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NeutralLOW severityTech & AI27d ago

As chips sell off, rattled investors should heed this Cisco Systems lesson from the last millennium

Reported by MarketWatch · marketwatch.com · July 28, 2026

The market should recover its poise within the next few days, says Fundstrat’s Tom Lee.

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What the tape says

What to watch: Monitor chip inventory cycles — overhang periods precede sharp upside moves in semis.

Market reaction today: $CSCO -0.73%

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