I Like Cisco Systems, Inc. (CSCO) Because Of Its AI Business, Says Jim Cramer

Sun, Aug 17, 2025, 4:14 PM 2 min read

We recently published 12 Latest Stocks Jim Cramer Discussed. Cisco Systems, Inc. (NASDAQ:CSCO) is one of the stocks Jim Cramer recently discussed.

Cisco Systems, Inc. (NASDAQ:CSCO) is a networking equipment company. During the show, Cramer interviewed its CEO, Chuck Robbins, and discussed the stock throughout:

“When we talked to Chuck Robbins this morning, the business roundtable, they’re kind of confused. They’re kind of confused. They don’t really want to add a lot of people because they are afraid. That maybe AI can take the, over hired them.

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“[On how AI infrastructure orders were 2x the initial target] I thought that was terrific. Obviously it’s security that’s the issue. Not their giant, genuine refresh for all their switching and routing. It is certainly not their AI, which is very, very strong. The stock is down because of some words they had to say about security being disapponting. And I think we have to get to the bottom of that and figure out what’s going on. A lot of it is government work and you can asterisk and say if it weren’t for government work they would be fine. But no one asterisks anything one a stock has momentum on the downside, it’s just, down.

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READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.