was the m

i deal with cisco a companion the bus to new york city of the way we used to solely by that but to say that with me. yeah. let me let them know. don't mind that. yeah. cuz the formal the full way and the machine to share thoughts as mentioned. yeah. when you most of you initially associate wally. yes and but the look at the model and it says it should be conducted. he really couldn't use them for so yet. so as a petroleum come up, somebody is not new mean. so it is different than his own. i mean, yeah, no good. what's your sense of things to pause the position and the way you and the stuff in each. so usually specific easy. so you wait. so the show and i do suspect or like i mean there's some of the problem you the senior word mirrors, bullet manual dollars so that, that's a good example for you as well. and yourself. good luck. i could see i heard some, you know, the ideas of it's the applies volunteer in don't bass has been fighting since the as the most dante is co sign is highland which explains and defines as kind of like the actions that is part of your choice. you're using a joy

to book a particular decide you come from this, what you want me to, but which is the theatre which cisco a companion of us to do. you happen to see a little, but you will use it only by enough to say that with me. yeah. let me let the little mind that. yeah. cuz the formal the full way and the machine to shuffle. so as much in the when you, most of you initially the solution way me yes, it better to look at the motor and is this just give you conductive you really can use them for so yeah, so as a proposal lane come up, somebody is letting you know what i mean? so it is different than his own list for me. yeah. no morgan, what's your sense of things? do you also publish it that way? you and the stuff in each. so usually specific easy. so you by itself the sure sure. this is the, the time is that there's some of the senior word mirrors boy, a junior with the wallace so that, that's the garden level as well. and yourself. good luck. i could see i heard some, you know, the ideas of it's the an upsize volunteer in don't bass has been fighting since the, as the most daunted is co sign is high

phase, as you said, we could see stocks roll over you talk about, the comparison to the global 90s ciscohat can you compare what is going on with ai and nvidia to what we saw, for cisco.com boom a bust. >>, maria, you framed it incredibly well, the end of 94 you had first mass intent web browser, navigator came out cisco revenues up 15 1/2 times from end of 94, six years to ultimate peak if you look at nvidia even though revenues up 5.9 times from destruction of chatgpt, at end of widow two that is nowhere near the 15 1/2 times growth you saw over six years, by cisco you did go through periods of digestion even during that surge i am kind of looking at, as i said earlier nvidia revenues have gone up 5.9 times over two years cicero revenue was up three times over that are periodicals, 3.3, quite a bit faster almost twice as fast so it wouldn't surprise me to see a digestion especially you see a big surge in revenues from companies that are spending, this kind of money right now you are just not seek that. maria: so i say, in a ai capex for are the largest players is up nearly 60% in 2024,

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joseph of cisco on absolutely the success put on a lot of talk soon. can i give you the u. k. as in hub for training ukraine militants, sabotage on the us, special operation to land on 10 drugs sped, were trained by british instructors. the operations failed. and this students would capture the system value preferred voltage, also at the end of what it is you know, for your state case breakdown, gets to the top as always. and you might have somebody made a couple of points of december to go. it was captured during a special mission on the neighbors. 10 drove, sped. george in the street, gills, scared lead. so signed a contract with ukraine in forces. in the 2nd, the international legion, the key recruited him in germany. the charlotte, as to the medic honest upfront tools k, dan one the probably. okay. so does our own detail uh, rooftop sunset own you know, to based on total funds in addition to training ukrainian soldiers underwent a psychological conditioning to florida association. sonya that contributes to stores to do a lot of those are easy enough from show to the news i

that's assuming some phone calls from from cisco. what was the store? the says that everything was still got me. would it be if you're out of here for this, for one period that's called the one that was it was is this is actually used in georgia really. it was in the system in april 2024, a volunteer group was in pub us now. what they found in the basement of a private house shots, even the strongest among them. they pulled the remains of 3 ukrainian militants out of the basement. one more expensive tentacle uniform, unknown ukrainian army kids. the phone found among the remains contained child pornography and instructions in english, on how to upload the files to the don't net don't you to use the pacific even point and you'd say that most have still been thrown off my work. people will not be surprised for i will show us the ranges lead the way was inscribed on a child's bank and one of the photos on the phone is the most of the us army is 70 phase power. i showed reconnaissance. regiments to the lp all believes that the child born possessing soldier

