Can The AI Boom Keep Broadcom, Ciena And CrowdStrike Rallying After Earnings? | IBD

IBD's Alexis Garcia and Ed Carson preview key upcoming earnings reports from Ciena Corporation, CrowdStrike and Broadcom. Check out our daily newsletter!

Investors Business Daily • 5 hours ago

Ciena (CIEN) Earnings Expected to Grow: Should You Buy?

Ciena (CIEN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • May 28, 2026

Earnings season slows but these 7 stocks pack explosive ‘sawtooth' volatility next week

The S&P 500 Index is roaring to all-time highs and the general market rally continues to widen. Record highs were registered this week by the Dow Jones Industrial Average, Nasdaq 100 and the Russell 2000. First support for SPX continues to be 7,330, with various support levels below that down to 7,000.

Market Watch • 16 hours ago

5 AI Stocks to Buy as Markets Defy "Sell in May and Go Away" Adage

AI-driven tech gains are lifting markets in May as CIEN, LITE, TER, MCHP and TXN ride strong demand trends.

Zacks Investment Research • May 28, 2026

Ciena: The Right Stock At The Wrong Price

Ciena is the optical backbone of AI infrastructure with hyperscaler-led demand driving 33% of Q1 FY26 revenue growth and a record $7 billion backlog.

Seeking Alpha • May 26, 2026

Ciena vs. Coherent: Which Optical Networking Stock is the Better Bet?

CIEN posts record $1.43B Q1 and $7B backlog while COHR ramps 800G/1.6T and CPO with NVIDIA.

Zacks Investment Research • May 26, 2026

Biznet Enhances Digital Infrastructure and Connectivity with Ciena

JAKARTA, Indonesia--(BUSINESS WIRE)--Biznet, an integrated digital infrastructure company in Indonesia, has deployed Ciena's (NYSE: CIEN) WaveLogic 5 Extreme (WL5e) on the international link of its submarine cable Biznet Nusantara Cable System-1 (BNCS-1), providing inter-island connectivity across Java, Sumatra and Bangka Islands. This upgrade aims to deliver 400G high-speed services, faster and more reliable internet connectivity, while also accelerating digitalization in Indonesia by enhancin.

Business Wire • May 25, 2026

How is Ciena Advancing AI and Cloud Network Infrastructure?

CIEN sees hyperscaler AI buildouts driving demand for optical systems, DCI and its new hyper-rail, plus Nubis-powered data center tech.

Zacks Investment Research • May 22, 2026

CORRECTING and REPLACING Cirion Launches Initial Phase of On-Demand NaaS Connectivity in Latin America with Ciena and Carma

HANOVER, Md.--(BUSINESS WIRE)--Please replace the release dated May 20, 2026, with the following corrected version due to multiple revisions. The updated release reads:  CIRION LAUNCHES INITIAL PHASE OF ON-DEMAND NAAS CONNECTIVITY IN LATIN AMERICA WITH CIENA AND CARMA Cirion introduces a new on-demand enterprise connectivity option in Latin America, leveraging its own infrastructure across more than 20 countries. The network enables enterprises to activate, adjust, and scale services in a way s.

Business Wire • May 22, 2026

Ciena's Rerating May Be Running Ahead Of Its Economics

Ciena (CIEN) benefits from AI-driven networking complexity and improved cloud provider exposure, but lacks the explosive pricing power seen in peer scarcity trades. CIEN's revenue growth is durable and less cyclical, with cloud provider mix rising from ~25% to ~42% over two years, smoothing historical telecom-driven volatility. Gross margins remain stable around ~45%, with no AI-driven margin inflection; economic profile aligns with high-quality infrastructure hardware, not scarcity-driven AI plays.

Seeking Alpha • May 22, 2026