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Evercore Upgrades Ciena to Outperform and Raises Price Target to $550

The firm said growing AI data‑center demand for higher‑speed optical links is creating a connectivity bottleneck that favors Ciena.

Broadcom Faces Big Test as AI Financing Talks and Q3 Earnings Loom

Marvell Rerated as UBS Boosts Target and Teralynx T100 Becomes Focal Point

Marvell Is Being Repriced as an AI Data‑Center Supplier After a Record Quarter

Applied Optoelectronics Stock Jumps as AI Optics Demand Outstrips Capacity

Coherent Stock Climbs to Record High After Jensen Huang Boost on Optical Interconnects

Broadcom’s AI Outlook Brightens on Anthropic Deal Shift and Reported $35 Billion Credit Talks

Applied Optoelectronics Soars on AI Optics Demand and Texas Capacity Ramp

Applied Optoelectronics Lifts 2026 Outlook Above $1.1 Billion After Q1 Miss

Applied Optoelectronics Wins $20.9 Million Texas Grant for Sugar Land AI Optics Expansion

Applied Optoelectronics Expands Texas Manufacturing to 900,000 Square Feet to Scale AI Optics

Credo to Buy DustPhotonics for $750 Million, Accelerating Move Into Silicon Photonics

Marvell Extends Rally as Oppenheimer Lifts Target to $170 on AI Infrastructure Bet

Ciena Draws New Bullish Targets After Q1 Beat and OFC Showcase

Applied Optoelectronics Lands New $71 Million 800G Order, Lifting Hyperscaler Total to $124 Million

Applied Optoelectronics Secures $53 Million 800G Order From Major Hyperscaler

Carillon Scout Mid Cap Fund Flags Ciena’s Cloud-Driven Surge, Questions Clearwater Buyout

Tower Semiconductor Soars on Oriole Networks Pact as AI Infrastructure Bet Hits Multi‑Year Highs

Ciena Shares Slide After Outlook Miss Despite AI-Fueled Beat, Prompting Analyst Upgrades

Nvidia Puts $4 Billion Into Lumentum, Coherent to Lock In Photonics for AI Data Centers