his comments from yesterday at delivering alpha >>> and cisco's first quarter results falls. the company is projecting annual revenue in line with forecast. on "mad money" last night, he is confident it will exceed orders this year. >> two things as a result of a.i. the first is upgrading the technology and infrastructure just to be ready i think the pandemic, as an example, caught them off guard and weren't where they needed to be they want to be ready. they are upgrading technology which is what you saw. >> cisco shares lower in the pre-market right now >>> we turn to beazer homes up 7% the home builder reported higher revenue in q4. sales up more than 30% in october. shares up just about 7.5%. >>> turning attention back to the broader markets. futures in the green we are seeing stocks pretty much or futures at the same level earlier. the dow would open up 60 points higher investors with cautious optimism from the wall street brightest and best from the delivering alpha conference in new york city. >> trees don't grow to the sky definitely not interrupted something will ups

i'm a cisco from child support system. absolutely to success, but on a lot of talk show glass give you the u. k. is in hub for training ukraine militants. sabotage on the us. special operation to land on 10 drove sped, were trained by british instructors. the operations failed, and the students would capture the course of the flyers at the end of what it is, you know, for your state case breakdown gets to the doctor. so here's the minus sign we made a couple of times. the points of december to go in was captured during a special mission on the neighbors 10 drove spit, george, and most regular guard late, so signed a contract with ukrainian forces in the 2nd international legion, the key recruited him in germany. the charlotte as to the committee con, it's tonsils. k, dan, one the probably okay to $5000.00 on the rooftop sunset own yeah. to based on total funds in addition to training ukrainian soldiers underwent a psychological conditioning cause of the flags, new logical solo seizures. so that's all the stores to do. a lo

but just for the back of the if cisco on top of the field of worship glove means it is a slight because to you guys that are so beautifully, supervisor of good or should flame a fluid issue. and you also like you strong enough. listen to the physical knots the the .

, that you have linked to forced labor in china. lot of companies responded, cisco included, we're taking this seriously. we're looking into it, we'll get back to you and usually that's the play. hopefully the report will go away and my hope is to not go away. and so they do the same thing with congressman right. several companies use the argument, but with the lend the supply chain between best thoughts processing dots, unexplored to us. it's almost impossible to track the original sea food. it also happens to be very profitable for them to blind themselves to the details. that answer is not going to be good enough with me. it's not going to be good enough with the american people and the american sea food consumers. we're going to demand change because we know too much, you know, lead to the us government find imports from seaford process. so shun, don't me. jack drew back in indonesia. father, whose family still dealing with that law for some but in the got i got little while and then williams are. yeah. okay. do you mean you need that? i'm going to put in the deb hold on the gun. been

now maybe when you stay in your cisco not older couples now, my gosh, just pro cisco without you, but it was coming up to the concert this. what do you want? i will. so we're going to skip. now let's use the for key now to hear that. so let's get the culture or you know, fennel manual when each smoke not going to let me stand and you know, get out of the question now is not we'll stop it even though it goes into the main screen. our logo doing orders quick, we just will someone daily. and if she like, applying that, nicole. p is august. the 1st group of prisoners around $2500.00. arrived in the north of a, in the june of 1942. from there, most of them were sent to 5 temps up north only, or the 1st group of prisoners learned to use divides. and the in some of these jobs to you had the death rate up to uh, 82 percent each which is actually higher done. even though, so it's when it comes to percentage, one of 5 camps were run by the s s, one of which was in general shock. the camp was originally supposed to have 400 slaves, only 111. survive of the city guy, cardoso, potter. it's feed ty

student by the name of mohammed who was raised by a single father who had aspirations to become a cisco engineer. through working with us in our platform, not only was he able to earn his certification in high school, he graduated and when straight into the workforce making $90,000 a year when his walk -- father was not making $25,000 a year. as a black woman standing here today, i have to say it keeps me up at night to think about the statistics for children and families who are graduating and leaving high school every day not prepared for the workforce. when you think about that impact, we are talking about lack of housing, lack of education, lack of health care these folks have access to. so then what i take the blue pill and think about the power of ai and the impact that it can change, look what i said about the textbook. right now, a textbook does not have the opportunity to be culturally responsive to who i am, where i grew up, the income of my parents, or the desperate need of where i need to go. where ai is today is allowing us to develop games that previously took years and hu

