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Cisco Systems is the largest provider of networking equipment in the world and one of the largest software companies in the world. Its largest businesses are selling networking hardware and software (where it has leading market shares) and cybersecurity software such as firewalls. It also has collaboration products, like its Webex suite, and observability tools. It primarily outsources its manufacturing to third parties and has a large sales and marketing staff—25,000 strong across 90 countries. Overall, Cisco employs 80,000 people and sells its products globally.

Skyworks designs, develops, and produces analog semiconductors primarily focused on the RF chain. The company operates worldwide, with engineering, manufacturing, and sales & service facilities throughout Asia, Europe, and North America. Addressed markets include mobile device, automotive, industrial, connected home, factory automation, medical, wearable technology, smart energy, and others. Key products include amplifiers, attenuators, modulators & demodulators, filters, diodes, front-end modules, switches, and opto products.

Stocks are mixed on Wednesday midday. Several big name U.S. AI companies are up on new partnerships with Saudi Arabian companies. This is pulling the Nasdaq higher. Overall the mood feels stable on Wall Street following the good news on Monday with the delay of tariffs between the U.S. and China. And more good news on Tuesday with the CPI report showing inflation slowed in April despite tariff pressure. The yield on the 10-year Treasury note is 4.50%. Oil is at $63 per barrel.

Dynatrace is a cloud-native company that focuses on analyzing machine data. Its product portfolio, delivered as software as a service, allows a client to monitor and analyze its entire IT infrastructure. Dynatrace’s platform can ingest and analyze large amounts of machine-generated data in real time, allowing clients to use it for a variety of applications throughout their businesses.