Morning Stock Movers: Cisco, Las Vegas Sands, Beyond Meat

The transcript discusses Cisco's growth forecast and its shift towards subscription-based revenue, aiming for 50% by 2025. It highlights an upcoming interview with Cisco's leader and market trends, including the performance of casino stocks affected by Macau's downturn. The automotive sector faces downgrades due to competitive pressures, while Avis Budget receives an upgrade for potential over-earning. The discussion provides insights into market dynamics and company strategies.

What is the projected growth rate for Cisco over the next four fiscal years?

What percentage of revenue is Cisco's subscription side expected to reach by 2025?

What has been a significant concern for stocks exposed to Macau?

What was the analyst's concern regarding Lordstown and Fisker?

What was the market reaction to Avis Budget's potential earnings?