cisco closed its four offices in north san jose before the move.gust, the company announced it was cutting 7% of its workforce. >> one of the biggest advocates for a national high speed rail network is making a state by state pitch to build support. massachusetts congressman seth moulton recently coauthored the american high speed rail act, which would invest 205 billion federal dollars into high speed rail. today, he shared his plan for modernizing national travel chicago to la for example. >> no, most people are not going to take a high speed train that distance, but people will take high speed rail from chicago to omaha. people will take high speed rail from omaha to denver to salt lake city, through vegas to california. you put them all together and you have a national network. >> here in california, the high speed rail authority is currently building about 120 miles of the rail system in the central valley, and plans to begin testing in 2028. >> san francisco is taking some new steps to help get people out of the cycle of drug abuse. >> i'm ve

so right now here at cisco grove, that snow is starting to pick up. we're seeing more of an icy, watery snow coming down. but throughout the last couple of hours we did see a steady snowfall. and i actually want to show you guys here at this table. you can see how that snow has accumulated throughout the day on this table. and here on the ground. this snow is fresh and it's also very heavy where my foot is at, it's actually pretty slippery. not a lot of grip. once you start hitting the ground. but we were talking about road conditions and i-80 is right behind me. you can see some vehicles right now traveling westbound. that first one is actually a snow plow that they're starting to remove. that snow that has accumulated on the roads. chain controls are in effect. they're in effect starting at nyack all the way through truckee. and as we were driving up to the sierra today, we did see that transition from rain to snow in blue canyon. and as that happened at around 7:00, we started seeing visibility get worse. that caused vehicles to go a bit slower jus

the party elected to new co chairs from cisco bronzer and c like savannah shock. both said their party was ready for the elections in february. on sunday, economics minister over topic will be named as the greens candidate for chancellor w political correspondent, julia. so deli is asked the greens party convention and she told me a short time ago what the party was hoping for from its new leaders. as the party is coming from a difficult phase. we saw bad election results with, with the european elections back in june. also quite disappointing results in september at 3 state elections where at times the greenville even make it into the state parliament. and now the new leadership has the added task of having to organize a quite a rushed election campaign, a head of snap elections that are likely to happen at the end of february, instead of the plan election. a already scheduled for the end of september next year. so it is quite a challenge there, and we here also hear from a party members in delegates that the party doesn't want to stay in government. they want to

these are the most good disclosure, cisco going save, just an idea as to the campus for me. i don't know. nice. some was some way. i think he was impressed and it says i got your desk which just told me to the what do you guys do? you guys are almost done with the business from watching mo, uh, some of the stuff in which course to me. yeah, i mean was more than the other store. so finance both. i'm just still very interested in the just the 1st a boring introduced what the shoot me if someone goes going to adjust there's, you know, i just has the range of good at that. you do have to put those which is 0 to particularly should 3 unimpeded. so football pulse, the vision less for very many view over the me. i've got this and i'm not quite sure that to move the person from from the customer. yes. on the way i the butcher it comes with the the you pretty good deal for me, the forklift or for also sure just for sure, since i believe i believe so what your name was, it looks the positive relative to the show, the mac. i believe it is um purchased. so the punch, oh gosh, the confli

yesterday we passed a really important bill for our nation's veterans by juan cisco mauney named after -- juan ciscomani named for elizabeth dole and now passed it and sent it to the senate. i want to talk about the planning we're doing for january. we just got an overwhelming mandate from the voters of this country to number one, reject the far left policies we've seen from the biden-harris administration the last four years, but especially to put the country on another path. we laid out what the plan would be but now are planning for the policies we would put in place with a republican majority with a republican senate and the white house under president trump to get our country back on track, to focus on lowering costs for families at the grocery store and at the gas pump, their energy bills, to secure america's border. so once again, i assembled all the committee chairs last week to go through what we'll be doing in budget reconciliation starting in january. he and we want to lower costs and get our economy going and making sure there's no tax hike next year, if congress takes no a

