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
Ciena Corp (NYSE: CIEN) to report Q2 earnings on June 4, expected EPS of $1.46, 400G optical platform deployed in Indonesia, stock closed at $620.37 on Wed, latest analyst ratings available on Benzinga.
The Vanguard Growth ETF (VUG) is tied closely to the market’s largest growth companies, while the Vanguard Small-Cap Growth ETF (VBK) spreads exposure across smaller firms with less certain earnings paths. For investors seeking growth, the choice is really about whether to lean on today’s dominant leaders or look further down the market for the next wave of growth.
As AI investment rotates beyond NVIDIA, Vertiv, Cadence Design Systems, and Ciena have emerged as key picks-and-shovels plays in cooling, chip design, and networking.
Corning secures massive capital from major tech leaders to radically scale domestic fiber optic manufacturing capacity for modern artificial intelligence.
