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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

Jack of All Trades: High Stakes 02.11.2026
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