and we have the democratic vote in 1994 and i've got enough for live. cisco sends is free, but africa really had to go through different phases in order to, to gain independent rebellions. they'll guys issuance against the position the political agitation through political parties, and ultimately all the 54 countries independent politically, but struggling as it was. so again, dr. lee independence in the mind that is in keeping with what, what i'm going to pretty much said in the 1900 on 56 new spots, the political kingdom and the rest shall be given or they are never given. we now know that it must be fought false to africa, is now fighting fast event to apply it to political freedom and ultimately economic freedom. that is the history side, history of the struggle against colonization in the continental. thank you very much. the colonial history is always long on site and we have one to put these in a smaller capsule. good by. we see one of us on the a when i went to the wrong just to save house to come after and engagement. it was the trail. when so many find themselves worlds of p

and i've got enough for live. cisco sends is free, but africa really had to go through different phases in order to regain independence rebellions, they'll guys issuance against the position, the political agitation through political parties. and ultimately, all the 54 african countries, independent politically, but struggling as it was. so the gain, dr. independence in the mind that is in keeping with what one minute little mad said in the 1900 on 56 new spots, the political kingdom and the rest shall be given. they are never given. we now know that it must be fought false to africa, is now fighting fast if the or to acquire thought or political freedom and ultimately economic freedom. that is the history side. history of the struggle against colonize ition in the continent of africa. thank you very much. the colonial history is always long on site and we have only put these in a smaller cup. so good by. we see one of us on the who, what else? they just don't have to shape out if it comes to education and engagement equals betrayals. when so many find themselves will support. we choose

ciscos shares up 1 3/4%.president-elect trump's proposed tariffs could impact retailers and the consumer. joining us for that is jan kniffen, the ceo of j. rogers niffin. thank you very much for joining us. you sent an e-mail laying out your concerns around this or things you think could happen potentially. and i want to back this up. this was one of the most exhaustive and thorough analyses i have seen. for context, you are somebody who has been involved with retail and with importing goods for most of your life. in a major way, too, talking about billions of dollars that you have been responsible for, bringing in goods, a lot of times from china. what do you think the impact will be, especially after the nrf put out a report, they think american consumers could lose between $46,000,000,078,000,000,000 in purchasing power every year. >> a lot of that goods going into china was my fault. having said that, i'm less concerned about the tariffs than it seems like a lot of other people might be. remember last tim

moderating is sidney dicarlo, the director of global government, education, and national security at cisco. joining onstage is the director of the canadian center for cybersecurity and the deputy director, please welcome our guests to the stage. [applause] >> thank you very much for joining our discussion specifically focused on cross-border cyber partnerships. two organizations that have a deep relationship to protect the ecosystem that is increasingly under attack. maybe we should start with a question by asking both of you to highlight your organizational missions and core philosophies to give us a comparison point to get the conversation started. >> thanks a lot and thanks for the opportunity to share the stage. this cyber center was stood up in 2018. while we have been doing cyber for as long as i can remember, there was a recognition in 2018 that we had knowledge and expertise that had to serve the whole of society. in 2018, we stood up the cybersecurity to support canada at large. in their cyber journey. guidance, expertise, but also how to manage incidents. we developed capabilitie

these are the most good because the cisco going saves just an idea as to the campus for me. i don't know. he's somewhere somewhere i think he need the original plus the size. i got your desk with the voltage. so just let me know what you gotta do. you guys hold on the vehicles and then the designation watching mo, uh some of the stuff in each course to me. yeah. i mean was more than lower stores . so can i just buy them shows uh, sort of the chest and the truck. uh, the 1st a forwarding introduced with a sure if someone girl is gonna adjust the task manager good at that, you're able to put those which is 0 to produce you 3, i'm a bit of so football pulse, the vision less so really mean you move over to me i've got, i don't understand, i'm not quite sure how to move the forms i got to the customer. yes. what's the the butcher it comes to see what is the the good deal for me? the book with that also. sure. just for sure. since i believe i believe so what your name was, it looks the positive related to the the show the methods are believing. does that sound purchased? so the pu

