Noticias

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.

TTWO heads into Q4 earnings with strong mobile momentum, NBA 2K engagement growth and rising costs shaping results expectations.

Quantum Computing Inc. (NasdaqCM:QUBT) reported a Q1 2026 revenue increase of over 9,000% year over year. The move follows completed acquisitions of Luminar Semiconductor and NuCrypt, which expand photonics, lasers, and quantum communications capabilities. The company also ran a joint demonstration of a layered quantum secured communications system with Ciena. These developments mark a shift toward commercializing its quantum networking technology and moving beyond a purely R&D profile. For...

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

Stock market winners aren't hard to find in IBD's The New America page because most firms have a new product that's driving big growth.

GitLab delivers a unified DevOps platform supporting the full software development lifecycle for global enterprise clients.

Although Ciena has outperformed relative to the broader market over the past year, Wall Street analysts remain cautiously optimistic about the stock’s prospects.

For years, Nokia stock was dismissed as a legacy hardware player trapped in a low-margin 5G cycle. But in early 2026, the narrative has fundamentally shifted. While the market remained fixated on software giants, Nokia quietly engineered a structural breakout into the $11 to $13 range, fueled by an "AI super-cycle" that is rapidly transforming the telecommunications sector.

Cisco Systems, Inc. (NASDAQ:CSCO) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. Cramer had a mixed view on the stock, as he commented: Now, Cisco reports this night, and I gotta tell you, its stock’s galloping like 1999. Cisco’s just […]

Shares of LITE gain after Q3 results beat estimates, fueled by AI and cloud demand, but supply constraints and high valuation may cap near-term gains.

Coherent stock rallies as Stifel issues a bullish note. Here’s why analyst Ruben Roy sees COHR shares ripping higher from current levels as the year unfolds.

Arista Networks Inc. (NYSE: ANET) is currently flashing a signal that often makes momentum investors pause: a 49x trailing earnings multiple, its highest in several years. Historically, Arista finds its comfort zone closer to 38x, leading many to wonder if the stock has finally reached a valuation peak. While industry veterans like Cisco Systems Inc (NASDAQ: CSCO) trade at much lower multiples, Arista has traditionally commanded a premium as the high-velocity challenger in the data center.

Coherent Corp. (NYSE:COHR) is one of the 12 Best Photonics Stocks to Buy Now. On May 5, 2026, Stifel boosted its price objective for Coherent Corp. (NYSE:COHR) to $412 from $275. It retained a Buy rating on the shares. It referenced the firm’s forecast that upcoming quarterly reports from Coherent, Lumentum Holdings, and Ciena Corporation […]

Dell Technologies Inc. (NYSE:DELL) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer mentioned the company during the episode and said: And look, it’s not just Meta. We all kick ourselves for missing out on winners that seem obvious in retrospect. I wish I’d bought […]

Truth be told, a survey of leading biotech stocks currently in the IBD 50 actually accentuates the importance of using both daily and weekly charts in the same manner as, say, the mega-cap leaders such as Sandisk, Micron Technology, and Western Digital in the data storage segment. The concept also applies to other tech leaders such as Marvell Technology in application-specific integrated circuits, and Ciena, a fiber-optic data networking company. Marvell carries a $140 billion market cap, and Ciena is valued at $76 billion.

Dell Technologies Inc. (NYSE:DELL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted it as an AI infrastructure play, as he remarked: Then there’s the infrastructure. That’s all about Dell, which makes the servers, the AI factory if you will. Vertiv for cooling. Corning […]

In recent days, Ciena has drawn heightened attention after multiple banks, including Rothschild & Co Redburn, Morgan Stanley, and JPMorgan, updated their research coverage, while the company also confirmed it will release fiscal second-quarter results on 4 June 2026 via a webcast for investors. These developments tie directly into rising expectations for optical networking demand linked to generative AI infrastructure, positioning Ciena at the center of the shift from electrical to photonic...

MU, CIEN, STX, FIVE and MUSA are highlighted as large-cap growth stocks benefiting from AI demand, retail momentum and expansion strategies.

Ciena Corporation (NYSE:CIEN) is one of the top stock giants that were suddenly on fire in April. Rothschild & Co Redburn initiated coverage of Ciena Corporation (NYSE:CIEN) with a Neutral rating on May 1, setting a price target of $416. The firm told investors in a research note that the monetization of generative AI capex […]

Ciena Corporation (NYSE:CIEN) is one of the 10 Mid-Cap Stocks That Are On Fire Right Now. On April 20, Morgan Stanley increased its price target on Ciena Corporation (NYSE:CIEN) from $286 to $405 and maintained its Equal Weight rating on the stock. The research firm pointed out that optical stocks have continued to reach new […]

COHR's upside is tied to AI datacenter-driven mix and margin gains, but supply tightness through 2026-2027 could keep results uneven during multiple ramps.

COHR has bookings into 2027-2028 and margin levers from 1.6T mix and 6-inch wafers, yet supply tightness and a rich multiple raise risk.

ALHC, AGX, CIEN, and SIMO make the cut as the top liquid stocks, each boasting strong liquidity, growth attributes and operational efficiency.

The benchmark index is up in 2026, but Sandisk and Intel are among eight S&P 500 stocks that have at least doubled.

Ciena (NYSE:CIEN) has been added back to the S&P 500 index, highlighting renewed attention from equity investors. The company is cited as a supplier to AI focused data centers, with order backlogs linked to AI infrastructure projects. Analysts reference sentiment around Ciena's role in ongoing data center expansion. Ciena, a networking systems and software company, provides high capacity optical connectivity that large data centers use. As AI workloads scale, operators may seek faster, more...

LITE's fiscal Q3 outlook is likely to have pointed to surging AI-driven demand and strong revenue growth, but premium valuation raises the key question for investors.

Ciena Corporation (NYSE:CIEN) was among Jim Cramer’s stock calls on Mad Money recently as he recapped mega-cap tech earnings. Answering a caller’s query about the stock, Cramer remarked: No, don’t need to… That one got away. That was Gary. He did an incredible job. If it came back down, I mean, in fairness, it went […]

On the April 29, 2026 episode of Mad Money, a caller named Dave from Illinois asked Jim Cramer and Jeff Marks for a deeper dive on Ciena (NYSE:CIEN), noting that “this stock’s performance since the middle of last year has been nothing short of spectacular, up 500%.” Cramer’s answer was a polite pass. “No, don’t ... Jim Cramer on Ciena: “Up 100% Is a Little Bit Too Hot for Me”

Pre-Market Stock Futures: Futures are trading mixed as we get ready to finish off another wild week. What a difference a day makes: after a flat-to-down Wednesday, all the major indices exploded higher on Thursday and closed solidly in the green. Big earnings for members of the Magnificent 7, oil prices falling somewhat, and while ... Here Are Friday’s Top Wall Street Analyst Research Calls: Avis Budget, Caterpillar, Celestica, Commvault Systems, Ciena, Dutch Bros. e.l.f. Beauty, Hershey, Roblox

By Karen Roman Applied Optoelectronics, Inc. (Nasdaq: AAOI) said it was granted a Texas Semiconductor Innovation Fund grant for $20.9 million to bolster its 210,000 sq. ft. manufacturing expansion in […]