Richard Scott Herren

October 17, 2026

Rubrik (RBRK) resumes trading after IPO quotation halt. Rubrik shares resumed trading after a brief halt related to its IPO quotation status. While the stock is currently trading near its 52-week low, analyst targets remain significantly higher, reflecting a wide gap between current price and long-term expectations. The recent trading pause highlights the volatility often seen in newly listed securities as they establish a stable market price.

October 11, 2026

Workiva Joins Key S&P Indexes Amid Margin Expansion Focus. Workiva has been added to key S&P indexes, a move that often increases index fund inflows. Recent reports highlight the company's focus on accelerated margin expansion, which analysts see as a key driver for future performance. This development provides context for the stock's current valuation, which remains below the average analyst target price.

October 16, 2026

Cisco Supports 400G Optical Standard for AI Data Centers. Cisco announced it will support a new 400G optical standard aimed at AI data centers, underscoring its push into high‑speed networking for AI workloads. The move comes as analysts note that software renewals could outlast traditional networking upgrade cycles, giving Cisco a steady revenue stream. Industry observers also point to Cisco’s quiet role in wiring data centers for AI, positioning it as a key infrastructure player.