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Ciena Q2 Earnings Call Highlights
MarketBeat112d 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 Journal112d 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.com114d 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."