Cisco's AI Demand Mismatch 📊

And, Intuitive Machines' new offering.

August 14, 2025

Today is Thursday, August 14, 2025.

The Early Bird Index today is 93.10

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Cisco's AI Demand Mismatch 📊

Cisco Systems $CSCO ( ▼ 1.56% ) ticked down 0.043% in after-hours trading on Wednesday after the company reported solid financial earnings results.

Financials: Cisco reported earnings of 99 cents per share and revenue of $14.7 billion in the past quarter. Both were better than expected.

Details: The company said AI infrastructure orders from webscale customers were higher than expected, indicating “a massive opportunity ahead.”

Yes, But: Cisco’s full-year financial outlook for revenue of $59 billion to $60 billion was not impressive and did not suggest a breakout acceleration in AI-driven revenue.

Early Bird’s Nest Egg Gains: This discrepancy leads investors to question whether Cisco can truly capitalize on the AI boom at the same pace as some of its competitors.

Final Thoughts: Cisco’s stock is up about 18% this year. 

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Notables

Notable Earnings Today: Applied Materials (Nasdaq: AMAT), Deere (NYSE: DE), JD.com (Nasdaq: JD), First Majestic Silver (NYSE: AG), Advance Auto Parts (NYSE: AAP), Gambling.com Group (Nasdaq: GAMB), Sandisk (Nasdaq: SNDK), Birkenstock Holding (NYSE: BIRK), Weibo (Nasdaq: WB), NICE (Nasdaq: NICE), Amcor (NYSE: AMCR), Tapestry (NYSE: TPR), Globant (NYSE: GLOB), 22nd Century Group (Nasdaq: XXII), Applied Industrial (NYSE: AIT), Canaan (Nasdaq: CAN), Daré Bioscience (Nasdaq: DARE), Kulr Technology Group (NYSE American: KULR), Pioneer Power Solutions (Nasdaq: PPSI), Starz Entertainment (Nasdaq: STRZ), The Metals Company (Nasdaq: TMC), Vipshop (NYSE: VIPS).

Notable IPOs Today: Miami International Holdings, Inc. (NYSE: MIAX), BUUU Group Limited Class A Ordinary Share (Nasdaq: BUUU), rYojbaba Co., Ltd. Common Shares (Nasdaq: RYOJ).

Notable Equity Crowdfunding Campaigns Ending Today: Plunge (Wefunder), Aficionado Distribution (Honeycomb).

Notable Economic Events Today: Jobless Claims (8:30 a.m. ET), Produce Price Index / Core PPI (8:30 a.m. ET), Fed's Balance Sheet (4:30 p.m. ET).

Intuitive Machines' New Offering

Space exploration company Intuitive Machines $LUNR ( ▼ 14.3% ) fell 8.77% in after-hours trading on Wednesday after announcing a convertible note offering of $250 million.

Details: Proceeds will be used for general corporate expenses, including potential acquisitions.

Final Thoughts: The stock was already down 45% this year.

Hyperliquid Gets ‘Whale’ Support

The price of Hyperliquid jumped about 10% on Wednesday, surpassing the gains of other major cryptocurrencies that day.

Details: This price increase comes amid growing interest among institutional investors to buy Hyperliquid. One report attributed the recent jump to an increase in buybacks.

Powering the Story: Recently, there has been a large purchase from a ‘whale’ who deposited $5 million for Hyperlink tokens, according to a report. A ‘whale’ is someone who owns a lot of crypto.

Final Thoughts: Despite the recent increase, the price of Hyperliquid has been flat in the past 30 days.

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The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.