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CienaNYSECIEN$489.23▼ −46.40 (−8.66%)Q2 FY26 revenue$1.57B, +40% YoYFY26 revenue guide$6.3B midpointBacklog$7.7BCloud exposureDirect cloud +70% YoYAs of Jun 5, 2026 close↻ Refresh…
Article BriefKey Takeaways4 points24s read01The shift-AI is moving from a model-demo race into a physical capacity race across chips, data…
Article BriefKey Takeaways4 points24s read01The quarter-Nvidia reported $81.615 billion in Q1 fiscal 2027 revenue, up 20% sequentially and 85% from…
$225.32▼ −10.44 (−4.43%)Market Cap$5.52TFY26 revenue$215.9BFY26 Data Center$193.7BFY26 networking$31.4BQ1 FY27 guide$78BAs of May 15, 2026 close↻ Refresh liveQuotes via Yahoo Finance.…
Article BriefKey Takeaways4 points24s read01The deal-Corning and NVIDIA announced a multiyear partnership to expand U.S. optical connectivity manufacturing for AI…
$1,562.15▲ +222.78 (+16.63%)Day Range$1,393.20 – $1,563.73Volume325,101Snapshot sourceAlpaca IEX, May 8, 2026Core questionMoat or 2027 demand pulled into 2026?Contract liabilities$511M in…