(https://www.cnbc.com/2026/08/13/stocks-making-the-biggest-moves-premarket-.html) but here's what everyone's missing: (https://www.marketwatch.com/story/cisco-stock-falls-on-margin-concerns-heres-what-wall-street-analysts-are-saying-582e39fe?mod=mw_rss_topstories). When AI infrastructure vendors start sacrificing margins to win volume, it means ROI on the capex cycle is already compressing.

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