News — AI supercycle headlines

Zacks1d agobullish

AAOI Stock Before Q1 Earnings: Smart Buy or Risky Move?

Applied Optoelectronics reports Q1 2026 earnings on May 7, guiding $150M-$165M revenues as CATV and data center demand stay strong.

AAOI CIEN COHR

Zacks1d agobullish

Why Ciena (CIEN) is Poised to Beat Earnings Estimates Again

Ciena (CIEN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Zacks5d agobullish

Buy 2 Communication Component Stocks to Tap Recent Rally

GLW and CIEN ride booming 5G, AI, and fiber demand as the communication components industry posts massive gains and strong near-term momentum.

CIEN GLW

Zacks6d agobullish

NETGEAR Q1 Earnings Beat Estimates, Revenues Decline Y/Y

NTGR beats Q1 EPS and revenue estimates despite a 2% sales dip, as enterprise ProAV switches and recurring subscribers help cushion results.

CIEN GLW

Barrons.com8d agobullish

Corning Earnings Beat Estimates. Why the Stock Is Tumbling.

Corning reported better-than-expected quarterly results on Tuesday but issued a middling outlook for the current quarter, halting the rally in optical communications stocks. Corning, which makes glass and fiber, barely eked out an earnings beat. The earnings outlook lined up with Wall Street’s estimates, but not the sales figure.

CIEN LITE