Actualités

Two optics companies beat earnings estimates and watched their stocks crater while rivals selling into the exact same AI demand surge went flying in the opposite direction. The divergence comes down to something buried in the cash flow disclosures that most headlines missed.

LITE heads into fiscal Q4 earnings with strong AI optics demand and a 1.6T transceiver ramp, though supply constraints could limit upside.

Extreme Networks (NASDAQ:EXTR) reported fourth-quarter fiscal 2026 revenue of $339 million, up 10% from a year earlier and 7% sequentially, as the networking company cited continued product demand, higher gross margins and growing adoption of its Extreme Platform ONE platform. For the full fiscal y

Corning surpasses expectations with its second-quarter earnings, but the stock falls on in-line guidance.

Ciena is set to post its third-quarter results soon, and analysts predict a triple-digit surge in the company’s bottom-line figure.

The list is dominated by semiconductor and computer-hardware manufacturers.

Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep next-generation chips fed with data. Yet another constraint is emerging that could prove just as important: moving information between those chips fast enough ... These 7 Stocks Will Solve AI’s Most Important Bottleneck

Ciena (CIEN) just delivered the kind of quarter most companies dream about. Revenue jumped 40%, profit nearly quadrupled, and management raised its full-year outlook. Wall Street liked what it saw. Analyst after analyst lifted price targets on the stock, some by hundreds of dollars. And then shares ...

The Dow Jones hit a new high while the Nasdaq tumbled as Broadcom and Ciena triggered AI and chip losses. SpaceX set an IPO price target.

Thank you for joining us, and welcome to Ciena's Fiscal Q2 2026 Financial Results Conference Call. Gregg Lampf: Thank you, Tracy. On the call today is Gary Smith, President and CEO; and Marc Graff, CFO.

Moby summary of Ciena Corporation's Q2 2026 earnings call

Ciena just served up a beat-and-raise quarter. So why is the stock falling?

Ciena (NYSE:CIEN) reported another record quarter for fiscal 2026, with management pointing to AI-related network demand from cloud providers and renewed spending by service providers as major drivers of growth. On the company’s fiscal second-quarter earnings call, President and CEO Gary Smith said

While the top- and bottom-line numbers for Ciena (CIEN) give a sense of how the business performed in the quarter ended April 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Ciena (CIEN) delivered earnings and revenue surprises of +12.58% and +4.44%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

Investors are gearing up for Friday’s jobs report—one of the first major economic indicators that will inform the Federal Reserve under its new chairman, Kevin Warsh. Economists expect the report to show that U.

Broadcom and CrowdStrike fell late on earnings. The SpaceX IPO price target and size have been set with the offering next week.

Huang's remarks crystallized a hierarchy that Wall Street is now pricing in aggressively. "We should use copper as much as we can, for as long as we can, but copper has its limits," he said. "The right strategy is to scale up with copper as long as you can — after that you scale up further with optics, you scale out with optics and you scale across with optics. So you use optics wherever you must, you use copper wherever you can."

Earnings season is winding down, but we still have a couple of big name companies reporting. This week we have Broadcom, Crowdstrike, Palo Alto Networks, Medtronic and Ciena Corp all reporting.

Broadcom stock is near highs ahead of earnings, along with other hot tech stocks like Credo Technology and fiber optic leader Ciena.

Ooma (OOMA) delivered earnings and revenue surprises of +9.96% and +1.67%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

WDAY is set to report Q1 fiscal 2027 results on May 21, with expected revenue growth as demand rises for HCM, finance and AI-powered products.

Investors are pouring money quickly into a new ETF that invests in companies involved with photonics and photolithography.