 Editor’s Note: Jeff Brown called Nvidia back in 2016 — years before most investors heard of it. He was early on Bitcoin, Tesla, and numerous other technology stocks as well. Now, he has an urgent update on the AI bubble that might surprise you. Click here for the details or read more below.
Dear Reader, The Trump administration has made a habit of investing directly in companies critical to America’s future and security. And every time, the stock went up in the immediate aftermath. Like Lithium Americas… Intel… And MP Materials... Now, rumors are rampant that the U.S. government is about to put serious money into a breakthrough technology. It’s 58,000 times more powerful than AI. It could create over $1.3 trillion in wealth over the next few years. Google, Amazon and Nvidia are already heavily invested. And now the U.S. government could soon follow. Click here to find out more about Trump’s next big investment. Regards, Jeff Brown
Founder & CEO, Brownstone Research
Special Report Cisco Systems Below $82? Buy Now, It Won't Last—$182 Is ComingAuthor: Thomas Hughes. Published: 2/13/2026. 
Summary- Cisco is well-positioned to benefit from a multi-year tech refresh cycle.
- AI underpins the need for newer, faster, more efficient networking and connectivity solutions.
- Analysts and institutions support this market: dividends, distribution growth, and buybacks attract buy-and-hold investors.
It is a bold claim to say Cisco (NASDAQ: CSCO) stock will advance by $100, reaching $182, but there are forces at play and precedents that make the scenario plausible. Cisco's share price crossed a significant threshold in early February, rising above the $82 level to set a fresh all-time high. The all-time high is notable on its own; it is also the stock's first since the DotCom bubble burst, marking a pivot point for this market. Other large-cap technology names—Microsoft (NASDAQ: MSFT), Apple (NASDAQ: AAPL), Amazon (NASDAQ: AMZN), Google (NASDAQ: GOOGL), and Oracle (NYSE: ORCL) among them—have crossed similar thresholds and later produced modest-to-high triple-digit gains. A Cyclical Upswing and Capital Return Underpin CSCO Price ActionThe largest gold buyer in the world is expected to release a revolutionary way to invest in gold in 2026, potentially changing how everyday Americans save their wealth with a click of a button. Gold would need to climb another $4,500 for you to double your money at current prices. But one gold stock trading around $1.60 only needs to rise another $1.60 for you to double. That's the conservative estimate of what could happen when this new investment method becomes available to the public. Get the details on this opportunity before the 2026 launch. Cisco's momentum is driven by an AI-fueled, multi-year tech refresh cycle. Existing data centers need modernization, new facilities are being built aggressively, and ongoing enterprise networking demand—supporting the internet and the global economy—adds persistent tailwinds. The critical takeaway is that Cisco, as a leading provider, is well-entrenched in the marketplace and positioned to benefit from a multi-year tailwind expected to persist for many years. Although trading around 20X earnings in mid-February may seem high compared with recent years, that multiple likely understates the company's long-term strength. Viewed through a longer horizon, the stock is trading at roughly 14X the 2030 earnings forecast, implying room for at least 50% upside over coming years if earnings grow faster than current estimates. Capital returns are another driver of Cisco's valuation. Cisco has been a high-quality dividend-paying and share-repurchasing company for years, offering a market-competitive yield, consistent increases, and a declining share count. The dividend yields about 1.9% as of February and appears secure: it consumes roughly 40% of this year's low-end earnings guidance. The company has delivered annual dividend increases for 15 consecutive years, a trend that is likely to continue in the coming years. On buybacks, Q2 2026 activity contributed to a 0.5% year-to-date reduction in share count, and buybacks are expected to proceed at a similar pace through year-end. Current authorization looks sufficient for roughly 10 more quarters at the Q2 buyback rate. 
Analysts Applaud Cisco's Q2 Results: Raise Targets, Lead MarketCisco's Q2 results were solid, and analysts responded favorably. The company reported 10% system-wide growth with $15.35 billion in revenue—about 150 basis points ahead of expectations—and delivered strong earnings. Product revenue rose 20%, led by a 20% increase in networking. All geographic regions showed strength, and margin trends were constructive. The company's increased spending on CapEx, innovation, and growth initiatives is pressuring near-term cash flow, but this is viewed as a temporary headwind. Adjusted earnings grew about 11%, outpacing estimates by 195 basis points, and are expected to remain robust through year-end. MarketBeat tracked several analyst updates following the release; many price targets were reaffirmed or raised. The updated targets align with a consensus-or-better price point, suggesting a minimum 20% upside is possible from current levels. A sustained move to new highs could set the stage for much larger gains, potentially aligning with the trading range that has defined price action over the past 26 years. That roughly $70 range magnitude suggests a move toward the $150 area is possible over time.
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