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Extreme Networks Q4 Earnings Call Highlights
MarketBeat2h agoneutral
Extreme Networks Q4 Earnings Call Highlights

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

These 7 Stocks Will Solve AI’s Most Important Bottleneck
24/7 Wall St.37d agoneutral
These 7 Stocks Will Solve AI’s Most Important Bottleneck

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

Morgan Stanley resets CIEN stock target after earnings
TheStreet59d agoneutral
Morgan Stanley resets CIEN stock target after earnings

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 ...

Ciena (CIEN) Q2 2026 Earnings Transcript
Motley Fool61d agoneutral
Ciena (CIEN) Q2 2026 Earnings Transcript

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.

Ciena Q2 Earnings Call Highlights
MarketBeat62d agoneutral
Ciena Q2 Earnings Call Highlights

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

Jobs Report: What to Watch the Rest of the Week
The Wall Street Journal62d agoneutral
Jobs Report: What to Watch the Rest of the Week

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.

Investing.com63d agoneutral
Huang’s copper-vs-optics call sends optical stocks surging

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."