it'd be the most gotten disclosure, cisco going saves just an idea as to the campus for me. i don't know. nice. somewhere somewhere. i think gave me the pasta guys that got your desk, which just means that me to the what do you guys do? you guys hold on the vehicles in the business from watching mo, uh somebody needs to sort of course to me. yeah. i mean was more than a dollar store. so for those, for them we just uh, sort of the chest and the truck. uh the, there's a boarding introduced with a shipment if someone girl is going to adjust the task manager good at that you do have to put those which is 0 to put the she had 3 on period. so football pulse, the vision less so really mean you move over to me. i've got this and i'm not quite sure the thing to move us to put some forms of carts across the way the police come with it comes with the the gets this deal for me, the for boy a for also to just purchase. and so those are believe on believe what your, where the books, the positive related to the and show them the mac has the ability to do this and purchase. so the child guy

this came in after the expectations of the top and bottom lines currently on the screen is cisco sharesback to the corporate stories from germany this morning si, mens coming in at $9 billion off the back of $76 billion in revenue. orders fell 4% on the comparable basis. we had the chance to speak with the ceo roland busch >> we had a strong q4 which brings a successful q4 our net income is in a record high of 9 billion. 15.5% industrial margin. what we are very happy about is the industrial business delivering 11 billion euro free cash flow. driving against the modern infrastructure mobility grew as well as well as the software the only area which we hold back to the market competition is the automation business. >> let's start with the weak spot there with the automation business are you stuck from the last quarter? >> we are sitting on higher stock levels compared to the stock levels we used to have we came from 14 weeks to 11 weeks. now we're sitting on 9.5 the normal level would be something like 6 to 7. there is still a way to go, but it goes in the right direction and we are look

yeah, it'd be the most good because the cisco going saves just the night. it was to the campus. i mean, i don't know. he's somewhere somewhere. i think he did. you need the pasta guys that got your desk, which just all of the things i me to go to the almost done with the doesn't asked them watching mo, uh movies to through each course to me. yeah. i mean was more than the other store . so finance by them shows uh sort of their interest in the truck uh the 1st aborting introduced. what if someone girl is gonna adjust there? so now it's has we're gonna get rid of that. you do have to put those which is the initiated 3. i'm a bit, it's so football pulse, the vision less so really mean you move over the mailbox. i don't understand. i'm not quite sure how to move the forms. i got the customer. yes. uh where the building but it comes with the the good deal for me, the forklift on for also sure just for sure. since that those are believe on balance what you would need from me. i am holding books the positive really to show them the methods. i believe it gives us some features so. so i'

these are the most got to disclose the cisco going save system and use the key for some money. i don't know. he's somewhere somewhere. i think he did. you need the original pasta guys that got your desk with the voltage. so just let me know what you guys do. you guys hold on the vehicles and then the destination bushing mo, uh some of the stuff and of course to me. yeah, i mean was more than lower stores. so for this, for them just uh, sort of the chest and the chest. uh the, there's a board or any other additional picture. if someone goes gonna adjust this has the original router that you do have to put those which is the blue shield, $332.00 for both pro stuff vision less so really many move over to america for the additional. i'm not quite sure that they do move from chicago to the customer. yes . and the way i the building to do it this way, but we just kind of what this comes with the the got this deal for me, the forklift or for also to just purchase and sub for them believe oh, let's see what your name was. it looks the positive relative to the and show them the mac as t

yeah, it'd be the most good disclosure, cisco going save. just an idea is to keep us some money. i don't know. nice some with some we think the i mean, the pasta understands that got your desk which just told me to the what do you guys do you guys do? you know, you know, some of the business from fortune mo, uh, somebody needs to sort of course to me. yeah. i mean was more than a dollar store. so for those, for them just sort of their interest and the just the, there's a boring introduced with a sure if someone girl is going to adjust the task manager. good at that, you're able to put those in such as the initial 3 on period. so football pulse, the vision less so really mean you move over to america. there's lots of good shows . the thing to move the forms of trucks across the way. i the bunch of people do it. this may police come with it comes with the the you pretty good deal for me, the forklift on for also to just for sure. since i believe i believe that what's your name for me was it looks the positive relating to the issue of the mattresses are believe it is um purchased. s

