Actualités

Nvidia stock has dropped after six earnings since 2024, and TSMC absorbed every hit better. Before August 26, analysts see 27% upside.

Ciena (NYSE:CIEN) has been selected by e& UAE to supply technology for a next generation, high capacity DWDM network build in the country. The company reported a successful quantum safe networking trial with Quantum Corridor and Toshiba using Ciena optical and secure transport systems. Both developments highlight Ciena's role in large scale digital infrastructure projects and in addressing future data security needs. For readers looking to find more companies exposed to similar digital and...

Lumentum's blowout earnings lit a fire under the entire optical networking sector, sending rivals surging despite having nothing new to report themselves. Here is what the synchronized rally reveals about where AI infrastructure money is flowing next.

Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.

AI infrastructure stocks jumped, with shares of AI server makers, optical-products companies, and neocloud providers moving higher.

Get paid a significant income stream now for agreeing to buy this AI networking star at a discount later, an attractive proposition you keep whether the stock soars or stalls.

NTGR's Q2 earnings beat estimates as Enterprise growth and wider margins offset Consumer weakness amid memory-cost headwinds.

Here is how Arista Networks (ANET) and Ciena (CIEN) have performed compared to their sector so far this year.

ADTN's fiber broadband and AI networking opportunities remain strong, but execution challenges and weaker earnings outlook suggest patience may be the better strategy.

Ciena (CIEN) is back in focus after e& UAE chose its next generation DWDM and software platforms to expand a high capacity network, which highlights the stock’s exposure to global digital infrastructure projects. See our latest analysis for Ciena. Ciena’s recent client wins in the Middle East and its quantum safe networking trial in the US come as the stock trades at US$411.13, with a 1 day share price return of 5.21% and a year to date share price return of 67.09%. The 1 year total...

Lumentum, Coherent Leads Networking Stocks Rally as Trump Considers Chinese Hardware Ban

Shares of Corning had a tough July but a Truist analyst team believes the stock now has a “more reasonable entry point.” Shares of the optical networking company declined 0.5% to $137.52 in premarket trading on Monday after ending Friday up 2.2%. Corning and other optical networking names have become a major part of the artificial-intelligence trade.

AI stock volatility has created discounts from 52-week highs. SNDK, WDC and CIEN stand out with strong growth drivers and upside potential.

CALX beat Q2 expectations with record software revenue and stronger recurring growth, but valuation, margin pressure and execution risks keep investors cautious.

CIEN and NOK are riding the AI networking boom, but which stock stands out as stronger based on growth, demand, valuation and outlook?

Beneath its strong run, the options market is pricing a year of extreme outcomes for Arista Networks, a two-sided risk you already carry in your portfolio.

CIEN is riding the AI-driven optical networking demand, record revenue and a growing backlog. See what's fueling its outlook despite supply constraints.

Goldman Sachs began coverage of the electrical contracting giant Comfort Systems USA. The stock jumped as much as 9% on Thursday.

LITE's 700% rally has been fueled by AI and cloud demand, but strong fundamentals and optical networking growth keep its buy case intact.

Applied Optoelectronics stock's 247% YTD surge reflects AI-driven demand for next-gen transceivers, but competition, capacity limits, and valuation concerns loom.

July growth picks include MU, STX, DELL, PLTR and CIEN as easing inflation fears and AI demand shape the market outlook.

Efficiency-focused screening highlights five stocks with above-industry operating and turnover metrics that may offer strong profit potential.

VIAV has surged 167.9% this year as AI infrastructure demand, innovation and margin gains strengthen growth. Is there still more upside?

Ciena Corporation (NYSE:CIEN) is one of the top stocks that have surged notably since it was added to the S&P 500. CIEN has gained over 77%, making it one of the top stocks that were added to the S&P 500 index recently. Ciena Corporation is focusing on AI demand and innovative solutions. On June 17, […]

Harmonic's broadband shift is pressuring near-term results, but DOCSIS 4.0 adoption and recurring revenues point to long-term growth.

KN is riding the demand for voice-enabled devices, edge AI and IoT, as its audio tech, acquisitions and efficiency efforts support long-term growth.

CIEN and ANET are capitalizing on booming AI networking demand, but differences in growth outlook, estimates and valuation may sway investors.

Ciena has rallied the S&P 500 Index over the past year, and analysts remain somewhat bullish about the stock’s growth prospects.

​Ciena Corporation (NYSE:CIEN) is one of the best US stocks to buy and hold for the next 5 years. On June 11, Ciena successfully closed a $2.875 billion private offering of 0.00% convertible senior notes due in 2031. This strategic move is designed to optimize the company’s capital structure, significantly reduce interest expenses, and provide […]

(Bloomberg) -- STMicroelectronics NV is looking to raise $1.5 billion from selling debt that can be exchanged into equity after the chipmaker’s shares tripled in value so far this year. Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USStudios in Microsoft’s Xbox Division Brace for ClosuresNetanyahu Pays a Political Price for Trump’s Iran DealUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsUS at Odds With Allies Over How Easy It Is to Reopen Horm