Cisco's Second Act, Earnings Drama, & 2 New Recs

Some big-name companies tumble despite strong earnings. Is this a warning sign for investors or business as usual? And is the one-time backbone of the Internet, Cisco, positioning itself to be the backbone of the AI infrastructure buildout? Motley Fool analyst Emily Flippen explores those questions with Motley Fool Chief Investment Officer Andy Cross and analyst Matt Frankel. Plus, the team shares two new stock recommendations. (00:24)  Earnings Drama (10:43)  Newest Recommendations (19:33)  What We Think Now (30:15)  What We're Watching Analysts: Emily Flippen, Andy Cross, Matt Frankel Producers: Bart Shannon, Mac Greer