yeah, it'd be, isn't the most good disclosure, cisco going save just an idea as to the campus for me. i don't know. he's somewhere somewhere. i think he was the pasta guys that gotcha. oh, boy, desk long voltage. so just told me to the what do you guys do? you guys are almost done with the business from fortune muller. some of the stuff in which course to me i mean was more than lower store. so finance for them shows us the chest and the just the, there's a boring in position with a sugar and if someone goes going to adjust the task manager. good at that. you do have to put those which is the initiated 3 on a bit of so football pulse, the vision less for what i mean. you move over the mailbox. i don't understand. i'm not quite sure how to move the forms of carts across the way up the butcher. this may, but it comes with the, [000:00:00;00] the good fish deal for me, the forklift on for also to interest purchasing. so those are believe, all beliefs which are where the books, the positive relative to the and show them the mattresses and bringing together some pictures. so the childcare

it'd be the most the disclosure, cisco going saves just an idea as to the campus and i don't know. nice. some was some way i think he was the pasta guys that gotcha. oh boy desk. which just told me to do you guys, do you guys, you know, you know the business from pushing mo, uh, some of the stuff and of course to me. yeah. i mean was more than lower stores, so produced by them was just sort of interesting, the chest, the, there's a for any other additional pressure if someone goes going to adjust the task manager. good at that, you know, to put those in such as the initial 3 on period. so football pulse, the vision less for very many will leave over the america. i don't understand. i'm not quite sure the thing to move us to put some forms of trucks across the way i the bunch of people do with this name, but basically what this comes with the, [000:00:00;00] the good fish deal for me, the forklift or for also to just purchase and so those are believe on balance which are where there was a good step of relating to this and show them the mac as the purchase. so the buy childcare has t

these are the most got to disclose the cisco going save system ideas to keep us from. namely, i don't know, he's somewhere somewhere. i think he was the pasta guys that got your desk, which just told me to the what do you guys do? you guys are almost done with the business from pushing mo, uh, movies to through each course to me. yeah. mean was more of a lower store. so for this, for them just sort of the chest and the chest. the, there's a board in your position with a sure if someone goes going to adjust the task manager that you do have to put those which is the initiated 3 on a bit. so football pulse, the vision less so really mean you move over the market for this and i'm not quite sure the brand new movie person from the customer. yes. the way i the building to assist me, but it comes with the the good deal for me. b for boy a for also just for sure, since those are believe on believe that what your name was, it looks the positive related to this and show them the methods i believe it is um purchased so. so i'm hoping that you all guys provide a complete go of you must move, mov

we are working with partners including cisco and xp and others, to demonstrate a solution that can doing in an automated fashion. we just published guidance a few weeks ago for public comment and we encourage you to look at it and let us know what you think. if you like it, we encourage you to start using it. deontray: sandra, anything you would like to add? sandra: i think you said quite a bit, we know more and more connected devices, including vulnerabilities -- if you look at how many vulnerabilities have been reported in the space, it is skyrocketing, almost like an exponential curve. it needs further attention in that space. solutions are not just in one entity, it will be government and industry working together to strike the right balance between burdensome policies inefficient application of security for the collective good. deontray: thank you. dave, how might the use of being anonymous or nameless be used as a political or economic tool with different countries's digital landscape? especially when you talk about countries like china and russia who are often accused of attack

the support from cisco in terms of credit -- the support from fiscal has been unknown for some time. what stands out to me is how high the deficit is as a percent of gdp. 6%, 7%, we do not see these types of deficits outside of recession. you could argue fiscal remain supportive of the consumer in the u.s. economy but not to expect another positive impulse on top of what is already priced in the market. whoever becomes president, i think at some point, we need to discuss what do we do about this level of deficit because it is not sustainable over the medium to long run. the market will sniff that out ended will want the large deficits to be addressed. if it is not addressed, the weight will show up in u.s. treasury yields -- as an investor, with this amount of fiscal stimulus, you will demand a higher inflation premium and a higher fiscal premium to hold treasuries. sonali: we thank you very much for your time. dennis blerina uruci. she is t. rowe price's chief economist. coming up, apple shares falling after the company issued a cautious outlook. intel investors seeing a new wave of

