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

NTGR's Q2 earnings beat estimates as Enterprise growth and wider margins offset Consumer weakness amid memory-cost headwinds.

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

OpenAI IPO Delay Report Sparks Sharp Selloff in AI and Memory Stocks

Stock Market Today: The Dow Jones index dropped Wednesday after Tuesday's tech sell-off. FedEx dived on earnings.

(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

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.

Dow Jones futures fell slightly after hours, along with S&P 500 futures and Nasdaq futures. The May jobs report is on tap before Friday's open. The stock market saw the Dow Jones jump to a record high, aided by lower oil prices and Treasury yields.

Ciena Corp (CIEN) reports a 40% revenue increase and significant advancements in its Routing and Switching segment, despite supply chain challenges.

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 Corporation (NYSE:CIEN) reported fiscal second quarter that came in ahead of Wall Street expectations for both earnings and revenue, but shares fell about 19% on concerns about the company’s forward guidance and outlook relative to elevated expectations. Ciena raised its fiscal 2026...

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 stock fell after the optical gear maker's fiscal Q2 earnings and revenue modestly beat consensus estimates amid big share gains in 2026.

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?

Investing.com -- Ciena Corporation (NYSE: CIEN) reported fiscal second-quarter results that exceeded analyst expectations, yet shares fell 5.7% premarket.

The networking company reports better-than-expected earnings and revenue in its fiscal second quarter.

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."

Generac signed a deal to supply a major AI hyperscaler with backup generators. The stock is up about 100% in 2026.

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.