Jack of All Trades: High Stakes 02.11.2026
Network infrastructure and consumer staples diverged: Cisco beat (+10% revenue, networking +21%, AI orders $2.1B) but fell -7% on in-line Q3 guide after 37% rally, while McDonald's crushed comps (+5.7% vs 3.9% est) validating value strategy despite cautious 2026 outlook on consumer pressures