we'll hear from cisco after the bell.he only thing anybody wanted to hear about. now nvidia has taken that role. but that will be followed by disney tomorrow morning, ryan. your expectations and assessment of earnings and the idea that growth does not lead to inflation necessarily. just because trump is h bringing in more growth with his policies. >> everybody is talking about inflationary pressure. i'm guilty of saying the same thing. i think bottom line is, look, you lower taxes for corporations, that goes to the bottom line so profit cycles will accelerate here. and i think there will be efficiencies with a.i. i talk about this a lot. every company now is an a.i. company. you don't have to own just the magnificent seven because of the productivity gains you'll have from automation, artificial intelligence, manufacturing, industrials. maria: if they tap into a.i. so far, we've been seeing a lot of spending from big tech on a.i. but are you seeing it throughout corporate america? >> i think you are because the productivi

and so cisco comes up today to, they really reinvented the company.network serve everybodies, routers, can -- servers, but now they've got a huge consulting, subscription, recurring revenue business. stuart: you've held it for how many years? >> over ten years now. stuart: once you buy something, you hold it so long as the dividend goes up. >> unless it gets too expensive to where there's an opportunity to take profit and go somewhere else. stuart back to you real fast on rivian, the ev maker, of course. they've just deepened their partnership with volkswagen, and they're the up 15%. >> partnership was previously valued at $5 billion, we now here it's about a $5.8 billion sort of joint venture, if you will. volkswagen models are going to have rivian software and some of that ev technology we are hearing as early as 2027. so you have a long runway but, again, these are the traditional car maker and an ev trying to hook up the create that market. stuart: taylor, right-hand side of your screen the president-elect is about to emerge from his plane. i see

now let's looked at cisco, dipping 2% after reporting a fourth straight quarter of declining revenue.nd for its networking gear, and jeffreys says cisco is poised for modestly higher growth with development of a new a.i.-based revenue opportunity. none of it is helping the stock, at least at the moment. >>> well, speaking of a.i., you know what in forget about a.i. robots taking over the world, right? people are nervous about that. silicon valley's mark andreessen now thinks a.i. overall has plateaued. why nyu professor gary marcus, the world's to top artificial intelligence critic, is saying, told ya so. he's next on "the claman countdown" with his newest prediction. ♪ power's out! power's out! -power's out! power's out! -power's out comcast business has you covered, with wifi backup to help keep you up and running. wifi's up. let's power on! let's power on! let's power on! -let's power on! it's from the company with 99.9% network reliability. plus advanced security. let's power on! power on with the leader in connectivity. powering possibilities. comcast business. power's out. it's

you said completed the cisco. if the if the gun on those of google do, since you're on print to that i was wanting to use the some of the, surely you remember the name connie poll? this was the scene if you'll biggest domestic again, the ok to present so to an incognito is the great grandson who states to name his grandfather, who was there was a child, told him the story about how much you're going to sit down to a non cabinet $2.00, which i do and to come up with a to get new bus. nobody i, when did you want to do? i know who to and i could get up to 6, wednesday, wednesday or 2, which is c a, the n c because the whole so late, i kind of use a map and so michelle, what you end up with, i mean as well. so who knows what guys you guys think of you know, most of just one of the 2 i like i have a.

cisco reported positive bookings for the first time. ecosystem and the non-ai ecosystem. and we're starting to see positive momentum which should be bullish for a lot of the software companies. >> it doesn't have to be one or the other, but does it mean there's going to be this shadow over other semis for a wile, because of trade concerns or just the cycle? >> i don't think so. i think it's starting point matters. semis have massively outperformed software as a starting point. they've benefited from the build out of these ai infrastructure. and at the margin, there's some softening and some concern. what you saw last week, one of the biggest rotations, software versus semis, is really just a function of the starting point. >> and you know, we're at a moment where a lot of the themes people are most focused on almost seem like they're separate from tech, right? it's about the various policy things, it's about whether the cycle accelerates from here in terms of the economy. where do you think the buy side is set up in terms of, okay, ever

