Don’t Fight the AI Bubble. Even Cisco Eventually Won.
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Even Cisco Eventually Won.By Adam LevineShareResizeReprintsIn this articleCSCOORCLNVDACisco Chairman John Chambers in 1999. The stock, which cratered after the dot-com bubble burst, reached a new all-time high this past week. (Chris Farina / Corbis / Getty Images)Oracle’s second-quarter earnings report underlined the fragility of the AI trade in the second half of 2025. It doesn’t take much bad news from one company to take down the whole industry the next day.