News

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

HLIT's broadband traction, recurring software revenue growth and planned Video divestiture are sharpening its focus on higher-growth opportunities.

BDC's growth push blends innovation, acquisitions and automation demand, but its stock has trailed industry and peers over the past year.

Is CIEN a good stock to buy? We came across a bullish thesis on Ciena Corporation on X.com by @MoneyShow. In this article, we will summarize the bulls’ thesis on CIEN. Ciena Corporation’s share was trading at $439.34 as of June 9th. CIEN’s trailing and forward P/E were 146.45 and 67.11 respectively according to Yahoo Finance. Ciena […]

June S&P 500 E-Mini futures (ESM26) are up +0.46%, and June Nasdaq 100 E-Mini futures (NQM26) are up +0.69% this morning as a rebound in the AI trade entered a second day.

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.58%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...

Ciena stock is falling despite posting strong quarterly results beating analysts' estimates.

US benchmark equity indexes were mostly higher intraday as the technology sector jumped, while Iran

The S&P 500 Index ($SPX ) (SPY ) today is up +1.01%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.46%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.39%. June E-mini S&P futures (ESM26 ) are up +1.00%, and June E-mini Nasdaq futures...

Investing.com -- Citi told investors in a note on Monday that it views the recent pullback in semiconductor stocks as healthy and maintains three key names as its top buy-rated picks in the sector.

How Ciena’s Recent Performance Frames the Stock Today Ciena (CIEN) has seen mixed share performance recently, with the stock down 9% over the past month but up 53% over the past 3 months. This has put fresh attention on its valuation and growth profile. See our latest analysis for Ciena. While the share price has pulled back over the last week and month, the stock still shows a very strong year-to-date share price return and a very large one-year total shareholder return. This suggests...