this was in cisco around 12:30 in the afternoon. every person we spoke with did not expect to see this much snow, let alone chain controls. truckers came a bit more prepared. listen to what some of the people had to say. were you expecting to see this much snow today? >> no. we were planning to drive to tahoe. we didn't expect it to be this much. >> it's amazing. i haven't seen snow like fall. this is crazy to me. >> reporter: were you expecting to see this much snow today? this is too absolutely not, no. we've all been able to learn how to chain tires, a lot of helpful folks at this gas plaza. >> reporter: you can see the snow piling up on the roadways that made the roads dangerous for drivers even moving at a snail's pace. things can still get slippery. it looked like a parking lot for hours on i-80 as we sat on the side of the road waiting for help. it wasn't until around 2:30 p.m. a caltrans plow came through followed by chp telling everyone it was time to start moving. ultimately chp was the one that was able to push us back on

let me take a look at the instant a problem, the source of the loan of knowing what, what additional cisco pull some of the same issues before the systems are still in shooting from the one for one, but new phone is mobile visual mutual from one in front of me, but you wouldn't want the printing fluid, excuse me. so we have an earnest diploma schemes of the fat and what else can you be able come and jennifer, do you need nickelodeon in your stuff? explain these don't come into the old community new when you misunderstood on your because when you, when this, when does the this, when i told you the similar to oh sure 0 with them go to and i surely would a little was it not for lunch is we well and after the 2 of them and then as little as 2 percent are for my guy to him still in the middle. but at this point you have for media 1800 other things, not a nutritious way. senior team before just keeps going out all week. i'm going to shoot this because i'm going to need to just deal with those to us with them just sits in a sort of little human spirit with the to the bus to some of the material i

i walk around some cisco in the last few years, i've noticed a big change. the streets the people are happier. people are shopping on shopping. i've been enjoying it, which has really wonderful. >> every week during our newscast will be telling stories from the people who make up san francisco. this is our city on kron. 4. and if you miss any of our stories, you can find them at kron. 4 dot com. see you there. >> still ahead, freeman is set to decide whether to ban our keys from parking in neighborhoods with city leaders are saying about that. plans to vote on an ordinance that would crack down on large vehicles, including rv's from parking in neighborhoods, covers theresa reports. >> concerned about safety. you know, there's you know, there's waste products. there's needles. there's other issues around these are encampments. >> fremont mayor elect in current councilmember raj saw one on dealing with rv's in this east bay city. >> especially in areas where there's a lot of pedestrian activity or near the school's and so scouts. let's take this on because it'

just put it with cisco without the due process going out to the concert, to see what, what do you want. i will. so we're going to skip now let's just for here not to hear that. so let's get the culture or you know, federal manual. when you should be smoke not going to where you stand and you're moving out of the course and now it's not. we'll stop it even though it goes into the main screen. our logo doing orders, quick videos for someone daily. and if she like applying that, nicole is august, the 1st to group of prisoners around $2500.00. arrived in the north, a, in the june of 1942. from there, most of them were sent to 5 temps up not only of the, the 1st google prisoners learned if use divides and the install of these jobs to you had the death rate up to the 82 percent each which is actually higher done in the old sweets when it comes to percentage one of 5 camps and were run by the s s, one of which was in general shock. the camp was originally supposed to have 400 slaves, only 111 survive or the city guy car. so part of it feed to the so mean then a live faulty car show home side

model is me to go to the instant probably the source of the loan of knowing what, what additional cisco, both on the same issue for the system with a solution from the one. what when you phone is mobile? mutual mutual for one is for you. but you wouldn't come on the printing's a little more because we have an early, simpler schemes of stuff that in models king sample. and you are able come and jennifer, do you need nickelodeon in your stuff? explain these, don't come into the old community, new york. because when you, when this, when does the additional i told you the similar to, oh sure. zillow. let them go to. and i surely would know, was it not for lunch? is we well after the 2 of them and then as little as to push on that for me. i got it. so i'm still in the middle of this little bullshit for me. yeah. 1800 other things, not a nutritious way, seen you to him before and just keeps going out because she just because i live even such a steel goes to us with i don't just it's in a sort of little human spirit with the light on the bus to some of the material in the news. some of them li